Simon Roland Minder

ist offen für Projekte. 🔎

Inhaber, Independent Family Office Advisor, M76 | Family Office Consulting Ltd.

Cham ZG, Schweiz

Über mich

Simon Minder is a seasoned independent family office advisor with more than two decades of expertise in the family office sector. His primary role involves providing support to families and single-family offices, where he serves as a vital member of their investment committee, currently working for seven distinct families. Furthermore, he extends his services by representing families as a dedicated member of the board of directors for their investments. Beyond these core responsibilities, Simon specializes in guiding families through the establishment of their virtual or single-family offices. In this capacity, he plays a pivotal role in the selection of appropriate software solutions to streamline their operations. Moreover, he lends his expertise to existing family offices by assisting them in the evaluation and, when necessary, replacement of their software solutions.

Fähigkeiten und Kenntnisse

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Beratung
Projektmanagement
Unternehmensführung
Vorstand
Unternehmensstrategie
Vermögensverwaltung
Family Office
Asset Allocation
Operations

Werdegang

Berufserfahrung von Simon Roland Minder

  • Bis heute 2 Jahre und 3 Monate, seit März 2022

    Senior Advisor

    GreenLock AG

    GreenLock is an all-in-one platform to analyze, manage and monitor your investment fees and associated costs.

  • Bis heute 2 Jahre und 5 Monate, seit Jan. 2022

    Member of the Board of Directors

    capQon AG

  • Bis heute 2 Jahre und 11 Monate, seit Juli 2021

    Associate

    Global Partnership Family Offices (GPFO)

  • Bis heute 3 Jahre und 5 Monate, seit Jan. 2021

    Member of the Board of Directors

    WealthArc (WealthArc, Inc.)

    Member of the Board of Directors of WealthArc, Inc. A leading and award-winning Zurich-based wealthtech company bringing thorough digitization to wealth management with its cloud-native platform.

  • Bis heute 3 Jahre und 10 Monate, seit Aug. 2020

    Independent Family Office Advisor

    M76 | Family Office Consulting Ltd.

    Professionelle Beratung für Familien, Single- und Multi-Family Offices auf strategischer Geschäfts- (Verwaltungsratsmitglied und/oder Aufbau/Selektion) und Investitionseben (Mitglied des Anlageausschusses) sowie in Projekten, Softwareselektion/-implementierung und bei operativen Herausforderungen.

  • Bis heute 5 Jahre und 2 Monate, seit Apr. 2019

    Investment Committee Member

    Single Family Office

    Member of the Investment Committee of a Single Family Office in Switzerland.

  • 2 Jahre und 5 Monate, Aug. 2021 - Dez. 2023

    Member of the Board of Directors

    Key Family Partners SA

  • 1 Jahr und 1 Monat, Juni 2022 - Juni 2023

    Chairman

    DECOMPLEX AG

    Decomplex connects culture and assets. Collaborative digital Infrastructure for systemic Family Risk Management. Combining Peer Insights with award winning digital transformation expertise.

  • 6 Jahre und 1 Monat, Juli 2014 - Juli 2020

    Managing Partner & Chief Operating Officer

    Marcuard Family Office
  • 10 Jahre und 6 Monate, Jan. 2004 - Juni 2014

    Partner & Chief Information Officer

    Marcuard Family Office
  • 2 Jahre, Juli 2001 - Juni 2003

    Professional Service Consultant

    MISYS-IBS

  • 10 Monate, Juli 2000 - Apr. 2001

    Business Analyst

    Credit Suisse Private Banking

  • 6 Monate, Jan. 2000 - Juni 2000

    Trainee

    Credit Suisse First Boston, London

  • 1 Jahr und 9 Monate, Dez. 1997 - Aug. 1999

    Back Office

    Credit Suisse Private Banking

Ausbildung von Simon Roland Minder

  • 2 Jahre und 1 Monat, Nov. 2006 - Nov. 2008

    General Management

    HWZ, Zürich & USQ (University of Southern Queensland), Australia

    www.fh-hwz.ch www.usq.edu.au

  • 4 Jahre und 1 Monat, Okt. 2002 - Okt. 2006

    Rechnungswesen

    HWZ Zürich

    www.fh-hwz.ch

Sprachen

  • Deutsch

    Muttersprache

  • Englisch

    Fließend

  • Spanisch

    Grundlagen

Interessen

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Karate (1. Dan)
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