Team & Contact
Raised in Brazil, Roland was born into asset management through his father. The graduate lawyer successfully navigates between precarious conditions and can immerse himself perfectly in his environment. Always fixed on the focus – also when he is kite surfing, diving or snowboarding.
Roland speaks German, Portuguese, Spanish, English and French.
+41 44 914 70 55
The banker in the team adapts to his clients like a chameleon – yet he states his opinion clearly. Valued as an affable manager, he needs people around him and prefers to spend his time with his family, friends and on his boat on Lake Zurich.
Guido speaks German, English and Spanish.
+41 44 914 70 44
The graduate lawyer takes a close look and always takes his time – not just in his capacity as CFO. He communicates in a friendly, direct manner. He spends his time off with his family and in nature, accompanied by his dog Herbie, and usually with a camera in his hand.
Stephan speaks German, English and Portuguese.
+41 44 914 70 41
The experienced finance professional is Senior Portfolio Manager but is also highly versatile. He knows the financial world from the small private bank to the major bank, inside out. He has been at Beerli & Partner since 2016. He loves the mountains, can solve any puzzle and never travels without a crime novel in his pocket.
Andreas speaks German and English.
+41 44 914 70 40
Gabriela is a Client Adviser and Assistant. She attended the German School of Lisbon, and after the Cantonal School of St. Gallen worked as an assistant in investment consultancy for Brazil and South America at UBS and Bank Hyposwiss. Gabriela has been in the team since 1999. She spends her free time with her partner in Tessin, by the sea or Lake Zurich.
Gabriela speaks German, Portuguese, French, English and Spanish.
+41 44 914 70 42
Claudia is Guido Hoppler’s Assistant. After her bank apprenticeship at former SBG (now UBS), she worked for 17 years as a securities adviser at UBS and has been with Beerli & Partner since 2000. She enjoys spending her time off at and in Lake Zurich, in the Swiss mountains, with her family and friends.
Claudia speaks German and English.
+41 44 914 70 49
Marco is Junior Adviser and Portfolio Manager and assists the team as an all-rounder. Besides his basic and further training at UBS, in 2021 he completed his Business Administration course and joined Beerli & Partner in 2015. He always has the success of the customers in mind. The passionate footballer does not produce hectic and as a committed event organiser and host, always keeps an overview, even in his free time.
Marco speaks German, English, Portuguese and French.
+41 44 914 70 43
As Portfolio Manager, Thomas always has his eye on the financial markets. A sound academic background and broad practical experience in small and large financial institutes enable him to take a comprehensive, critical look at all asset classes. He finds balance primarily in nature – usually on his racing bike.
Thomas speaks German and English.
+41 44 914 70 57
B&P Beerli & Partner AG
+41 44 914 70 50
Arrival by rail: a direct train from the airport takes 25 minutes to reach Kusnacht. You reach Kusnacht in 12 minutes from Zurich main railway station. Our office is 300 metres away from the railway station.
Arrival by car: it takes 15 minutes to reach us by car from Zurich city. Parking spaces are available.
Arrival by ship: you can reach us after 28 minutes on a wonderful journey by ship from Burkliplatz in Zurich. Our office is 200 metres from the landing stage.