Marc Bachmann
Managing Partner and Owner
Ivana Meyer-Kaluzova
Partner
lic. oec. HSG
Financial Analyst with federal diploma
Finance and investment expert with federal diploma
Certified EFFAS Financial Analyst
Ivana Meyer has more than 25 years of practical experience in the financial sector, particularly in risk and funds management as well as in the area of non-mandatory pension solutions with individual investment strategies.
Ivana Meyer-Kaluzova studied economics (lic. oec. HSG) at the University of St. Gallen. In addition, she has successfully completed various post-graduate courses and holds diplomas as a Finance and Invesment expert, as a Financial Analyst and Asset Manager as well as being a Certified EFFAS Financial Analyst. She is CEO of AXON Pensions Xperts AG and is a consultant for bachmann & partner AG.
Ivana lives in Zug. She is the mother of a adult daughter. At bachmann & partner ag her focus is on servicing companies and wealthy private clients.