Daniel Baumgartner joined Palomar Asset Management in January 2023. He completed his banking apprenticeship at Swiss Bank Corporation in 1993 and then worked as a private banking assistant before taking over his own client base. From 1997 to 2013, he progressed through various roles for independent asset managers at Bank Leu AG, which was later merged into Clariden Leu Ltd. and ultimately integrated into Credit Suisse Ltd. From 2014 to 2022, he worked as a relationship manager for independent asset managers at Bank Julius Baer & Co. Ltd. Daniel Baumgartner completed the Certified Financial Planner in 2015, the STEP Diploma in International Trust Management with distinction in 2017 and the Master of Science in Law and Private Wealth Advice in 2022. He is also a full member TEP of the Society of Trust and Estate Practitioners
Our office in Zurich is run by a tight-knit team with many years' experience in the fields of investment advisory services and asset management. Client meetings can be held in German, English, French or Italian.
Regina Bosshard
Regina Bosshard joined Palomar Asset Management Ltd. in 2008. She is responsible for all administrative matters. Regina Bosshard has a long-standing experience in asset management administration.
Stefan Eicher
eicher@palomarltd.com
+41 44 269 80 05
Stefan Eicher has worked for Palomar Asset Management since October 2012. He began his career as an investment consultant in 1987 at Zürcher Kantonalbank. After working in various positions and departments (team leader, financial analysis, etc.), in 1997 he moved to Zürcher Kantonalbank as Private Banking Relationship Manager, where he worked mainly for Swiss clients as a member of management. Stefan Eicher is a certified banking expert (Swiss Federal Specialist Certificate), certified financial analyst and asset manager, and Certified European Financial Analyst (CEFA). He is also a member of the Swiss Financial Analysts Association (SFAA).
Patrick Erb, CEO
erb@palomarltd.com
+41 44 269 80 03
Patrick Erb has worked for Palomar Asset Management since 2008. From 2000 to 2007 he was employed by Cantrade Privatbank Ltd. (which subsequently changed its name to Ehinger & Armand von Ernst Ltd. and in 2005 became Bank Julius Bär & Co. Ltd.), where, as senior portfolio manager, he was responsible for the special mandates of private and institutional clients. He began his career as a financial controller in the fields of asset management, research, and international banking at Zürcher Kantonalbank. Patrick Erb has a degree in economics from Zurich University (lic. oec. publ.) and holds a Certified Financial Analyst (CFA) charter.
Andreas Liechti
liechti@palomarltd.com
+41 44 269 80 53
Andreas Liechti started working for Palomar Asset Management in October 2018. He began his career at Union Bank of Switzerland (UBS). During 10 years he held various positions at UBS and during 12 years at Bank Sarasin in Switzerland as well as in foreign countries. In 2004 he moved over to Zürcher Kantonalbank as an senior relationship manager in private banking. As a member of management he was mainly responsible for Swiss clients. In 2013 he got responsible for key clients in private banking. Andreas Liechti holds a degree from commercial management school (KFS) and fulfilled the executive program of Swiss Finance Institutes.
Curdin Lutta
lutta@palomarltd.com
+41 44 269 80 04
Curdin Lutta has worked for Palomar Asset Management since December 2010. From 1994 to 2010 he was employed by Cantrade Privatbank Ltd. (which subsequently changed its name to Ehinger & Armand von Ernst Ltd. and in 2005 became Bank Julius Bär & Co. Ltd.), where, as client executive, he was responsible for the English-speaking market and also sat on the investment committee. In 2005 he assumed responsibility for the British private client team at Bank Julius Bär & Co. Ltd. Curdin Lutta spent the previous five years at another Zurich bank, J. Vontobel & Co. Ltd., where he worked as a client adviser. He started his private banking career in 1985 at Zurich’s Rothschild Bank Ltd. Curdin Lutta holds degree-level qualifications in financial analysis and asset management (CEFA) as well as in financial and investment expertise. He is also a member of the Swiss Financial Analysts Association (SFAA).
Ueli Schwarzenbach
schwarzenbach@palomarltd.com
+41 44 269 80 08
Ueli Schwarzenbach has worked for Palomar Asset Management since April 2014. He began his career in finance in 1984 at Zürcher Kantonalbank among others in investment advisory services and financial analysis. From 1990 to 1996 he worked as portfolio manager for private clients and then moved into consulting wealthy private clients. From mid-2007 onwards he was a Private Banking Relationship Manager at Zürcher Kantonalbank, mostly for Swiss clients. Ueli Schwarzenbach holds a degree in financial planning (Swiss Federal Specialist Certificate) and in business management (KFS Kaufmännische Führungsschule Zurich).
