Urs Frutig has enjoyed a long-standing career in the field of banking. After originally training as a banker at a cantonal bank, he went on to study business management and finance at the University of St. Gallen.
As an executive and board member of listed banks as well as CEO of a major financial institution, he has extensive experience of all facets of the banking business.
Before moving to Helvetic Trust he was the Managing Director and Branch Manager of a private bank in Berne for a number of years.

Ruth Fischer began her career in finance twenty-five years ago with Kantonalbank of Lucerne. Starting in 2001, she worked for the Swiss Stock Exchange SIX and then advanced her career as an analyst with the internationally leading derivatives exchange Eurex.
During that time, she also acquired the Swiss official certificate as an Expert in Finance and Investment. She is also holder of the title «Certified International Wealth Manager». Prior to her switch to Helvetic Trust, she was a Director at UBS AG and responsible for Institutional Clients varying from Hight Net Worth Individuals to pension funds and foundations.
Her extensive knowledge in portfolio management as well as advising with a holistic approach conclude her impressive résumé, making her an invaluable asset with regards to our Family Office Services.

Roger Eichenberger spent more than 13 years at Credit Suisse (Switzerland) Ltd. in various advisory roles in the Private Banking division. Most recently, as Expert Relationship Manager, he supported wealthy private clients, corporate clients, associations, foundations and cross-generational family structures with interdisciplinary issues relating to the optimization of wealth structure.
In addition to conceptual asset and investment advice, the portfolio of tasks also included advice in the areas of financing and individual pension and succession planning. In addition, he accompanied the entrepreneurial client in the cycle from the foundation to the succession and supported the process of asset transformation, potential restructuring and the structuring of occupational pension plan in the extra-mandatory sector.
He also assisted entrepreneurial clients in the cycle from start-up to succession and supported the process of asset transformation, possible restructuring and the design of occupational pension plans in the extra-mandatory area.
Roger Eichenberger completed his academic education as a Master of Science in Business and Administration at the University of Berne and holds the Swiss Federal Diploma as a Finance and Investment Expert and the international Certified International Wealth Manager (CIWM) diploma.

Leandra Oertig started her career in finance at Credit Suisse (Switzerland) Ltd. Over the last few years, she has been responsible for providing comprehensive advice to entrepreneurs and members of management. In addition to personal asset and investment advice, her activities also included advice in the area of lending business as well as individual pension and succession planning.
In addition to looking after and supporting wealthy private clients, she was also responsible for providing strategic advice and developing customised investment and asset strategies for small to medium-sized companies, associations and foundations.
With her Master of Science in Business and Administration from the University of Bern, the Swiss Federal Diploma in Finance and Investment and the International Diploma in Wealth Management CIWM, as well as various additional training courses, she has extensive financial knowledge in the area of holistic client care and the resulting individual needs. In the proven team constellation with Lars Sommer and Roger Eichenberger, Leandra Oertig advises private individuals, families and legal entities in tailor-made wealth solutions and family office services.

Evelyne Chaubert has worked in the financial sector for more than 20 years. At UBS in the Swiss market, she accompanied mainly Swiss clients through all stages of their lives – from the purchase of real estate and comprehensive pension planning to company succession solutions and the long-term, diversified investment of free assets.
At the head office in Zurich, she spent six years looking after wealthy private clients from Latin American countries, primarily in asset management, but also in the area of inheritance solutions by structuring family assets through foundations, trusts and asset-managed life insurance.
After successfully completing her federal diploma as a finance and investment expert and her international CIWM diploma, Evelyne Chaubert made the switch to Helvetic Trust in order to be able to work independently and thus exclusively in the interests of her clients. Since 2015, her extensive expertise has been put to good use in asset and portfolio management in Berne, among other areas.

Lars Sommer started his career with a commercial apprenticeship at Credit Suisse and worked for this bank for six years. Most recently, he was active for three years in the role of Account Manager in the Entrepreneures & Executives desk (Private Banking). In tandem with an expert relationship manager, he was primarily responsible for the operational side and the day-to-day business of the client book.
The clientele primarily comprised entrepreneurs, wealthy families, small and medium-sized companies as well as associations and foundations. The main focus of his work was on asset and investment advice, the development of various financing constructs and day-to-day banking issues (including FX, securities trading and basic services).
He was also responsible for the business risk management of the entire market in an ambitious environment and supported the management in this increasingly important topic at various levels.