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Marc B. Bourquin, Advisory Board

OUR TEAM

Marc Bourqin Valeria Capital AG
Valeria Capital AG

Career

February 2026 - today

Member of the Advisory Board at Valère Consulting SA

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2021 - 2026

Partner and Senior Portfolio Manager at Valeria Capital AG

Responsible for discretionary mandates as well as for the Client Relationship Management of our key market Spain. Member of the Investment Committee

 

2017 – 2021

Managing Partner and CEO of Swiss Capital Wealth Management (Liechtenstein) AG, Vaduz. Head of Portfolio Management and Chairman of the Investment Committee

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2011 – 2021

Managing Partner, Swiss Capital Wealth Management AG, Zürich

Head of Portfolio Management and Chairman of the Investment Committee

 

2007 – 2011

Partner and Senior Relationship Manager at Swiss Capital Wealth Management AG, Zürich

Responsible for the Southern Europe region and the UK market

 

1995 – 2007

Member of the Executive Board and Senior Representative, Credit Suisse (Guernsey) Ltd., London

Leading a team of client relationship managers and responsibility for servicing HNWI's and institutional clients. Global marketing activities for Credit Suisse (Guernsey) Ltd.

 

1991 – 1995

Senior Portfolio Manager, Credit Suisse (Guernsey) Ltd., Guernsey.

Responsible for the management of discretionary portfolios and member of the Investment Committee

 

1990 – 1991

Assistent Senior Representative, Credit Suisse (Guernsey) Ltd., London.

Assisting client advisory and the acquisition of HNWI's and institutional clients

 

 

1988 – 1990

Junior Investment Advisor, Credit Suisse, Zürich

 

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Education

1991

SFA Registered Representative, London

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1980 – 1983

Commercial apprenticeship in banking

Languages

German, English, French and Spanish

My personal craft skills

Traveling and experiencing new cultures and their culinary influences

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