Alice Balmer
Member of the Executive Board, Head of Sustainability Research
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Alice Balmer
Member of the Executive Board, Head of Sustainability Research
«For me, dealing respectfully with resources and fellow human beings are values that matter in the financial industry too. We are all responsible for global inter-generational justice.»
Kurzprofil
Alice Balmer has been working for the sustainability team at Forma Futura since April 2018. After her biology studies at the University of Zurich, where she specialized in ecology, she worked in the Department of Systematic and Evolutionary Botany. She focussed on the ecological and evolutionary aspects of plant-pollinator interactions and investigated the mechanisms and consequences of floral evolution. She is supplementing her scientific knowledge by working towards a Master of Advanced Studies qualification in environmental technology and management. And her understanding of the concept of sustainability is rounded off with a knowledge of social and economic factors. She successfully completed the Master’s courses in November 2018.
Monique Bär
Member of the Board
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Monique Bär
Member of the Board
«I am committed to a society-friendly economy that is aligned to the needs of present and future generations. Let’s use our financial strength to help shape a better future for the benefit of all. With my involvement in Forma Futura I can make a contribution to these goals.»
Kurzprofil
Monique Bär is actively involved in the fields of social inclusion, sustainability and leadership. She is the founder and president of the "Arcas Foundation", a trustee of the "Stiftung für Bildungsförderung und Finanzierung" (foundation for education promotion and financing), the Foundation President and co-initiator of the "Foundation for Responsible Leadership" in St. Gallen, as well as the social real estate company "Equimo AG" in Basel, and a member of the board of "SwissFoundations", the umbrella organization of Swiss charitable foundations.
As a partner of the coaching-center gmbh in Zurich, she has worked as a supervisor and coach in business and in the nonprofit sector since the mid-1990s.
Monique Bär holds degrees as a Dipl. Ing. from the Swiss Federal Institute of Technology Zurich (ETHZ) and as a supervisor IAP/BSO.
Benjamin Belser
Head of Compliance, Risk Officer
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Benjamin Belser
Head of Compliance, Risk Officer
«In the context of current global challenges, such as climate change, there are non-negotiable core values that should form the basis of our daily behaviour and actions and should be aimed at improving the quality of life for all. I am proud to be committed to these core values at Forma Futura.»
Kurzprofil
Benjamin Belser joined the Operations and Compliance team in January 2022. Previously, he completed a one-year internship in the sustainability team at Forma Futura.
After completing his Bachelor's degree in Business Administration at the University of St. Gallen (HSG), including an exchange semester at the Rotterdam School of Management, Benjamin Belser spent a year as an assistant teacher for refugee children as part of a UN resettlement programme before completing his Master's degree in Accounting and Finance at the University of St. Gallen (HSG).
Ramun Derungs
Portfolio Management
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Ramun Derungs
Portfolio Management
«To me, sustainable investing means investing for the long term to ensure a high quality of life for future generations. As a portfolio manager, pursuing a long-term investment strategy is both meaningful and an opportunity to gain a performance edge in an increasingly short-term investment world.»
Kurzprofil
Ramun Derungs joined Forma Futura as a portfolio manager in July 2024. Previously, he worked for five years at Swiss Life Asset Managers as a Market Intelligence Securities Analyst. Ramun also has several years' experience as a private equity fund analyst at Akina/Unigestion and as a financial reporting analyst at responsAbility, an asset manager specialising in microfinance. His passion for investing was sparked in a bookshop, where he discovered “The Education of a Value Investor” by G. Spier. Since then, he considers Warren Buffett's annual investor letter a must read.
Ramun is a CFA charterholder. He also holds a Master of Science in Banking & Finance from the ZHAW in Winterthur and a Bachelor in Business Administration from the University of Applied Sciences Graubünden.
Dina Dimitriadis
Customer Support
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Dina Dimitriadis
Customer Support
«For me, sustainability means the future, life, health, social awareness and adequate protection of Mother Earth. In a nutshell: Thinking, decision-making and acting with integrity. The diverse backgrounds of the individual teams, and therefore the company's expertise, are unique and form the heart of Forma Futura.»
