DORSUM'S NEW WEALTH PORTAL
COMES TO SWITZERLAND

After having spent over 20 years advising international High Net Worth Individual (HNWI) clients at different banks like Raiffeisen Group, Société Générale, UBS AG and Cornèr Banca SA, I am fully representing the interests of my clients as an Independent Investment Expert in Partnership with the Zürich based Family Office called Sonnenberg Wealth Management AG.

I am an experienced Investment specialist with a demonstrated working history at different financial institutions in Hungary and Switzerland for over 20 years. My professional experience covers Business Development, Wealth Preservation Planning, Portfolio Management, Customer Relationship Management (CRM), Private Equity, Venture Capital investments, Financial Planning for companies as well as for High Net Worth Individuals (HNWI) and their families.

I am lucky enough to have a multicultural educational background, also had the chance to live in 4 different countries and to hold Hungarian as well as Swiss nationalities. I am proud dad of 2 teenager sons and have been residing in Switzerland since 2006. In my free time, I mainly enjoy outdoor activities: riding my mountain bike, balancing on my windsurf board, hiking and skiing on snowy slopes in wintertime. I am also a voluntary Member of the Board of the Aquastar Water Polo Club in Zollikon/Switzerland and help to organise the activities of the Club’s different teams.

I am passionate about tech and business development with a special focus on the digital transformation of the banking and wealth management space. After gaining experience in the AI and personalization industry, I joined Dorsum, one of Europe’s leading wealth tech firms. By constantly monitoring and consulting with the leading financial players I have the opportunity to bring the most up-to-date knowledge to new territories and transform it into valuable strategic approaches together with our partners. At the same time, by understanding the needs of the market and having the ability to match them with Dorsum’s hunger for innovation, I develop and execute go-to-market strategies for Dorsum in Western-European countries. I strongly believe in personal connections; hence I travel often to meet with local experts to discover their needs and build the best solution for the given business case together.