Firm DNA
A founder-driven mindset permeates a diverse team of finance professionals with multi-faceted experience.
Adventus, drawing inspiration from the Latin term for "arrival", embodies the beginning of something new and highlights our commitment to pioneering and staying ahead of the curve.
Our mission is to deliver best-of-breed solutions for wealth owners, creating a firm we entrust with our own capital. We challenge the outdated models of traditional wealth services that either miss financial opportunities for clients or expose them to undue risk. To achieve our mission, we prioritise two fundamental elements:
1
A team distinguished by its comprehensive and complementing industry experience, coupled with an entrepreneurial spirt, ensuring a breadth of knowledge and an innovative approach.
2
Operational framework that emphasises alignment of interests, transparency, simplification of complexity and conflict-free access to the market.
Founding Partners
Roberto Barzi
Partner - Investment Office
Maximilian Haitz
Partner - Investment Office
Patrick Jung
Partner - Family Advisory
Florian Kockler
Partner - Family Advisory
Jonathan Macklin
Partner - Investment Office
Stefano Moratto
Partner - Operations & Finance
Johan Slatteby
Partner - Investment Office