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Knowledge and experience

We have an experienced team of private bankers who monitor markets on a daily basis and identify the latest trends. They provide an objective opinion on which investment strategy is the most suitable for your needs. They are supported by our analysts who provide a written quarterly report highlighting both historic and future trends. On the principal that four eyes are better than two, any special client requests are tested against our existing guidelines by both the private bankers and analysts.

Clearly defined guidelines

Individual investment guidelines are discussed and defined with each client. One of the main objectives of this exercise is to identify a client's appetite to risk, taking the following into consideration: security, quality and diversification. The investment strategy selected is fully transparent as are the associated costs. Once an investment strategy is defined and set into specific guidelines, we embark on the investment process in the most optimal way.

Personalised service is all hallmark

The size of our company allows for a high degree of flexibility. The close relationship we cultivate with our clients allows for a quick response should circumstances and hence investment requirements change. Matching your expectations is our highest priority.


Daniela Widmer

Daniela Widmer

After successfully finishing her apprenticeship, Daniela started working as a secretary / assistant in the financial sector. Over many years, she gained a wide range of administrative skills while working for several domestic and international companies. Daniela Widmer has a degree in Human Resources.

«I enjoy sport, particularly rowing. Through rowing I constantly experience the dynamism of team-work, enjoy nature and feel the strength of the elements. Meeting friends, reading or a visit to the cinema all give me a great deal of pleasure.»

 

Rudolf F. Wiser

Rudolf F. Wiser

Rudolf is the founder and owner of SAMI AG. After completing his studies and qualifying as a Swiss banker with a federal diploma, he joined a number of well known banks and investment houses in London and Zurich. After gaining extensive experience with these institutions he founded SAMI AG in 1991, where he continued his career as an independent asset manager. His core philosophy is to follow high ethical standards and remain independent and objective to avoid any conflicts of interest.

«I am an active person and I enjoy hiking in the Alps and enjoying nature in summer and winter. For me pleasure is the quiet of a glazier, the bubbling of an alpine stream, good food and a glass of wine shared with pleasant company.»

 

Mark Van Deelen

Mark Van Deelen

Having completed a Masters degree in Business Administration, Mark started his career as a management trainee with a multi-national corporation. After successfully completing this programe, Mark joined SAMI AG in February 2010. Mark is attending the Chartered Financial Analyst course at the Center for Business Studies in Zürich.

«In my leisure time I am a great sports fan. I also enjoy jogging, hiking and a good game of tennis. My greatest pleasure is visiting new places and getting to know new people.»

 

Grant Alexander Woods

Grant Alexander Woods

Grant was educated in both Switzerland and the UK and holds a joint honours degree in Law and German. He joined a UK brokerage house in 1977 and has since worked as an institutional and private client asset manager, an analyst and as a financial consultant. Grant has known Rudolf, the founder of SAMI AG, for over 25 years. They worked together for a well known Swiss private bank in London.

«I am very lucky to be doing a job where the divide between work and leisure is a very fine one. I travel a great deal which continually opens new perspectives on life.»