One firm, one team, one process
Stephan Welti joined 2Xideas as Chief Operating Officer and Partner in September 2020. Previously, he was on the management team of Sygnum Bank, where he led the regulatory process to obtain the first-ever banking licence for a digital asset bank. From 2015 to 2018, he ran the Regulatory, Compliance & Legal FSI division of Deloitte Switzerland, including FINMA mandates. He also founded and led a management consulting firm during that time. From 2009 to 2015, he served on the Executive Committee of a leading Swiss private bank as Chief Risk Officer & General Counsel. Stephan started his career at an international business law firm.
Stephan holds a Master's in Law from the University of St. Gallen and a LL.M. in International Business Law (CAS) from the University of Zurich. He has participated in a number of expert groups, and has lectured on private and business law at the University of St. Gallen.
Andreas Apitz joined 2Xideas as Sales Director in April 2021, and was made a Partner in the firm in 2022. Over the last 15 years Andreas has been the co-founder and partner of ISPartners Investment Solutions, a Zurich based firm, that specializes in incubating, shaping and structuring both new and emerging fund managers as well as providing investors with access to high-quality investment opportunities. In his role as Head of Sales at 2Xideas, Andreas has built a broad network of private and institutional investors throughout German-speaking Europe. Previously, Andreas worked with Lehman Brothers in London in various equity trading and prime brokerage functions, eventually being appointed director and head of Delta One trading.
Andreas has a background in economics with a specialization in equity and derivative trading. He holds a Master’s degree from Ludwig-Maximilians-Universität München.
John Kelly joined 2Xideas as Sales Director and Partner in September 2014. Previously, he worked at Bank am Bellevue from 2004 to 2014, managing the relationships to institutional clients based in Anglo-Saxon markets. He became the Head of Equity Sales in 2011. From 1997 to 2004, John worked as an equity analyst covering financial stocks for Merrill Lynch in London and NCB Stockbrokers in Dublin. John started his career with Deloitte in Ireland, where he worked as a chartered accountant for four years.
John is a Fellow of the Institute of Chartered Accountants (FCA) in Ireland.
Peter von Moos joined 2Xideas as a Sales Director in September 2018. Previously, he spent eight years at Credit Suisse's International Trading Solutions desk in Zurich, advising clients on tactical equity positioning with a focus on US equities. He serviced large wealth management accounts ranging from ultra-high net worth individuals to family offices and asset managers. Peter started his career in 2006 as a buy-side equity analyst covering insurance stocks for Credit Suisse Private Bank.
He holds an MA in Accounting and Finance from the University of St. Gallen and is a CFA® charterholder.
Pedro Guerra joined 2Xideas as a Sales Director in June 2018. Previously, he was the CFO and a principal shareholder in ResearchPool, a digital platform to discover and purchase investment research. From 2001 to 2017 , Pedro worked at Banco BPI, managing virtual portfolios for institutional investors as well as relationships with institutional clients in France. He served as the country manager for over five years, hiring and managing a team of sell-side equity analysts and salespeople.
Pedro holds a Master's degree in Economics from Porto University and completed the Advanced Management Program at INSEAD. He is also a CFA® charterholder.
Kenneth Pryce joined 2Xideas in New York as Sales Director in January 2020. He has over 20 years’ experience in fund sales, equity sales, and equity analysis. Prior to joining 2Xideas, Kenneth worked at Champlain Advisors raising institutional capital for US alternatives funds. Previously, he worked in equity sales managing relationships to US and UK institutional clients at investment banks Helvea, Bank am Bellevue, and Deutsche Bank. Kenneth started his career in London in 1998 as an equity analyst covering pan-European companies at Jefferies/Europe Co., Commerzbank, and Berenberg before joining Deutsche Bank in 2006 to work in equity sales.
Kenneth holds BA degrees in Business Administration from Middlesex University in London and Reutlingen University (ESB) in Germany.
Daniel Endres joined 2Xideas as Sales Director in June 2022, and has more than 12 years of experience in European fund sales. Before joining 2Xideas, he worked at RAM Active Investments and was responsible for fund sales in Germany and Benelux. Previously, Daniel was co-head of international sales for DNB Asset Management, where he led DNB's fund sales activities in Europe outside the Nordic countries. Daniel started his career at an independent finance and insurance broker as a senior financial consultant, and also gained experience in private banking with Skandinaviska Enskilda Banken in Luxembourg.
