Valterna is expanding its client advisory team. As finews has learned, three experienced professionals are joining the team.

Andreas Weingartner is coming from Bank Vontobel. He will serve as a client adviser and, at the same time, become a member of the executive board. Ruth Sanchioni is also moving from Vontobel. She will support the team as an assistant in client advisory.

From a major bank to a boutique

The third new arrival is Sandra Hegglin. The client adviser previously worked at UBS and Credit Suisse.

At the same time, Valterna is planning a move: the company is expected to relocate from Baar to Lucerne in the first quarter of 2028. The new offices are located in a new building in the Tribschen district.

Visualization of the new building in Lucerne's Tribschen district. (Image: Valterna)

A home game for the boss

For CEO René Brunner, Lucerne is familiar territory. He headed UBS's Wealth Management business in the Lucerne region for 12 years before taking over the leadership of Valterna in July 2023 (finews reported).

"With the targeted strengthening of our team and our future location in Lucerne, we are creating the conditions to continue providing our clients with personal and independent service at the highest level," Brunner says.

Roots in a management buyout

Brunner then succeeded Ivo Roos, who had led the company for ten years.

The financial boutique formerly operated under the name Asset Management Partners. A management buyout took place in 2013.