In an exciting development for the financial services landscape in Switzerland, former UBS executives are joining the dynamic team at Lumen Capital, an independent asset management firm based in Zurich. This move signifies Lumen Capital’s ambitious growth strategy as it seeks to enhance its offerings in wealth management.
Leading the charge is Haas, who brings more than two decades of experience in wealth management, both within Switzerland and on an international scale. Since kicking off his career in 2004 with UBS’s international wealth management division, he has amassed a wealth of knowledge that places him in a prime position to contribute to Lumen Capital’s success.
From 2010 to 2014, he played a pivotal role in establishing a private bank in Zurich, managing its private banking operations. Following this venture, he dedicated a decade to advising affluent Swiss clients at UBS as a Senior Client Advisor, eventually taking the helm as Team Leader. “At Lumen Capital, I can offer my clients tailored, conflict-free advice. Active listening is key for me to fully grasp their needs,” Haas explained, painting a picture of client-centric service.
His academic credentials include a Master’s degree in Economics from the University of St. Gallen and a Chartered Alternative Investment Analyst (CAIA) diploma. Additionally, he is recognized as a Certified Wealth Management Advisor (CWMA) for the Swiss market—a trifecta of qualifications that bolsters his expertise.
In an equally exciting development, Lumen Capital has welcomed Matthias Krauland to its Advisory Board. A distinguished figure in the financial realm, Krauland previously held positions at UBS before moving to Deutsche Bank, where he continues to lend his insights as an Advisor.
Boasting more than 18 years at Eisenmann SE, where he served as CEO for over twelve years and is now Chairman of the Board, Krauland brings a wealth of experience from the world of manufacturing, particularly serving the automotive industry from his base in Böblingen, Germany. His diverse background enriches Lumen Capital’s strategic direction, melding finance with industrial insights.
This intriguing mix of talent at Lumen Capital promises a robust and innovative approach to asset management that could change the game in the Swiss market.
What is Lumen Capital’s strategy for growth? Lumen Capital aims to expand its service offerings by leveraging the extensive experience of its newly appointed team members, focusing on tailored, conflict-free wealth management.
Who is leading the wealth management efforts at Lumen Capital? Haas, with his rich background of over 20 years in wealth management, is spearheading wealth management at Lumen Capital, emphasizing individualized client experiences.
How does Matthias Krauland contribute to Lumen Capital? As an Advisory Board member, Krauland provides strategic insights drawn from his extensive experience in the financial sector and as an industry leader at Eisenmann SE.
