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Markus Egli

Markus Egli

Head Relationship Management
Executive Director
Markus Egli ist als Executive Director und Head Relationship Management verantwortlich für die Relationship Dienstleistungen innerhalb der WMZ-Gruppe.

Markus Egli is Executive Director and Head Relationship Management and responsible for the relationship services within the WMZ Group.

Experience
Markus has more than 28 years of continuous experience in the Swiss banking industry, starting with an apprenticeship at Schweizerische Kreditanstalt. Prior to joining Wealth Management Zurich, Markus was Senior EAM Relationship Manager and Director at Bank Julius Baer. Before that, his path took him to positions at the EAM desks of Credit Suisse and UBS (Switzerland) AG.

Education
Markus graduated from the HFW (Höhere Fachschule für Wirtschaft) at the Kaderschulen Zürich with a degree in Business Administration HF. He is fluent in German, English and French.
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Jasmine Senn

Jasmine Senn

Head Legal and Compliance
Executive Director
As Executive Director of WMZ Legal and Compliance, Jasmine Senn is responsible for the legal, compliance and risk services of the WMZ Group. She advises asset managers on all aspects of financial market regulation (including FIDLEG, FINIG and AMLA) and related compliance activities.
 
Experience
Prior to joining WMZ Group, Jasmine worked as an attorney at a leading Swiss business law firm and a global accounting and consulting firm (Big4). 
 
Education
Jasmine graduated in law from the University of Zurich (lic. iur., 2010) and holds a Master's degree from Queen Mary University of London in International Business Law (LL.M., 2018). She was admitted to the bar and as a notary public of the Canton of Zug in 2014.
Jasmine is fluent in German, English and French.
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Stefan Schüpbach

Stefan Schüpbach

Head Portfolio Management
Executive Director
Stefan Schüpbach, CFA, is Executive Director of the WMZ Investment Center and Head Portfolio Management, responsible for portfolio management services at WMZ.
 
Experience
Stefan has been part of the Swiss and Liechtenstein financial sector for more than 20 years. He started as an apprentice at a small regional bank and subsequently left his mark in various functions at different institutions such as Raiffeisen, UBS, Kaiser Partner, Lombard Odier and Appenzeller Kantonalbank.
 
Education
Stefan is a CFA® Charterholder and graduated with a Bachelor in Banking and Finance. He is fluent in German and English, and has basic knowledge of Spanish and French.
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Dionne Kouba

Dionne Kouba

Chief Operating Officer
Executive Assistant
Experience
Dionne Kouba has over 13 years of experience in the financial industry and has consistently served as an Executive Assistant since 2014, including positions at Aquila Wealth Management AG as well as Citibank (Switzerland) AG and Diners Club AG in Operations.
 
Education
She is a graduate of the Business School Oerlikon and speaks fluent German and English.
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