Laura Bellrose

Anja Hoffmann draws on a background in listed-company investor relations to explain portfolio decisions clearly and place them in the context of clients’ wider financial priorities. She manages relationships with more than 180 private clients and families, with a focus on retirement and long-term planning. Her client-satisfaction score reached 4.8 out of 5 in the latest annual survey. Anja also organises the firm’s twice-yearly client seminars in Lucerne. Working in German and English, she brings a direct, structured approach to conversations that can otherwise feel complex.

She approaches client meetings by connecting investment information to the decisions a household actually faces. Rather than leaving clients with a collection of market observations, she seeks to clarify what those developments mean for the next discussion about their plans. Her investor-relations experience informs a careful choice of language and a preference for explaining the reasoning behind decisions, including the assumptions and uncertainties involved.