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- Custodian
- Bank Vontobel · Charles Schwab & Company · UBS
- Clients
- Retail
- Platforms
- TimberCrest vector
- Established Date
- 04-01-2013
- Office Locations
- 1
Office Locations
About Lobnek Wealth Management Inc.
Lobnek Wealth Management is an independent Geneva-based wealth manager founded in 2006, licensed by FINMA and supervised by the SEC. It builds bespoke portfolios using a core/satellite framework and institutional-style, long-term strategies, supported by a proprietary reporting platform for consolidation, fee transparency, and risk oversight. The firm also supports entrepreneurs and companies, including U.S.-bound startups, with its Cash+ liquidity management solution and planning around fundraising and exits.
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Owner & Executives
MARC ANTOINE MORET
Chief Executive Officer, DIRECTOR, President
- CRD
- --
- Ownership
- Less than 5%
Gianpiero Sturzo
Chief Compliance Officer, CHIEF OPERATING OFFICER, Partner
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,956,302 | $1,086,937 |
| Non-Discretionary | $505,288 | $505,288 |
| Total | $12,461,590 | $1,038,466 |
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Separately Managed Accounts
Total SMA Asset: $12,461,590
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $236,860,623 | 30.6% |
| U.S. Government/Agency | $206,672,505 | 26.7% |
| Corporate - Investment Grade | $189,643,309 | 24.5% |
| Cash | $140,877,887 | 18.2% |
| Total | $774,054,324 | 100.0% |