Daniel has a background in economics with a specialization in the finance and insurance sector. He has a degree from the Saarland University of Applied Sciences.
Ayup Said joined 2Xideas as Financial Controller in November 2020. From 2014 to 2020, he held various positions at PricewaterhouseCoopers AG, having started his career as an auditor in the financial services sector. Ayup held joint responsibility for the monthly and yearly closing of PwC Switzerland’s groupwide accounting, and led and implemented the internal project controlling. He was also and was responsible for internal controls at PwC Switzerland.
Ayup holds a Bachelor’s in Business Administration with a specialization in Banking and Finance from Zurich University of Applied Sciences in Winterthur.
Adrian Kunz joined 2Xideas as an RFP Manager in June 2021, and was appointed Head of Fund Operations in September 2022. Previously, he worked on Man Group’s Sales Management team as Head of Market Intelligence. Adrian started his career as a fund analyst at a Zurich-based wealth manager.
Adrian holds a Master’s in Business Administration from the University of Zurich.
Nicolai Weinberger joined 2Xideas as a Fund Operations Manager in May 2022. Prior to that, he worked at Mercer Alternatives AG as a Fund Operations Analyst, at Swiss Finance and Property AG as a Fund Administrator, and at UBS AG as a Securities Specialist.
Nicolai holds Diplomas as a Certified International Investment Analyst and as a Chartered Alternative Investment Analyst.
Elina Stutz joined 2Xideas as a Fund Operations Manager in November 2019. Previously, she worked on the client reporting team at Vontobel Asset Management, and in operations at Sp-Fund Management Company.
Elina holds a Master’s in Business Administration specialized in Future Studies and Customer-Oriented Services from Laurea University of Applied Sciences in Finland.
Joachim Riedlechner joined as the Head of 2Xideas Europa AG in Vaduz, Liechtenstein in July 2022. Prior to that, he was managing director of a FMA licensed multi-family office in Liechtenstein. Previous experience includes a broad range of roles throughout investment management, including trading, portfolio management, and middle office with various banks and asset managers in Liechtenstein.
Joachim holds a BA in Business Administration and a diploma as a Certified International Investment Analyst CIIA®.
Andrew DeBoo joined 2Xideas in October 2019. He had earlier worked as a sustainability analyst in private banking with Bank Sarasin, as an editor/supervisory analyst at UBS Wealth Management, and as an investment writer with Vontobel Asset Management.
Andrew was a graduate fellow in Philosophy at Emory University in the US, and completed a degree in Chemical Engineering at the Fachhochschule Aachen in Germany.
Craig Wesley Jones joined 2Xideas in December 2021. He has been editing equity research since 1989, first covering Asian-Pacific companies from Tokyo (Prudential-Bache, Nomura) and later pan-European and emerging markets stocks from London (Credit Lyonnais, Citigroup, JPMorgan Chase).
Craig holds a BA in Literature and History in Art from the University of Victoria in British Columbia, Canada.
David Ryder began work as an external Communications Consultant at 2Xideas in March 2022. Previously, he was Head of Investment Communications at Lloyds Banking Group (Wealth), which became Schroders Personal Wealth. David began his career as an international Finance and Legal Publisher based in Hong Kong, before launching a number of successful magazine, web- and book-titles through his own UK-based company. David holds a BA (Hons) degree from The University of Hull and is IMC-qualified.
Filip Vukovic joined 2Xideas as Graphic Designer/Premedia Specialist in August 2019. Previously, he worked as pre-press technology and marketing specialist and cross-media project manager at UBS from 2014 to 2019. Before UBS, he worked at Limmatdruck as premedia specialist with the main focus on automated catalog production and innovations.
Filip has over 14 years of experience in the graphic and print services industry. After his apprenticeship as a premedia specialist (Polygraf EFZ), Filip graduated as Pre-Press Technology Specialist with a Federal Diploma of Higher Education.
Benjamin Maletic joined 2Xideas as a Graphic Designer in March 2021. From 2008, he was responsible for several projects and redesigns at Ringier AG, and from 2010 to 2018 was deputy art director at Blick newspaper before taking a graphic design position at Schweizer LandLiebe magazine. Before relocating to Switzerland, he worked as people specialist at the Bild am Sonntag newspaper.
Benjamin studied design in Cologne and Hamburg, graduating as a Diplom-Designer. For two decades, he has also been running his own design office.