Christoph Sigg
christoph.sigg@palomarltd.com
+41 44 269 80 52
Christoph Sigg has worked for Palomar Asset Management since August 2017. He began his career as a financial planner at Zürcher Kantonalbank in 2000. In 2007 he shifted to a position as vice-director in the Private Banking department and worked as investment advisor mainly for Swiss clients. Christoph Sigg holds a degree in law from Zurich University (lic. iur.) and has successfully completed his post-graduate studies at Zürcher Hochschule Winterthur as “Consultant FH”.
Rudolf Sigg, Chairman
sigg@palomarltd.com
+41 44 269 80 01
Rudolf Sigg has worked for Palomar Asset Management since its foundation in July 2007. From 1993 to 2007 he was employed by Cantrade Privatbank Ltd. (which subsequently changed its name to Ehinger & Armand von Ernst Ltd. and in 2005 became Bank Julius Bär & Co. Ltd.), where he headed up the British private client team. Prior to that, he spent for ten years in private banking in Zurich, first with Rothschild Bank Ltd., then with J. Vontobel & Co. Rudolf Sigg began his banking and financial career at Zürcher Kantonalbank. He has a degree in finance from Zurich Business School (HWZ).
Rolf Knell, Board
knell@palomarltd.com
+41 44 269 80 00
Rolf Knell has worked for Neue Helvetische Bank AG since its foundation in 2010. He worked up to 2013 as Head of Corporate Finance and member of management, later as project leader of various capital market and M&A projects. Prior to that, Rolf Knell worked many years in industry, among others for Phoenix Mecano, Küsnacht (Switzerland) and Hungary, Maag Getriebe AG, Zurich, and in the corporate finance sector for various banks and financial institutions in Switzerland and Liechtenstein, among others for Bank J. Vontobel & Co., Zurich, Swissfirst Bank AG, Zurich, and Bank am Bellevue, Küsnacht. He holds a Master of Science from Carnegie Mellon University, Pittsburgh PA, USA, and a Swiss degree in mechanical engineering (Masch.Ing.HTL, Winterthur).
Peter Tobler, Board
tobler@palomarltd.com
+41 44 269 80 00
Peter Tobler has been a member of the Board of Directors of Palomar Asset Management Ltd. Zurich since October 2011.
As founder of Tobler Treuhand AG, he headed the company for 25 years, leading it to become a reputable trust firm in Canton Thurgau (Switzerland). Mid-2011 he sold Tobler Treuhand AG together with TWP Wirtschaftsprüfungs AG (TWP Auditing Ltd). In 1994, he acquired an extensive real estate portfolio, which he actively manages together with 12 employees at Tobler Immobilien Treuhand AG in Frauenfeld and Sulgen. This real estate company also manages third-party mandates. Moreover, he pursues his interest in renewable energies by running an own hydroelectric power plant.
Today Peter Tobler is primarily engaged with Tobler Consulting AG as a management consultant with focus on succession planning, and he is member of several Boards of Directors in the SME sector.
Daniel Baumgartner
baumgartner@palomarltd.com
+41 44 269 8051
Daniel Baumgartner joined Palomar Asset Management in January 2023. He completed his banking apprenticeship at Swiss Bank Corporation in 1993 and then worked as a private banking assistant before taking over his own client base. From 1997 to 2013, he progressed through various roles for independent asset managers at Bank Leu AG, which was later merged into Clariden Leu Ltd. and ultimately integrated into Credit Suisse Ltd. From 2014 to 2022, he worked as a relationship manager for independent asset managers at Bank Julius Baer & Co. Ltd. Daniel Baumgartner completed the Certified Financial Planner in 2015, the STEP Diploma in International Trust Management with distinction in 2017 and the Master of Science in Law and Private Wealth Advice in 2022. He is also a full member TEP of the Society of Trust and Estate Practitioners
Daniel Baumgartner
Daniel Baumgartner joined Palomar Asset Management in January 2023. He completed his banking apprenticeship at Swiss Bank Corporation in 1993 and then worked as a private banking assistant before taking over his own client base. From 1997 to 2013, he progressed through various roles for independent asset managers at Bank Leu AG, which was later merged into Clariden Leu Ltd. and ultimately integrated into Credit Suisse Ltd. From 2014 to 2022, he worked as a relationship manager for independent asset managers at Bank Julius Baer & Co. Ltd. Daniel Baumgartner completed the Certified Financial Planner in 2015, the STEP Diploma in International Trust Management with distinction in 2017 and the Master of Science in Law and Private Wealth Advice in 2022. He is also a full member TEP of the Society of Trust and Estate Practitioners
baumgartner@palomarltd.com
+41 44 269 8051
Regina Bosshard
Regina Bosshard joined Palomar Asset Management Ltd. in 2008. She is responsible for all administrative matters. Regina Bosshard has a long-standing experience in asset management administration.