Kurzprofil
Dina Dimitriadis joined Forma Futura as a client advisor in August 2024. After completing her banking apprenticeship at Bank Vontobel AG, she initially worked as an assistant for over 10 years before becoming a junior client advisor for external asset managers. In 2016, she completed her Bachelor's degree in Banking & Finance at the ZHAW in Winterthur. She then worked for several years at Frankfurter Bankgesellschaft, UBS and DZ Privatbank, advising external asset managers, institutional clients and private clients. Thanks to a specialised course in insurance technology, which she completed in 2020 at the Fachschule für Personalvorsorge in Olten, she has the necessary expertise to also advise institutional clients at a strategic level.
Gerardo Grasso
President of the Board
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Gerardo Grasso
President of the Board
«Sustainable and responsible investing is a great concern of mine. Taking responsibility for our actions can make a positive contribution to the quality of life of future generations. That is why I am working with Forma Futura.»
Kurzprofil
Gerardo Grasso has many years of experience as a financial analyst, portfolio manager and client advisor and has extensive management experience in operating units and strategic projects.
He now passes on his expertise in the role of a lecturer in Business Administration at BVS Business School Bern.
Gerardo Grasso is a CFA charterholder and received an MBA from the University of Geneva and an Executive MBA from the Carnegie Mellon University in Pittsburgh.
Anton Gunzinger
Member of the Board
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Anton Gunzinger
Member of the Board
«I want to help shape an economy that allows many generations to enjoy a life worth living. Forma Futura is an organization that is dedicated to this objective. That\'s why I support it.»
Kurzprofil
Prof. Dr. Anton Gunzinger created international excitement in the IT world in the 1990s with his revolutionary supercomputer. He has been honored with various awards and was named by the Times magazine as being among the 100 top leaders of the 21st century. Due to this success, Anton Gunzinger founded Supercomputing Systems AG in 1993 which had as its goal the development and commercialization of supercomputers.
Upon realizing that "supercomputers" cannot generate enough income on the basis of product sales alone, he transformed his company into a service organization. Today, his company, with some 80 experts, develops customized offerings in the areas of high performance computing, sensor systems, embedded computing and specialized databases for an international clientele.
Anton Gunzinger is also a lecturer in the field of computer architecture at the Swiss Federal Institute of Technology Zurich (ETHZ) and is the author of "Kraftwerk Schweiz: Plädoyer für eine Energiewende mit Zukunft" (Power Plant Switzerland: Plea for an Energy Transition with a Future) (Zytglogge Verlag 2015).
Walter Hättenschwiler
Member of the Executive Board, Head of Private Clients/Foundations
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Walter Hättenschwiler
Member of the Executive Board, Head of Private Clients/Foundations
«With an Ecuadorian mother and a Swiss father, I not only combine two different cultural backgrounds, but also draw on the strength of being able to empathize with diverse living contexts. This intercultural awareness forms the basis of my social skills, which are based on respect, tolerance and equal opportunities.
Forma Futura does not offer its own products and enables transparent, honest and cost-efficient asset management. Our achievements to date convincingly underline the fact that sustainability and positive returns are by no means mutually exclusive.»
Kurzprofil
Walter Hättenschwiler joined Forma Futura in September 2023 as Head of Private Clients/Foundations. With a lengthy and diverse professional career, he successfully managed a 12-strong client advisory team and gained valuable experience over 14 years as a member of the management team at Rahn+Bodmer Co. in Zurich. Before that, Walter spent over a decade at Zürcher Kantonalbank, where he served different client groups, such as private individuals, pension funds, and institutions. His extensive knowledge in advising clients was enhanced through diverse studies in Switzerland and other countries. He recently finished systemic individual and business coaching in Berlin to further improve his skills.
vCard walter.haettenschwiler@formafutura.com +41 44 287 22 95
Antoinette Hunziker-Ebneter
Founding Partner, Vice-President of the Board, Client Advisor
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Antoinette Hunziker-Ebneter
Founding Partner, Vice-President of the Board, Client Advisor
«Empowering the investor to be able to use capital as a resource for improving a sustainable quality of life and to earn a competitive, risk-adjusted return at the same time, is a central concern of mine.»
Kurzprofil
Antoinette Hunziker-Ebneter has over 30 years’ experience in finance and risk management, a Masters degree in Business Administration from the University of St. Gallen (lic. oec. HSG), as well as a Swiss Banking School diploma. As a member of the executive board she was responsible for Trading and Sales at Bank Julius Bär & Co. until 2005. Prior to that, she was President of the Swiss Stock Exchange (SWX Group). In the mid-1990s, she was responsible for the development and commissioning of the Electronic Stock Exchange in Switzerland (EBS).
