Team

Marcel Stefan Lüde

CEO

Marcel was able to gain useful insight from a very early age. Over the years Marcel managed to create a broad network built on reciprocal respect and trust both in Switzerland and internationally. Always been inspired by the idea of reinventing Swiss wealth management beyond what we experience today with many financial institutions. Marcel believes that traditional values such as entrepreneurship and reliability characterize our actions and form the basis of everything we do.” With the Wama team, we are well positioned to build on these fundamental principles and set off into a new era as pioneers in our industry.”

Emil Emery

CFO

Prior to joining Wama , Emil worked as the CFO in an international and intercultural environment with operations across the world. He was focused on restructuring, turn around and change management, bringing a cost awareness culture into the company and managed the business based on low cash balances.
“Having worked with different companies in my career in the areas of machinery industry, legal and consulting as well as construction, I have gained considerable experience in various businesses facing diverse challenges. Today, I very much consider myself as a t-shaped employee: broad skillset with a clear focus on finance. I believe that the combination of having a wide horizon together with an entrepreneurial mindset and, most of all, common sense will allow you to work successfully alongside of your clients.”

Fred Levy

CIO

Fred began his career in finance at Credit Suisse’s , covering Hedge Funds, Private Equity, Insurance Linked Strategies and Energy Infrastructure Investments where he gained in-depth knowledge of alternative investments and helped to structure various funds.

I am a passionate entrepreneur with an urge to get things done pragmatically. Combining the entrepreneurial spirit and a can-do attitude while ensuring things are done in a compliant and process-oriented way is challenging but can be very rewarding if done correctly. At Woodman, I am motivated by this combination, which enables us to achieve an enormously high level of effectiveness and professionalism.”

Adam Gores

COO

Adam Gores joins Wama from Société Private Banking in Geneva where he served for nine years as Global Head of Investment Strategy. Previously, he led teams at International Private Banking as Chief Investment Officer. He has worked in Switzerland since 1997and before that held senior investment positions at Private Bank in London.

He studied financial analysis and portfolio management and holds degrees from St Andrews University and Teesside Polytechnic.

“Throughout my career, I have become convinced of the importance of playing as a team, and our roster of investment professionals has an incredible wealth of experience on which we can leverage to tailor innovative, sustainable solutions to best meet our clients’ needs.”

Martin Ebner

Consultant

We have strengthened our operational capabilities without renouncing our values. We offer personalized financial services to meet each client’s needs in an increasingly complex world. Service excellence is in our DNA.

Eric Aponte

Consultant

In his last role at Credit Suisse, Eric managed a team covering all legal and compliance tasks for the asset management and mutual funds business in Switzerland Eric has always been passionate about standardization and leveraging technology to simplify the demands of modern legal and compliance work.

With his area of expertise he is fostering Wama Asset Management’s risk and compliance framework and support its digital transformation.

Eric is an independent Senior Consultant for Finance and Strategy with experience in Banking and with a focus on Independent Asset Managers, Family Offices and Banks. Eric holds a Master of Business Administration (MBA) . He is a highly regarded guest speaker at strategy Meetings advisor to the board of directors of various Independent Asset Managers.

With his vast experience, Eric is essential for Wama’s organic and inorganic growth strategy.

Robert Tabel

Consultant

Robert is responsible for real estate investments across the Wama Asset Management. He chairs the UK and European investment committees and is also responsible for portfolio performance, client reporting and asset management strategy. Wama has overall responsibility for ESG matters.

Arian Chandra

Consultant

Arian is working as a consultant in Wama Asset Management. He is responsible for sourcing new opportunities across Europe which include: asset management, property management, transaction management, asset surveillance and advisor.