Regina Bosshard joined Palomar Asset Management Ltd. in 2008. She is responsible for all administrative matters. Regina Bosshard has a long-standing experience in asset management administration.
Stefan Eicher
Stefan Eicher has worked for Palomar Asset Management since October 2012. He began his career as an investment consultant in 1987 at Zürcher Kantonalbank. After working in various positions and departments (team leader, financial analysis, etc.), in 1997 he moved to Zürcher Kantonalbank as Private Banking Relationship Manager, where he worked mainly for Swiss clients as a member of management. Stefan Eicher is a certified banking expert (Swiss Federal Specialist Certificate), certified financial analyst and asset manager, and Certified European Financial Analyst (CEFA). He is also a member of the Swiss Financial Analysts Association (SFAA).
eicher@palomarltd.com
+41 44 269 80 05
Stefan Eicher has worked for Palomar Asset Management since October 2012. He began his career as an investment consultant in 1987 at Zürcher Kantonalbank. After working in various positions and departments (team leader, financial analysis, etc.), in 1997 he moved to Zürcher Kantonalbank as Private Banking Relationship Manager, where he worked mainly for Swiss clients as a member of management. Stefan Eicher is a certified banking expert (Swiss Federal Specialist Certificate), certified financial analyst and asset manager, and Certified European Financial Analyst (CEFA). He is also a member of the Swiss Financial Analysts Association (SFAA).
Patrick Erb, CEO
Patrick Erb has worked for Palomar Asset Management since 2008. From 2000 to 2007 he was employed by Cantrade Privatbank Ltd. (which subsequently changed its name to Ehinger & Armand von Ernst Ltd. and in 2005 became Bank Julius Bär & Co. Ltd.), where, as senior portfolio manager, he was responsible for the special mandates of private and institutional clients. He began his career as a financial controller in the fields of asset management, research, and international banking at Zürcher Kantonalbank. Patrick Erb has a degree in economics from Zurich University (lic. oec. publ.) and holds a Certified Financial Analyst (CFA) charter.
erb@palomarltd.com
+41 44 269 80 03
Patrick Erb has worked for Palomar Asset Management since 2008. From 2000 to 2007 he was employed by Cantrade Privatbank Ltd. (which subsequently changed its name to Ehinger & Armand von Ernst Ltd. and in 2005 became Bank Julius Bär & Co. Ltd.), where, as senior portfolio manager, he was responsible for the special mandates of private and institutional clients. He began his career as a financial controller in the fields of asset management, research, and international banking at Zürcher Kantonalbank. Patrick Erb has a degree in economics from Zurich University (lic. oec. publ.) and holds a Certified Financial Analyst (CFA) charter.
Andreas Liechti
Andreas Liechti started working for Palomar Asset Management in October 2018. He began his career at Union Bank of Switzerland (UBS). During 10 years he held various positions at UBS and during 12 years at Bank Sarasin in Switzerland as well as in foreign countries. In 2004 he moved over to Zürcher Kantonalbank as an senior relationship manager in private banking. As a member of management he was mainly responsible for Swiss clients. In 2013 he got responsible for key clients in private banking. Andreas Liechti holds a degree from commercial management school (KFS) and fulfilled the executive program of Swiss Finance Institutes.
liechti@palomarltd.com
+41 44 269 80 53
Andreas Liechti started working for Palomar Asset Management in October 2018. He began his career at Union Bank of Switzerland (UBS). During 10 years he held various positions at UBS and during 12 years at Bank Sarasin in Switzerland as well as in foreign countries. In 2004 he moved over to Zürcher Kantonalbank as an senior relationship manager in private banking. As a member of management he was mainly responsible for Swiss clients. In 2013 he got responsible for key clients in private banking. Andreas Liechti holds a degree from commercial management school (KFS) and fulfilled the executive program of Swiss Finance Institutes.
