We Serve You Financial Nectar

Nectar’s mission is to accelerate wealth management’s transition to sustainable practices for its clients. We are driven by the perspective to enhance professionals, investment results and client experience through technology and more.

Nectar has a history. Hear about our future.

Nectar For The Wealth Management Ecosystem

Our mind-set is rebellious and the objectives for our firm are as straightforward as they are ambitious: together with our clients we want to radically change the way wealth management is being handled - for the benefit of the end client.

We Get Things Done

A complementary team of professionals stands in for you. Decades of experience, hands-on.
David’s career highlights: co-founding a data mgmt consultancy, working with Deutsche Bank and the BIS, and consulting with US Government via MITRE and Booz Allen Hamilton. David holds degrees in Computer Science and Psychology and a MSc degree in IT.

M. David Allen

Chief Technology Officer
David’s career highlights: co-founding a data mgmt consultancy, working with Deutsche Bank and the BIS, and consulting with US Government via MITRE and Booz Allen Hamilton. David holds degrees in Computer Science and Psychology and a MSc degree in IT.
Before co-founding Nectar and Fundbase, Michael’s career highlights included managing asset/wealth management projects at Oliver Wyman, helping ramping up Horizon21 and a convertible bond manager as an executive. He holds a MSc in Economy from the University of St. Gallen.

Michael Appenzeller

CEO, Co-Founder
Before co-founding Nectar and Fundbase, Michael’s career highlights included managing asset/wealth management projects at Oliver Wyman, helping ramping up Horizon21 and a convertible bond manager as an executive. He holds a MSc in Economy from the University of St. Gallen.
Raphi’s career highlight is working at Nectar Financial. More experience he gained working in the areas of Product Management and Finance for Secquaero Advisors (ILS), Man Investments/RMF (FoHF) and Credit Suisse. Raphi holds a Bachelor of Business Administration.

Raphael Bachmann

Head of Operations
Raphi’s career highlight is working at Nectar Financial. More experience he gained working in the areas of Product Management and Finance for Secquaero Advisors (ILS), Man Investments/RMF (FoHF) and Credit Suisse. Raphi holds a Bachelor of Business Administration.
Niloo’s career highlights include M&A attorney at VISCHER, derivatives lawyer at UBS IB and Head Legal Investment Mgmt. at UBS WM. She passed her Bar Exam in ZH with highest honors and holds a Masters in Corp. Law from NYU where she received the Dean’s Award.

Niloo Verma Bruppacher

General Counsel
Niloo’s career highlights include M&A attorney at VISCHER, derivatives lawyer at UBS IB and Head Legal Investment Mgmt. at UBS WM. She passed her Bar Exam in ZH with highest honors and holds a Masters in Corp. Law from NYU where she received the Dean’s Award.
Martin is the founder and former CEO of PortfolioNet, the first multi-custody wealth management platform, which he successfully built up. After finishing his Master in Banking at the University of St. Gallen he started his successful career in the wealth management industry.

Martin Schwizer

Member of the Strategic Advisory Board
Martin is the founder and former CEO of PortfolioNet, the first multi-custody wealth management platform, which he successfully built up. After finishing his Master in Banking at the University of St. Gallen he started his successful career in the wealth management industry.
Neil’s career highlights include CEO of Fondvest AG and senior roles as MD within UBS: Global Head Strategy and Head South America Asset Mgmt, Global Head Fund Sales, COO Financial Intermediaries. Neil has a degree in International Business from the Higher School of Economics in Zurich.

Neil Stiefel

Head of Business Development
Neil’s career highlights include CEO of Fondvest AG and senior roles as MD within UBS: Global Head Strategy and Head South America Asset Mgmt, Global Head Fund Sales, COO Financial Intermediaries. Neil has a degree in International Business from the Higher School of Economics in Zurich.
Before co-founding Nectar and Fundbase, Pius’s career highlights included IT Project Lead at ZKB, Deputy Head Product Management at Horizon21, Head of Operations at AgaNola. Pius holds a BSc in Business and a MB in Information Systems from VCU, USA.

Pius Stucki

COO, Co-Founder
Before co-founding Nectar and Fundbase, Pius’s career highlights included IT Project Lead at ZKB, Deputy Head Product Management at Horizon21, Head of Operations at AgaNola. Pius holds a BSc in Business and a MB in Information Systems from VCU, USA.

We are Nectar, the team that stands behind our promise to radically change the way wealth management is being done – for the good of the end client.

Michael, CEO
Raphael, Services
Etienne, Product Management
Frederic, Design
Niloo, Legal
Roger, Product Management
Cemil, Development
Andreas, Investment Management
Astrid, Administration
Nenad, Product Management
Christian, Development
Nurten, Development
Petra, Accounting
Laurence, Business Manager
Cathair McMenamin, IT Infrastructure & Services Manager
Jean-Pierre, Development
Martin, Strategic Advisory
Matej, Development
Neil, Business Development
Pius, COO
Sandra, Accounting
Brigitte, Administration
Alexander, Business Development
Lander, Development
Lorenz, Design
Martina, Operations
Alena, Administration
Juraj, Operations
Zuzana, Operations
Roman, Services
Barbora, Human Resources
Marian, Operations
Lukas, Operations
Alexandra, Operations
Lukas, Operations
Ivana, Operations
Michal, Operations
Lucia, Operations
Miroslav, Operations
Kristina, Operations
Martin, IT
Gustav, Business Development
Radomir, Operations
Natalia, Operations
Ivana, Human Resources
David, Development
Vladimir, Product Management
Petra, Operations
Viktoria, Operations
Dominika, Operations
Robert, Services
Daniel, Operations
Stanislav, Services
Ryan, Operations
David, CTO
Moustafa, Development
Erik, Development
Joshua, Development
Taylor, Development

We Serve The Industry Leaders Of Tomorrow

With a team of over 50 specialized professionals we take over all operational needs of Wealth Managers, Family Offices and Asset Managers of the future.

Operational Outsourcing

Nectar’s operational outsourcing platform already operates and consolidates over 30 billion CHF worth of assets across conventional, alternative and illiquid asset classes. World class Wealth Managers, Family Offices and Asset Managers rely on our staff of 50 senior experts globally who ensure a smooth execution of our services. Every day.

Regulated Intermediaries

Nectar provides a full service offering for regulated Asset Managers. From obtaining the FINMA license to the outsourcing of services such as risk management, compliance and operations. We ensure regulation becomes an advantage and provide our clients with the most efficient operating model in the market.

Bespoke Projects

We excel in projects for the most demanding clients such as banks, leading Asset Managers and Family Offices. We establish critical capabilities like set up of fund structures and operations processes, specialized portfolio management systems, reporting suites and Fintech like bespoke software engineering.

Be Nectar

Radical innovators wanted. Join our team. Redefine an industry with us.
This is your call to be part of the leading team changing an industry.
We value creativity, a strong sense of passion for what you do and a feel for beauty. We recruit globally.

Getting hungry? We would like to hear from you.
Check out our LinkedIn openings or apply directly to:

Contact Us

Four locations growing...
+41 55 417 57 57