About us
Built on Alignment
Align Private Wealth AG is an independent private wealth firm based in Zurich, Switzerland. Our purpose is simple: to preserve and grow wealth responsibly, across generations.
Alignment of interests is fundamental
Capital protection is the foundation of sustainable wealth
Risk awareness is inseparable from performance
Long-term discipline prevails over short-term speculation
Let’s Align Your Wealth
We are independent and deliberate in every decision. Our advisory is relationship-driven, client-centric and focused on long-term outcomes.
Swiss Governance and Legal Security
We operate under the highest standards of Swiss regulation, governance and compliance. Client assets are held with regulated custodian banks, fully segregated and independently reported.
Experience a wealth management approach grounded in stability, discretion and clarity.
Swiss-Based. Client-Aligned. Independent.
A Shared Commitment to Excellence
Meet our Team of Experts
Our professional team at Align Private Wealth AG brings together over 100 years of combined experience across private banking, asset management and institutional investing. United by a shared commitment to fiduciary responsibility, alignment and excellence, we deliver disciplined, independent wealth management built for the long term.
Fredrik Larsson
Senior Relationship Manager & Founding Partner
University degree with a focus in mathematics and financial analysis. Management position at one of the largest Scandinavian banks in Zurich. 20 years of experience in international private banking.
«Every day is an opportunity to deliver excellence.»
Erik Nordgren
Senior Relationship Manager & Founding Partner
Almost 20 years of international private banking experience. Bachelor’s and Master’s degrees in mathematics and financial analysis. Strong expertise in holding structures, life insurance setups in Europe, macro and microeconomics, and company valuation. Extensive European network in tax structuring, especially Scandinavia. Over 10 years of experience educating the next generation in financial markets.
«Rigorous analysis, genuine care — over generations.»
Manuel Imhof
CEO & Founding Partner
MAS in digital excellence in financial services. MBA from University of Lugano, MAS in banking and finance (CFA track), BA in business administration. More than 20 years of experience in portfolio management, investment advisory and client advisory in international private banking and with institutional clients.
«Put the client in the center of what you do and go the extra mile»
Dr. Robert Kalisch
Senior Relationship Manager
PHD in Economics (Vienna University of Economics and Business Administration), more than 35 years of experience in investment advisory and portfolio management in international private banking.
«Serving my clients and aiming for a long-term relationship as a person of trust is my commitment & passion.»
Michael "Mike" Sullivan
CIO
Multi-asset investment specialist with over 20 years of experience in wealth management and investment advice for private clients and family offices. Esade MBA, CAIA and Chartered Investment Manager (CIM).
«Thoughtful in strategy. Decisive in action. Committed for the long term.»
Yves Brosi
Portfolio Manager
«Risk is managed. Vision is unlimited.»
David Nordmann
Senior Relationship Manager & Partner
David Nordmann began his career at Credit Suisse AG in 2006, where he spent eight years advising corporate real estate and private banking clients while earning a degree in economics from HWZ Zurich.
Since 2015, he has worked as an independent wealth manager, advising private banking clients and real estate investors. From 2017 to 2026, he served as Senior Client Advisor at Tareno Ltd and was a member of the Executive Board, leading business development for five years.
«For me, providing comprehensive client care is the balance between rational action, emotional intelligence and entrepreneurial thinking.»
Ivana Marijanovic
Head of Back Office
Completed a commercial apprenticeship with a Swiss private bank, including a Swiss Vocational Matura. Subsequently gained over five years of professional experience in banking and Swiss asset management.
«Small details. Meaningful impact.»