Curdin Lutta
Curdin Lutta has worked for Palomar Asset Management since December 2010. From 1994 to 2010 he was employed by Cantrade Privatbank Ltd. (which subsequently changed its name to Ehinger & Armand von Ernst Ltd. and in 2005 became Bank Julius Bär & Co. Ltd.), where, as client executive, he was responsible for the English-speaking market and also sat on the investment committee. In 2005 he assumed responsibility for the British private client team at Bank Julius Bär & Co. Ltd. Curdin Lutta spent the previous five years at another Zurich bank, J. Vontobel & Co. Ltd., where he worked as a client adviser. He started his private banking career in 1985 at Zurich’s Rothschild Bank Ltd. Curdin Lutta holds degree-level qualifications in financial analysis and asset management (CEFA) as well as in financial and investment expertise. He is also a member of the Swiss Financial Analysts Association (SFAA).
lutta@palomarltd.com
+41 44 269 80 04
Curdin Lutta has worked for Palomar Asset Management since December 2010. From 1994 to 2010 he was employed by Cantrade Privatbank Ltd. (which subsequently changed its name to Ehinger & Armand von Ernst Ltd. and in 2005 became Bank Julius Bär & Co. Ltd.), where, as client executive, he was responsible for the English-speaking market and also sat on the investment committee. In 2005 he assumed responsibility for the British private client team at Bank Julius Bär & Co. Ltd. Curdin Lutta spent the previous five years at another Zurich bank, J. Vontobel & Co. Ltd., where he worked as a client adviser. He started his private banking career in 1985 at Zurich’s Rothschild Bank Ltd. Curdin Lutta holds degree-level qualifications in financial analysis and asset management (CEFA) as well as in financial and investment expertise. He is also a member of the Swiss Financial Analysts Association (SFAA).
Ueli Schwarzenbach
Ueli Schwarzenbach has worked for Palomar Asset Management since April 2014. He began his career in finance in 1984 at Zürcher Kantonalbank among others in investment advisory services and financial analysis. From 1990 to 1996 he worked as portfolio manager for private clients and then moved into consulting wealthy private clients. From mid-2007 onwards he was a Private Banking Relationship Manager at Zürcher Kantonalbank, mostly for Swiss clients. Ueli Schwarzenbach holds a degree in financial planning (Swiss Federal Specialist Certificate) and in business management (KFS Kaufmännische Führungsschule Zurich).
schwarzenbach@palomarltd.com
+41 44 269 80 08
Ueli Schwarzenbach has worked for Palomar Asset Management since April 2014. He began his career in finance in 1984 at Zürcher Kantonalbank among others in investment advisory services and financial analysis. From 1990 to 1996 he worked as portfolio manager for private clients and then moved into consulting wealthy private clients. From mid-2007 onwards he was a Private Banking Relationship Manager at Zürcher Kantonalbank, mostly for Swiss clients. Ueli Schwarzenbach holds a degree in financial planning (Swiss Federal Specialist Certificate) and in business management (KFS Kaufmännische Führungsschule Zurich).
Christoph Sigg
Christoph Sigg has worked for Palomar Asset Management since August 2017. He began his career as a financial planner at Zürcher Kantonalbank in 2000. In 2007 he shifted to a position as vice-director in the Private Banking department and worked as investment advisor mainly for Swiss clients. Christoph Sigg holds a degree in law from Zurich University (lic. iur.) and has successfully completed his post-graduate studies at Zürcher Hochschule Winterthur as “Consultant FH”.
christoph.sigg@palomarltd.com
+41 44 269 80 52
Christoph Sigg has worked for Palomar Asset Management since August 2017. He began his career as a financial planner at Zürcher Kantonalbank in 2000. In 2007 he shifted to a position as vice-director in the Private Banking department and worked as investment advisor mainly for Swiss clients. Christoph Sigg holds a degree in law from Zurich University (lic. iur.) and has successfully completed his post-graduate studies at Zürcher Hochschule Winterthur as “Consultant FH”.