Antoinette Hunziker-Ebneter is President of the Board of Directors of the Berner Kantonalbank AG (BEKB).
In addition to her professional activities, Antoinette Hunziker-Ebneter is also committed to sustainability as co-founder of the charitable waterkiosk foundation, whose projects enable access to clean drinking water in underdeveloped countries.
Larissa Jäger
Co-Chief Executive Officer, Head of Communications and Human Resources
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Larissa Jäger
Co-Chief Executive Officer, Head of Communications and Human Resources
«Sustainability is more than minimising risk. I am convinced that only those organisations that act responsibly can be successful in the long term. I am looking forward to promoting the great know-how and values of Forma Futura and advancing the change of perspective in society.»
Kurzprofil
Larissa Jaeger has been with Forma Futura since March 2021, working first as company ambassador and client advisor, afterwards as head of communication and human resources, and since May 2024 as Co-Chief Executive Officer. After completing her undergraduate degree in International Relations with a minor in Management in London, she obtained her MPhil in African Studies from the University of Cambridge.
Since then, she has worked in various industries: from the NGO sector to policy and security advisory, the financial sector, and hospitality. Her roles in these companies, coupled with her academic background, allowed Larissa Jaeger to acquire a broad skillset that she will be able to draw from in her position at Forma Futura.
Christian Kobler
Founding Partner, Member of the Board
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Christian Kobler
Founding Partner, Member of the Board
«I am pleased to see that our vision of sustainable asset management has developed so well in the demanding Swiss financial market that it has reached the point where we have an established company with satisfied customers and employees. The more investors invest their money responsibly, the stronger the impulse will be towards a sustainable financial system.»
Kurzprofil
Before the founding of Forma Futura, Christian Kobler was a partner with Bernet & Partner, a financial services industry consulting firm, for eleven years. His responsibilities included consulting mandates and projects in the areas of information technology, project management, strategy and operations. During this time he brought several complex large-scale projects with banks to successful completion.
He previously held various technical and management positions with a focus on banking technology at Logica, ISYS, Cap Gemini and IBM, and was on the Board of an international IT services group that he co-founded for more than ten years.
He holds a degree in business administration from the University of St. Gallen.
Nicolas Merz
Deputy Head Sustainability Research
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Nicolas Merz
Deputy Head Sustainability Research
«My work in the Middle East, where living conditions are increasingly deteriorating due to climate change, has shown me how urgently we humans need to change our behaviour towards nature in order to secure the future of our planet. I am happy that I can contribute to creating a more sustainable quality of life through my work at Forma Futura.»
Kurzprofil
Nicolas Merz joined Forma Futura in May 2022 as sustainability analyst. He studied political science and international relations in Geneva and Washington, D.C.
Since completing his master’s degree at the Graduate Institute of International and Development Studies in 2018, he worked briefly for swisspeace, the Swiss Peace Foundation, and then as a political analyst for the Federal Department of Foreign Affairs in Bern, Lebanon, Jordan and Iraq.
Sandra Moser
Customer Support
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Sandra Moser
Customer Support
«Work and life are equally important and inseparable. Thus, I attach great importance to doing a job that makes sense. Supporting and implementing Forma Futura’s strategy is my personal concern and pleasure.»
Kurzprofil
For 15 years, Sandra Moser has been working with independent asset managers. Being an all-rounder, she worked in small teams performing a wide variety of tasks in various positions. She benefits from her rich experience in customer relationship management previously acquired in several banks in Zurich. Since February 2016, Sandra Moser supports the Private Clients team at Forma Futura.
Sandra Moser did her commercial apprenticeship with one of Switzerland’s largest banks. In 1998, she earned the diploma in Business Administration from the «Höhere Fachschule für Wirtschaft (HFW)» in Zurich.
Christian Odermatt
Member of the Executive Board, Head of Portfolio Management
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Christian Odermatt
Member of the Executive Board, Head of Portfolio Management
«Being a father of two children and jointly responsible for their future development, it is vital for me to be respectful of nature, people and animals. As Head of Portfolio Management, I find it very rewarding to be able to invest with conviction, to contribute to preserving assets and to shape the future together.»
