Über uns & Team

INDEPENDENT
CAPITAL GROUP

Über uns

INDEPENDENT
CAPITAL GROUP

Independent Capital Group AG (ICG) ist eine Vermögensverwaltungs- und Anlageberatungsfirma mit Niederlassungen in Zürich und Basel. Sie untersteht der Aufsicht der Eidgenössischen Finanzmarktaufsicht (FINMA).

 

Unsere Kernkompetenzen sind Vermögensverwaltung und -beratung. Dazu gehören auch die Verwaltung von Anlagefonds, von Immobilienanlagen und Hypotheken sowie Family-Office Dienstleistungen. Unsere Kunden sind institutionelle Anleger und vermögende Privatpersonen sowie deren Berater.

 

Mit unserem pragmatischen Nachhaltigkeitsansatz verfolgen wir das Ziel, die risikoadjustierte, langfristige Kapitalrendite zu optimieren. Dazu lassen wir in allen Anlageklassen Nachhaltigkeitsüberlegungen unabhängig von ideologischen und ethischen Erwägungen in den Anlageprozess einfliessen.

 

ICG wurde 2005 von Dr. Mirjam Staub-Bisang, ihrem Bruder, Roman Staub, und Prinz Michael von Liechtenstein mit dem Ziel gegründet, höchste Qualität in der Vermögensverwaltung zu liefern. Im Laufe der Jahre entwickelten wir unseren eigenen pragmatischen Nachhaltigkeitsansatzetablierten uns im Bereich nachhaltiger Anlagen. 2014 erweiterten wir unsere Kapazitäten mit der Integration des Teams von Gateway Capital Group, einer auf Energie- und Rohstoffanlagen spezialisierten Investmentboutique. 2017 wurde das Team mit dem Manager von zwei alternativen Anlagefonds ergänzt. 2018 formierte sich das Führungsteam neu im Rahmen eines Management-Buyouts.

Wir sind

Anlagespezialisten

INDEPENDENT CAPITAL GROUP

Unser Team

Dietrich Joos

ASSET MANAGEMENT, PARTNER
  • Board member at Hoffmann & Partner and ACM Biosciences
  • Non-executive director at Louvre Group
  • Prior founding partner of the commodities and energy investment boutique Gateway Capital Group, Portfolio manager with F. Hoffmann-La Roche AG (treasury department), Financial analyst (Swiss equities) with UBS AG
  • Economist (lic. rer. pol.), University of Basel

Reto Michel

FAMILY OFFICE, PARTNER
  • Prior securities specialist key clients with UBS AG in Zürich; controller with Georg Utz Holding AG, Bremgarten, Switzerland
  • BSc in Business Administration, Major in Management Consulting and Controlling, University of Applied Sciences Northwestern Switzerland
  • CFA Charterholder
  • Certified Financial Risk Manager (FRM)

Mirko Kräuchi

COMPLIANCE & RISKMANAGEMENT, PARTNER
  • Prior accountant with Schroder & Co Bank AG, Zurich
  • BSc in Business Administration, Major in Banking and Finance, ZHAW School of Management and Law
  • CAS Financial Market Law, University of Zurich

Pablo Gonzalez

SENIOR PORTFOLIO MANAGER
  • Prior MD and portfolio manager with Gateway Capital Group, Basel; equity sales trader with UBS AG investment Banking
  • BSc in Business Administration, Major in Finance and Controlling, University of Applied Sciences Northwestern Switzerland
  • CFA Charterholder

Christoph Rentsch

PRIVATE EQUITY
  • Executive Board Member TargImmune Therapeutics, Board member ACM Biosciences
  • Prior member of EC and CFO Santhera Pharmaceuticals and Polyphor, MP Caperis Ltd, Head Group Funding and Capital Markets F. Hoffmann La Roche AG, CFO Alusuissse-Lonza America Inc., ECM group Credit-Suisse
  • Oxford University, Capital Markets Programme
  • Economist, University of Applied Sciences, Basel

Hamilton von Portatius

REAL ESTATE INVESTMENTS
  • Prior fund manager with Sal. Oppenheim in Frankfurt, Germany; real estate finance executive with Wachovia Bank in Frankfurt, Germany
  • BSc (hons) Economics, Buckingham University (UK), Immobilienökonom (real estate economist) (EBS)

Cyrill Joos

ANALYST
  • Prior research analyst with the commodities and energy investment firm Gateway Capital Group, Basle; Client Relationship Manager with UBS AG
  • BSc. in Business Administration, University of Applied Sciences and Arts Northwestern Switzerland FHNW, Basle
  • Bachelor thesis on “Analysis of cost ranges of new energy sources”

Nadia Weitnauer

FOUNDATION AND OFFICE MANAGER
  • Prior team leader media design at W4 Marketing AG and graphic designer at Brandpulse AG and Luminess in Zurich
  • BA in Design and Communication, Ravensbourne College, Kent, London; commercial degree Handelsschule Basel

INDEPENDENT CAPITAL GROUP

Verwaltungsrat

Adrian Hirzel

CHAIRMAN, NON-EXECUTIVE DIRECTOR
  • Attorney at Law, LL.M., with Blum & Grob Attorneys at Law Ltd
  • University of Zurich, Admission to the Bar in Switzerland, Boston University, School of Law (LL.M.)

Pierre Jaccoud

VICE-CHAIRMAN, NON-EXECUTIVE DIRECTOR
  • Founder of Pierre Jaccoud Consult LLC
  • Prior various positions within F. Hoffmann-La Roche Ltd

Dietrich Joos

EXECUTIVE DIRECTOR
  • Board member at Hoffmann & Partner and ACM Biosciences
  • Non-executive director at Louvre Group
  • Prior founding partner of the commodities and energy investment boutique Gateway Capital Group, Portfolio manager with F. Hoffmann-La Roche AG (treasury department), Financial analyst (Swiss equities) with UBS AG
  • Economist (lic. rer. pol.), University of Basel
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