Rudolf Sigg, Chairman
Rudolf Sigg has worked for Palomar Asset Management since its foundation in July 2007. From 1993 to 2007 he was employed by Cantrade Privatbank Ltd. (which subsequently changed its name to Ehinger & Armand von Ernst Ltd. and in 2005 became Bank Julius Bär & Co. Ltd.), where he headed up the British private client team. Prior to that, he spent for ten years in private banking in Zurich, first with Rothschild Bank Ltd., then with J. Vontobel & Co. Rudolf Sigg began his banking and financial career at Zürcher Kantonalbank. He has a degree in finance from Zurich Business School (HWZ).
sigg@palomarltd.com
+41 44 269 80 01
Rudolf Sigg has worked for Palomar Asset Management since its foundation in July 2007. From 1993 to 2007 he was employed by Cantrade Privatbank Ltd. (which subsequently changed its name to Ehinger & Armand von Ernst Ltd. and in 2005 became Bank Julius Bär & Co. Ltd.), where he headed up the British private client team. Prior to that, he spent for ten years in private banking in Zurich, first with Rothschild Bank Ltd., then with J. Vontobel & Co. Rudolf Sigg began his banking and financial career at Zürcher Kantonalbank. He has a degree in finance from Zurich Business School (HWZ).
Rolf Knell, Board
Rolf Knell has worked for Neue Helvetische Bank AG since its foundation in 2010. He worked up to 2013 as Head of Corporate Finance and member of management, later as project leader of various capital market and M&A projects. Prior to that, Rolf Knell worked many years in industry, among others for Phoenix Mecano, Küsnacht (Switzerland) and Hungary, Maag Getriebe AG, Zurich, and in the corporate finance sector for various banks and financial institutions in Switzerland and Liechtenstein, among others for Bank J. Vontobel & Co., Zurich, Swissfirst Bank AG, Zurich, and Bank am Bellevue, Küsnacht. He holds a Master of Science from Carnegie Mellon University, Pittsburgh PA, USA, and a Swiss degree in mechanical engineering (Masch.Ing.HTL, Winterthur).
knell@palomarltd.com
+41 44 269 80 00
Rolf Knell has worked for Neue Helvetische Bank AG since its foundation in 2010. He worked up to 2013 as Head of Corporate Finance and member of management, later as project leader of various capital market and M&A projects. Prior to that, Rolf Knell worked many years in industry, among others for Phoenix Mecano, Küsnacht (Switzerland) and Hungary, Maag Getriebe AG, Zurich, and in the corporate finance sector for various banks and financial institutions in Switzerland and Liechtenstein, among others for Bank J. Vontobel & Co., Zurich, Swissfirst Bank AG, Zurich, and Bank am Bellevue, Küsnacht. He holds a Master of Science from Carnegie Mellon University, Pittsburgh PA, USA, and a Swiss degree in mechanical engineering (Masch.Ing.HTL, Winterthur).
Peter Tobler, Board
Peter Tobler has been a member of the Board of Directors of Palomar Asset Management Ltd. Zurich since October 2011.
As founder of Tobler Treuhand AG, he headed the company for 25 years, leading it to become a reputable trust firm in Canton Thurgau (Switzerland). Mid-2011 he sold Tobler Treuhand AG together with TWP Wirtschaftsprüfungs AG (TWP Auditing Ltd). In 1994, he acquired an extensive real estate portfolio, which he actively manages together with 12 employees at Tobler Immobilien Treuhand AG in Frauenfeld and Sulgen. This real estate company also manages third-party mandates. Moreover, he pursues his interest in renewable energies by running an own hydroelectric power plant.
Today Peter Tobler is primarily engaged with Tobler Consulting AG as a management consultant with focus on succession planning, and he is member of several Boards of Directors in the SME sector.
tobler@palomarltd.com
+41 44 269 80 00
Peter Tobler has been a member of the Board of Directors of Palomar Asset Management Ltd. Zurich since October 2011.
As founder of Tobler Treuhand AG, he headed the company for 25 years, leading it to become a reputable trust firm in Canton Thurgau (Switzerland). Mid-2011 he sold Tobler Treuhand AG together with TWP Wirtschaftsprüfungs AG (TWP Auditing Ltd). In 1994, he acquired an extensive real estate portfolio, which he actively manages together with 12 employees at Tobler Immobilien Treuhand AG in Frauenfeld and Sulgen. This real estate company also manages third-party mandates. Moreover, he pursues his interest in renewable energies by running an own hydroelectric power plant.
Today Peter Tobler is primarily engaged with Tobler Consulting AG as a management consultant with focus on succession planning, and he is member of several Boards of Directors in the SME sector.