James Phillips, Managing Director, Head of Zurich, has worked within Wealth Management for over 35 years. Having spent the majority of his career in the UK with Lloyds Private Banking, he relocated to Switzerland over 15 years ago working for Credit Suisse as Director on their UK team, then overseeing the Swiss business of Artorius as a founding employee until the busines ssale in 2022. James joined Trinkler & Partners Ltd. in Zurich just when the Cardea Europe acquisition was being finalized, and heads up the UK and Northern Europe markets, including Netherlands and Scandinavia.
James acts as trusted adviser to a number of wealthy families and individuals, as well as focusing on transactions in Real Estate, Corporate Advisory and private and institutional Financing. He has acquired a deep understanding of UK tax planning opportunities during his career, including supporting Non Domicile clients and those clients considering succession strategies for future generations. Providing unconflicted impartial advice is an integral part of James’ offering to clients.
Annick Lauper Jäger, Managing Director, CIO, worked from 1995 – 2017 for UBS AG. From 2011 until her move to Trinkler & Partners Ltd., she served as Senior Client Advisor to HNWI clients, mainly in France and Switzerland. After being promoted to director in 2003, she served as senior client relationship manager at UBS Global Asset Management until 2011, where she was responsible for the distribution of UBS funds to third-party banks.
Moreover, she was responsible for the development of innovative fixed income fund products. From 1997-2003, she led a team of portfolio managers at UBS Wealth Management, with a focus on European equities. Education: degree in economics and social sciences from the University of Fribourg. 1999 CEFA / AZEK certificate, 2013 CWMA certificate (Certified Wealth Management Advisor). Languages: French, German, English.
Maximillian Böhme, Client & Office/Operations Manager, started his career in finance in 2007 at Credit Suisse. After successfully passing the apprenticeship in 2010 he joined the UK/Ireland Private Banking desk as an assistant.
In 2015, Max joined the founding employees of Artorius Wealth in Zurich, helping to set up the office and managing the day to day business with clients and business partners.
In September 2022, Max joined Trinkler & Partners Ltd. as Client & Office / Operations Manager and continues to support clients domestically in Switzerland, and across Europe and the UK. Max is a bi-lingual in English and German.
Nicholas Hodson, Executive Director, International CIO, started his investment career with Mercury Asset Management in London, where he worked on global equity fund management before moving to Lloyds Private Banking as Head of UK Equity Research in 2001, later becoming responsible for all UK discretionary assets. He moved to Switzerland in 2009 to run the UK and Gibraltar Investment Advisory business before moving to Credit Suisse in 2011.
Since then, Nick has founded an investment education business and joined Trinkler & Partners Ltd. in 2022. Nick is a Chartered Financial Analyst, an award-winning technical analyst and an MBA student.