Founder and Managing Partner, Member of the Executive Committee
Marc-André Sola started his first company at the age of 20 and has since founded, or co-founded, a number of businesses in different fields and in multiple countries. Mr. Sola holds a Masters of Law degree from the University of Zurich and serves on the board of various companies. He specializes in insurance and retirement planning, as well as tailored asset protection and estate and tax planning solutions. For over 20 years, he has been advising clients from all over Europe, North & South America, the Middle East, Asia, and Africa.
Mr. Sola is a sought after speaker at international investment, asset protection and estate planning conferences worldwide. Furthermore, he has published a variety of professional articles and co-authored the book, The Insured Portfolio, published by John Wiley & Sons (2010). He is a member of YPO (Young Presidents Organization), Zurich Chapter.
Dr. Josef Haid
Managing Partner, Member of the Executive Committee
Dr. Josef Haid holds a PhD and a Master in Economics from the University of Zurich. Since the early ‘90s, Dr. Haid has been an advisor to business owners and senior executives of large corporations and family offices. As Entrepreneur he founded, or co-founded several businesses in multiple countries.
Prior to his engagement with 1291 Group Switzerland, Dr. Haid worked for several years in management consulting for McKinsey & Company Inc., has been CEO of a privately owned company Group in Germany and held different international and national Board of Director mandates. Dr. Haid contributes to the 1291 Group and its customers a unique profile of 20 years of consulting and management experience in advising business owners and senior executives on investment and management decisions.
Dr. Josef Haid is a sought after speaker at international investment, asset protection and estate planning conferences.
Managing Partner, Member of the Executive Committee
Martino Leonardi is a Partner of 1291Group Switzerland He has vast experience in the fields of private insurance solutions, financial planning and in banking for wealthy clients.
In his career, Martino held executive positions with several leading insurance companies including Capital Leben and SwissLife, where he was instrumental to their success.
Prior to his engagement with 1291 Group Switzerland he was a Managing Director with Baloise Life, a Liechtenstein based insurer, specializing in Private Life Insurance solutions.
Dr. jur. Daniel Koller
Head of Legal & Compliance, Member of the Executive Committee
Dr. Daniel Koller is Head Legal & Compliance for 1291Group Switzerland After his bilingual (g/f) studies at the Faculty of Law at the University of Fribourg with an additional degree in European Law, Daniel Koller wrote a doctorate at the University of Zurich dealing with internet crime.
Since the beginning of his professional career in 2001, he has been engaged in various insurance sectors. After gaining experience at one of the largest Swiss Insurance Companies, for more than 6 years he served as Head of Legal & Compliance and COO of one of the leading life insurance companies in the financial sector, headquartered in Liechtenstein with a branch in Ireland. Furthermore, he played a key role in the parent company, a listed Insurance Group.
Serge Hediger is Managing Partner of 1291Group Europe and holds both a Master degree in Business Administration (MBA) and Law (LL.M.). He started in the insurance industry 20 years ago and advises UHNWI clients, their tax lawyers, private banks and asset managers. Since 2008, Serge has been a Board Member of the Liechtenstein Insurance Association.
Prior to his engagement with 1291Group Europe, Serge has been CEO of Valorlife Life Insurance in Liechtenstein and Ireland for seven years. Before, he held various management positions with a listed Swiss Insurance Group. He is a trusted expert in the field of asset protection, estate planning and regulatory issues related to Life Insurance. Serge regularly serves on task forces, which advise authorities on various topics.
Guna Mahalingam, Managing Partner of 1291Group Switzerland started his financial carrier in 1991 at Skandia Assurance & Financial Services in Zurich and Sweden. In the year 2000 he became Head of International Sales for Skandia Leben Switzerland. In 2003 Mr. Mahalingam partnered with a leading UK Hedge Fund Group and co-founded its Swiss operations. He was appointed Global Head of Institutional Sales for the Group and also served as Member of the Executive Board of Directors of its various companies around the world.
He is a certified Private Equity Specialist and member of the International Academy of Business and Financial Management (IABFM) (www.iabfm.org) and serves as Strategic Advisor – Asia for the “Gulf Islamic Investments Group”, UAE.
Mr. Mahalingam is a Member of the Executive Board and Senior Advisor of Finance & Investments of the Swiss Asia Chamber of Commerce in Zurich (www.sacc.ch) and regularly joins the Business Delegation of Federal Counsilors (Swiss Trade Minister) for trade discussions with ASEAN countries such as Malaysia, Singapore, Indonesia and Vietnam. In 2007 he was awarded Darjah Seri Sirajuddin Perlis by His Royal Highness DYMM Tuanku Syed Sirajuddin Raja of Perlis (XII King of Malaysia).