Kurzprofil
Christian Odermatt worked as a portfolio manager at Bank Julius Baer for nine years, where he acquired broad and profound expertise in various teams. During this time, he was also studying part-time at the University of Applied Sciences "HWZ Hochschule für Wirtschaft Zürich" and graduated with a "Bachelor of Science in Business Administration with specialisation in Banking & Finance".
He has been working at Forma Futura since 2010 and was promoted to Head of Portfolio Management in 2016. In 2013 Christian Odermatt also became employee representative on the pension fund committee.
His successful completion of an Executive Master\'s degree in Business Administration in General Management in 2019 rounds off his professional profile, which comprises over 20 years of professional experience in finance and banking.
Urs Rieser
Head IT and Projects
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Urs Rieser
Head IT and Projects
«Not only the quality of life of my children, but of all future generations, depends on the sustainability of our way of life. I am delighted to be able to make a valuable contribution to this at Forma Futura. After all, there potential for advancing sustainability in the area of information technology is huge.»
Kurzprofil
Urs Rieser joined Forma Futura in February 2024 as Head of IT and Projects. Prior to that, he worked for more than 20 years at Swisscom (Switzerland) Ltd in the Workplace Management division, where he was jointly responsible for the IT infrastructure of around 22,000 workstations. During this time, he accumulated valuable experience in various projects and was able to gain in-depth IT knowledge. After training as an electromechanic and further training as an information technician TS, Urs Rieser completed the business IT course at WISS (Schools of Business, IT and Real Estate).
Patrick Spengler
Deputy Head Private Clients/Foundations
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Patrick Spengler
Deputy Head Private Clients/Foundations
«I am pleased to share Forma Futura’s many years of experience in the field of sustainable asset management with our customers. I am convinced that investors, through their investment behaviour, can make a major contribution to ensuring a sustainable quality of life. We are of course very pleased that responsible investment is becoming increasingly important among investors as well as regulators.»
Kurzprofil
Patrick Spengler joined the Private Clients/Foundations department at Forma Futura in June 2021.
He began his professional career with a banking apprenticeship at a private stock exchange bank in Zurich. After completing his training, Patrick Spengler moved to Schroders & Co., where he acquired in-depth experience in the international securities business which he was then able to draw on as a portfolio manager. Patrick Spengler then enlarged his expertise by training to become a federally certified investment and finance specialist. He has also worked at swisspartners and Bank Julius Bär, where he held the post of customer advisor as of 2008.
Patrick Spengler has always been keenly interested in sustainable asset management. He therefore completed his training as an ESG analyst in 2021. He brings his knowledge and passion for the topic to bear in providing Forma Futura clients with expert advice.
Thomas Unterberger
Deputy Head of Portfolio Management
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Thomas Unterberger
Deputy Head of Portfolio Management
«It gives me great pleasure to be part of Forma Futura - a company that is passionate about sustainability and social responsibility. I find it impressive how Forma Futura motivates companies to operate responsibly and contribute to sustainable development.»
Kurzprofil
Thomas Unterberger joined the Forma Futura Invest AG team in April 2023. He has over 20 years of experience in the financial sector and possesses extensive knowledge in portfolio management and asset management.
After a commercial apprenticeship at SFS Stadler AG, Thomas Unterberger soon switched to the financial industry. Through various activities in securities administration, equity trading, investment consulting and portfolio management, he was able to acquire a wide range of skills.
Before joining Forma Futura, Thomas Unterberger worked as a portfolio manager at various banks. His further training as a Certified Wealth Management Advisor (CWMA) and Certified International Investment Analyst (CIIA) underline his expertise in financial analysis, investment consulting and investment management. With this background, he is a valuable addition to the Forma Futura team.
André Utzinger
Co-Chief Executive Officer, Head of Finance and Operations
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André Utzinger
Co-Chief Executive Officer, Head of Finance and Operations
«Money expands an individual’s possibilities for action. With this freedom, the individual’s social responsibility grows. At Forma Futura, I therefore want to help to contribute to the preservation of the assets of our customers, while promoting long-term sustainability for the next generation to enjoy a good quality of life.»
Kurzprofil
André Utzinger has been part of the Forma Futura team since its start-up phase. He has worked as a financial analyst, a sustainability analyst and as the head of various multi-disciplinary projects during the development of the company.
