Welcome to Unita Finanz & Treuhand AG

Cédric Schmid

CEO & Partner

Education:
Trustee with Federal Diploma of Higher Education
Licensed Auditor

Languages:
🇩🇪 🇫🇷 🇬🇧

Cédric Schmid co-founded Unita Finanz & Treuhand AG in 2013 with his father. He began his career as a trustee in 1997 with an apprenticeship at a trust office in Zug and worked in various small, medium, and large trust companies and family offices, both nationally and internationally.

“In a globalized business world, innovative and highly flexible solutions are a must in our industry so that the client can focus on their core business. My multilingualism, professional experience, and knowledge of various cultures help me to optimally support my clients both nationally and internationally every day.”

Mattia Lorandi

Senior Mandate Manager

Education:
Trustee with Federal Diploma of Higher Education, Postgraduate Federal Diploma of Higher Education in Taxation

Languages:
🇮🇹 🇩🇪 🇬🇧 🇫🇷

Mattia Lorandi has been working with us as a trustee since 2015 and has gained extensive experience in all areas of trust management during this time. In 2021, he successfully completed the federal diploma for trustees and is now competently available to our clients with his broad expertise.

“My passion for numbers convinced me to start my career in the trust industry. A friendly environment and the goal-oriented cooperation of employees make a company successful, and this is exactly what I found at Unita Finanz & Treuhand AG.”

Jürgen Kob

Senior Mandate Manager

Education:
Banker with further training in business administration & economics
CCFE – Certified Crypto Finance Expert, Zurich
CAS Digital Finance, Business School, University of Zurich

Languages:
🇩🇪 🇬🇧 🇫🇷

Jürgen is a consultant with over 30 years of experience in the traditional financial industry and has developed into an expert in FinTech and blockchain / cryptocurrencies in recent years.
As a board member / advisor in various Swiss companies, he offers his support in company start-ups as well as on a strategic level.
He is a member of various associations, including the FINTECH Circle Institute London (UK), the Crypto Valley Association Switzerland, the Bitcoin Association Switzerland and the German Trade Journalists Association DFJV.

“I offer honesty in our collaboration. Honesty, as it should be between friends. I will also forego a deal if it is disadvantageous for my business partner. This is exactly the philosophy I have found at UNITA.”

“Building trust takes years – destroying it takes seconds”

Marcel Schumacher

Education:
Trustee with Federal Diploma of Higher Education

Languages:
🇩🇪 🇬🇧

Marcel Schumacher, after a multi-year detour into international sales, decided in 2002 to return to the trust industry. Over these 19 years, he has worked in various small and medium-sized trust companies, where he has gained a lot of experience.

“Client care in various industries, a good working atmosphere, and extensive know-how from professionally interested employees convinced me to work at Unita.”

Ivana Cindric

Mandate Manager

Education:
Commercial Clerk EFZ

Languages:
🇩🇪 🇭🇷 🇬🇧

Ivana Cindric decided to join the team at Unita Finanz & Treuhand AG on October 15, 2019, after a short break. Her 10 years of experience in various areas of the trust industry will now also be available to our clients. We are pleased to have won her for our team and wish her a good start and much success in this new activity.

“After an internship in the trust industry, I quickly realized that I wanted to start my career in trust management. My long experience in the trust industry, as well as mutual trust, is a good basis for successful collaboration.”

Yvonne Holzer

Clerk / Accountant

Education:
Commercial Clerk EFZ

Languages:
🇩🇪 🇬🇧

Yvonne Holzer completed her commercial baccalaureate at a renowned pharmaceutical company while working. She then worked as an accountant at the same company. Before joining Unita Finanz & Treuhand AG in January 2024, Yvonne worked in finance and accounting at various, predominantly international companies.
“Unita Finanz & Treuhand AG provides exciting insights into the fiduciary industry and thus offers me the opportunity for professional development. With my in-depth financial expertise, I can support the team in a targeted manner. At Unita Finanz & Treuhand AG, I appreciate the wide range of tasks, the good working atmosphere and the team-orientated cooperation.”

Translated with www.DeepL.com/Translator (free version)

Andrea Fenyoe

Trustee Clark trainee

Education:
Management – Marketing

Languages:
🇮🇹 🇩🇪 🇬🇧 🇫🇷 RU

Andrea Fenyö, who has many years of experience in marketing and finance as an investment analyst for a family office, began training as a trust officer in 2024.

“At Unita Finanz & Treuhand, I can effectively contribute my many years of expertise in marketing and finance and support the team in the long term. At the same time, I see the opportunity to deepen my expertise in the field of fiduciary services. The obligation to always offer our clients the best possible solution is also a top priority at Unita Finanz & Treuhand. This focus is what motivated me to join the team.”

Severin Ulrich

Clerk and trustee in training

Education:
Specialisation in fiduciary services

Languages:
🇩🇪 🇬🇧

Severin Ulrich has been with Unita Finanz & Treuhand AG since August 2022. He graduated from high school in Zug and then opted for the adapted 2-year apprenticeship as a commercial employee EFZ specialising in fiduciary services. He is now completing a 2-year apprenticeship at Unita Finanz und Treuhand AG.

“Due to the varied work and the different customer segments, I learn new things every day. I also have a strong team around me that never gets boring.”

Nora Snedkerud

Clerk and trustee in training

Education:
Specialisation in fiduciary services

Languages:
🇩🇪 🇬🇧

“At Unita Finanz und Treuhand AG, I see the opportunity to develop in a renowned company and learn the basics of fiduciary matters. The informal atmosphere in the team really appealed to me.”

Nicole Reber

Executive Management Assistant

Education:
Psychology – Human Resources

Languages:
🇩🇪 🇬🇧 🇫🇷

After studying psychology, Nicole Reber worked for a telecommunications company. First as an assistant in the Human Resources department, later as the person responsible for the trainee programme, an entry-level programme for university graduates.

For several years, she worked on various projects on a voluntary basis until she took up the position of assistant to the management of Unita Finanz & Treuhand in June 2023.

“I see my role as an assistant primarily as support for the management, where I take on the administrative and organisational work. At the same time, I support and supervise our apprentices, a task that gives me great pleasure.

Bruno Beer

Tax Expert

Education:
Certified tax expert, 2000

Languages:
🇩🇪 🇬🇧

Bruno Beer has over 25 years of experience as a tax expert and many years of experience as a speaker in the field of national and international tax planning. His extensive expertise and practice-orientated approach benefit our clients in complex tax matters.

“I see my role as an assistant primarily as support for the management, where I take on the administrative and organisational work. At the same time, I support and supervise our apprentices, a task that gives me great pleasure.”

Cyrill Spindler

Tax Expert

Education:
Attorney at law, Certified tax expert

Languages:
🇩🇪 🇬🇧

Cyrill Spindler supports us with his many years of experience as a tax expert and as a speaker in the field of national and international tax planning. His extensive expertise and practice-orientated approach benefit our clients in complex tax matters.