Key People

Thorsten A. Bertl

Managing Partner
First Alliance Group

    • Legal background, with over 20 years of experience in complex private structures

    • German, English

Marcelo Goulart

Managing Partner
First Alliance Group

    • Corporate finance, wealth management, and transaction advisory

    • English, French, Portuguese, Spanish

Jamie T. Williams

Director
First Alliance Hong Kong

    • Legal background, with over 20 years of experience in trusts and life insurance structures

    • English

 

Dr. Aleidus Bosman

Founder & Senior Advisor

    • Legal, business management, and complex structures

    • German, English, French

Leo Screnci

Director, Senior Trust Officer, TEP

    • Over 30 years of experience in trust management in Switzerland

    • German, English, Italian, French

Sabrina Pianta

Director, Senior Trust Officer, TEP

    • 15 years of experience in trust management in Switzerland and Singapore

    • German, English

 

Hugo Stempfel

Relationship Management
Key Clients

    • Wealth management for UHNW, family office

    • French, English, German, Spanish, Italian

Claudia Badri

Finance Control & Accounting
 

    • Finance controlling, accounting, taxes

    • English, German, French

Katherine Arce

Trust Administration
 

  • Compliance and reporting