Prior to joining Forma Futura, André Utzinger was active in academic research and teaching, where he specialized in interdisciplinary studies that included social, political, economic and legal issues. In research projects funded by the Swiss National Science Foundation, he worked at the Department of Philosophy at the University of Zurich and at the Department of Public International Law and European Law at the University of Freiburg.
André Utzinger studied philosophy, economics, and economic and social history at the University of Zurich. In addition to his Doctor of Philosophy (University of Zürich), he has obtained a Certificate of Advanced Studies in Finance (University of Zürich and Basel). Parallel to his academic career he also co-founded a publishing house. As a publisher, he was able work with well-known authors including leaders in business, politics and culture.
Gianina Viglino-Caviezel
Member of the Board
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Gianina Viglino-Caviezel
Member of the Board
«Die effektive Nachhaltigkeit, wie sie Forma Futura lebt, ist mir ein zentrales Anliegen. Indem wir nachhaltig «das Richtige tun» bringen wir wirtschaftlichen Erfolg in Einklang mit ökologischer Verantwortung und sozialer Gerechtigkeit. Dadurch erhöhen wir die Lebensqualität – heutiger und künftiger Generationen.»
Kurzprofil
Dr. Gianina Viglino-Caviezel worked in the field of strategic management consulting for a number of companies for ten years. During this time, she founded Student Impact, among other things. She now works at the international medical technology company Hamilton as CFO and Deputy President Services.
Gianina Viglino-Caviezel is a lecturer in sustainability, business model innovation and strategy at the University of St. Gallen (HSG) and the Zurich University of Applied Sciences (ZHAW). She is committed to combining business success and responsibility towards the environment and society, and has assumed various roles in this area.
Gianina Viglino-Caviezel holds a PhD in sustainability management from the HSG. She also holds a Master’s degree in accounting and finance as well as a Bachelor’s degree in business administration from the same university.
Gabriella Widmer
Office Manager
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Gabriella Widmer
Office Manager
«Sustainability is important to me because I want to preserve a world worth living in for future generations. By acting consciously today, we can reconcile the environment, social values and economic stability and shape a positive future - this is what Forma Futura stands for. It fills me with joy to be part of this team.»
Kurzprofil
Gabriella Widmer has been working at Forma Futura as Office Manager since September 2023. Previously, she worked for more than 6 years at Brütsch Rüegger Werkzeuge AG as team leader for reception and administration. After basic commercial training and stays abroad in London and Paris, Gabriella Widmer worked for UBS as a department secretary and for Rothschild Börsenhandel AG as secretary to the General Manager. In 1992 she joined Swiss Television, first as a dispatcher and then as assistant to the departmental economist in the entertainment department. Her children were born in 1997, 2003 and 2006.
Manuel Wirth
Sustainability Analyst
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Manuel Wirth
Sustainability Analyst
«As an economic geographer, I was confronted with the social and ecological crises of our time on a daily basis during my studies and doctorate. I am convinced that the financial market must make a decisive and effective contribution to overcoming these challenges and financing solutions. I am delighted to be part of Forma Futura, a company that is taking on this task with determination and has the courage to venture down new paths.»
Kurzprofil
Manuel Wirth first encountered the question of the compatibility of the financial market, sustainability and social development during an internship at an Indian microfinance NGO in Delhi in 2012. As part of his studies in human and economic geography at the University of Zurich, he was able to explore this question in greater depth. In 2020, he completed his dissertation on the role of impact investing in British social policy and subsequently held various positions in teaching, research and supervision at the Institute. He joined the Forma Futura team as a sustainability analyst in January 2024.
Sandra Wohnlich
Operations Manager
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Sandra Wohnlich
Operations Manager
«For me, sustainability is not a state, but a process that is primarily guided by small, daily actions. In my role in Operations, my focus is on efficient and sustainable processes that both conserve our resources and create long-term added value. The unique combination of sustainability and finance experts at Forma Futura enriches my day-to-day work and motivates me to make a positive contribution to society and the environment.»
Kurzprofil
After graduating from commercial college and completing an internship at Schroders, Sandra Wohnlich supported the sales team at Reuters for four years. The following 18 years of her career to date led her back to Schroder Bank, where she gained extensive experience in master data, process optimisation and automation in the securities back office – most recently as team leader in securities administration for ten years.
The employees are listed in alphabetical order.