Yannick Häni is Partner of 1291 Group Europe in Liechtenstein and holds both a Bachelor degree in Business Law (B.Sc.) as well as a Master of Law in International Taxation (LL.M.). Since the beginning of his career he has worked in the insurance industry and is experienced in compliance, product development and financial advisement of HNWI and their tax advisors and asset managers.
Prior to his engagement with 1291Group Europe, Yannick worked for six years as an advisor of international Private Banking clients for one of the largest insurance companies in Liechtenstein. There he gained broad knowledge in tax optimization, asset protection and structuring as well as estate planning.
Adrian Lüthi is a Partner of 1291Group Europe and serves HNWI clients. He studied Economics at the University of Zurich and completed a post-graduate program at ETH Zurich on Project Management for Private Equity companies.
Prior to his engagement with 1291 Group Europe, Adrian worked for seven years with one of the largest Swiss Insurance companies in Switzerland where he gained in depth knowledge in areas such as asset protection, estate planning as well as private equity solutions. Prior to that, Adrian worked for a consulting group in the private banking sector and as a relationship Manager for a major bank in Switzerland.
Alexander Mitev is a Partner of 1291 Group Switzerland Ltd. He holds a Master degree in Economics and Finance from the University of Zurich. He has been advising UHNWI from Eastern Europe and Russia.
Prior to his engagement with 1291 Group Switzerland, Mr. Mitev worked for Credit Suisse in Zurich, St. Petersburg and Moscow, where he was instrumental in the setup of the representative office in St. Petersburg and the successful growth of the Moscow office and Russia overall. Mr. Mitev worked for Credit Suisse in Russia from since 2005 – 2010 ultimately ending as the Chief Representative in Moscow. Mr. Mitev adds to 1291 Group Switzerland a broad banking and market experience in Central and Eastern Europe. Mr. Mitev is fluent in Russian, German, English and French.
Erika Nolan is the CEO of the 1291 Group of the Americas. The 1291 Group of the Americas specializes in tailored asset protection and tax planning solutions as well as unique asset management options. The 1291 Group of the Americas caters to the U.S & Latin American markets and works with professionals as well as private individual investors.
Prior to her role with the 1291Group of the Americas, Erika was the Executive Publisher for The Sovereign Society and Dent Research, divisions of Agora Publishing, for 16 years. She is the co-author of The Offshore Advantage – The Beginner’s Guide to Going Offshore (McGraw-Hill 2009) and The Insured Portfolio (Wiley 2010). In addition, she has written dozens of financial and asset protection articles for The Sovereign Investor and Offshore Confidential. Erika is sought after speaker at international financial conferences around the world.
Erika is a member of the Young Presidents’ Organization’s Florida chapter (www.YPO.org), the world’s premier peer network of chief executives and business leaders. She travels extensively throughout Europe and South America.
Magnus Du Rietz
Magnus Du Rietz is a Partner with 1291Group Europe . He started tailoring the then NMG-products for Sweden in 2002.
After Law and Finance studies at the University of Stockholm he has been working in the insurance and finance industry since the early 70’s. He was one of the first advisers in Sweden to connect the banking and insurance business and in the mid- 80’s, he established an insurance department in a private bank. In the late 80’s, Mr. Du Rietz founded his own business, Pensions Planering Stockholm AB, where he continued working as adviser for high net worth individuals.
In the early 90’s, when the international finance market opened up in Sweden, he started tailoring new safe investment solutions together with international insurance companies and Swedish asset managers. Over 30 years in this market has given him a vast experience.
Barry Fromson is a partner. He started his career in financial services in 1980, working for a large International Life assurance company in the UK.
In 1982, he moved to an independent wealth management company, advising high net worth and corporate clients on financial and insurance solutions. He continues to serve as a partner in the strategic planning and group side of the business.
His experience in the fields of private insurance solutions, financial planning and wealth management has proved to be very valuable to his wealthy clients in the UK and other parts of the World.
Oren Haim Rose
Oren Haim Rose is the founder and managing partner of GNC, a financial consulting firm, founded in 2001 and specializing in the Japanese market. Mr. Rose counts on a global network of prime investment and legal professionals and primarily advises Japanese clients in the area of investment consulting, estate planning, asset protection and second citizenship. Furthermore, Mr. Rose is a famous author for several successful wealth management and investment books written in Japanese and published only in Japan. Besides Japanese, Mr. Rose speaks fluently in Hebrew, English, and some Hungarian.