One firm, one team, one process
We believe that attractive, consistent, and repeatable investment results cannot be achieved by an individual. Collaboration and collective decision making are thus at the heart of our firm, and are facilitated and optimized by our proprietary Technology platform.
Jürg Schäppi is the Chairman and a founding Partner of 2Xideas. He is also a founding partner and principal shareholder of Bellevue Group. He managed Bank am Bellevue, the brokerage and corporate finance division of Bellevue Group, as CEO from 2000 to 2010. Previously, Jürg was employed as an investment banker by S.G. Warburg (now UBS) in Geneva as well as Julius Baer and Citicorp (now Citigroup) in Zurich. Since 1998 he has been active as an investor and independent director on the boards of several hedge funds.
Jürg holds a Master's degree in Economics (lic. oec.) from the University of St. Gallen and a BA in Economics from the University of Massachusetts at Amherst.
Dr. Roger Meister is the CEO and a founding Partner of 2Xideas. From 2008 to 2012, he served as CFO of a next-generation battery company, managing several legal entities in Europe and the US. Roger started his career at Bank am Bellevue as a sell-side equity analyst focusing on listed technology stocks. Concurrently, Roger built up an in-house venture capital fund for Bellevue Group and served on the boards of several portfolio companies.
Roger holds a PhD in Behavioral Finance and a Master’s degree in Information and Technology Management from the University of St. Gallen. He is also a CFA® charterholder.
Michael Stutz joined 2Xideas as Chief Investment Officer and Partner in September 2014. He worked as portfolio manager and eventually as head of portfolio management at a Switzerland-based multi-family office from 2008 to 2014, managing public and private investments, while also serving on the board of a private portfolio company. Michael started his career in private wealth management as a portfolio manager in 2005. He has been involved in the setup and management of a number of investment fund structures.
Michael holds a BA in Business Administration from the University of St. Gallen. He is also a CFA® and CAIA® charterholder.
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.
Philipp Wesner joined 2Xideas as Chief Technology Officer in August 2020 and made Partner in 2022. He founded a software company in 2000 and from 2012 to 2016 worked as Managing Director at the Frankfurt-based “form Design Magazine”. From 2016 to 2020, Philipp worked at Swiss cloud provider Young Solutions AG, initially as Head of Software Development before being appointed CTO in 2018.
Philipp holds a Diplom in Business Mathematics (Dipl. Math Oec.) from KU Eichstätt-Ingolstadt.
Henrik Munk-Nielsen is Deputy CIO, Head of Health Care Research, and a founding Partner of 2Xideas. Previously, he worked as Deputy Head of European Equities at British Airways Pensions from 1999 to 2012, managing direct investments in public equities across Europe. Henrik started his career at Prudential Insurance Company of America in London in 1994, helping manage a European small and mid cap fund until 1999.
Henrik holds a BA (Hons) in Business Studies jointly from Midtjysk Handelshøjskole in Denmark and Glasgow Caledonian University in Scotland. He is also a CFA® charterholder.
Raffaella Semedo joined 2Xideas as Sales Director in September 2017, was appointed Head of Sustainability in February 2021, and made Partner in 2022. Previously, Raffaella worked as marketing and investor relations director of an investment company specializing in the alternative energy sector. From 2009 to 2013 she worked in the marketing and sales department at Swiss Finance & Property Group, one of Switzerland’s biggest independent real estate managers. Raffaella started her career in publishing/public relations.
Raffaella is a Certified ESG Analyst (CESGA®) and holds an Associate degree from the Ecôle Hôtelière de Lausanne.
Stephanie Scherrer joined 2Xideas as Head of Behavioral Analytics in October 2022. Previously, she worked as Risk Profiler and later Chief Personnel Security Investigation for the Swiss Department of Defense, conducting risk analysis on people recruited to serve and serving in the Swiss army. From 2020 on, she was a member of the extended management of the Special Service. Stephanie started her career with Globalance Bank AG as CRM manager.
Stephanie holds a Master of Science in Psychology from the University of Zurich and an Executive Master’s in Business Administration from the University of St. Gallen.
Andreas Apitz joined 2Xideas as Business Development Director in April 2021 and made Partner 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.
Pedro Guerra joined 2Xideas as Investment Specialist in June 2018 and made Partner in 2023. Previously, he was the CFO and a principal shareholder at ResearchPool, a digital platform and workflow solutions provider for asset management customers. From 2001 to 2017, Pedro worked at Banco BPI, initially as corporate finance and M&A analyst and later as institutional sell-side sales in the French market, while simultaneously managing virtual portfolios for institutional asset management customers. He served as the country head in France for over five years, hiring and managing a team of sell-side equity analysts and salespeople.
Pedro holds a Master's in Economics from Porto University and completed the Advanced Management Program at INSEAD. He is a CFA® charterholder and holds the CFA® Institute certificate in ESG Investing.
Peter von Moos joined 2Xideas as Business Development Director in September 2018 and made Partner in 2023. 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.
Krista Rubene joined 2Xideas as Business Development Director in June 2023. Prior to joining 2Xideas, Krista gathered experience in secondary market late-stage venture capital investment sales at Prime Capital Partner SA. She has worked as a derivatives broker for bespoke hedging solutions at Tradition AG, and spent several years in a Switzerland-based multi-family office on the asset management side in multi-asset strategy and AI smart beta fund distribution.
Krista studied in the Bachelor`s program of International Economics at University of Latvia, and completed a CAS Investments & Derivatives at University of Zurich.
Damien Zanol joined 2Xideas in April 2023 as Risk Manager. From 2014 to 2023, he was the risk manager at Adelphi Capital, a London-based fundamental long/short equity Fund. Damien started his career in finance in 2011 in London as an analyst for Sciens Capital managed account platform, where he worked with PMs on fund of funds portfolio construction.
Damien holds an MSc in Risk and Investment Management from the EDHEC Risk Institute in London, a Master’s in Management from EDHEC Business School and a Bachelor’s in Economics from Paris 10 University.
Anastasios Tafakis joined 2Xideas as Head of Trading in August 2019. From 2014 to 2019, he managed a long/short equity strategy for a Switzerland-based family office. Anastasios started his financial career in the wealth management division of Merrill Lynch in London and later worked as an investment advisor at Valartis Bank before becoming a portfolio manager at a Switzerland-based multi-family office.
Anastasios holds an MSc in Economics from the University of Bath, UK,and a BA (Hons) in Business Economics & Finance from London Metropolitan University. He is also a CFA® charterholder.
Dr. Fabian Schmid is the Head of the Regulatory & Compliance Financial Services division of Grant Thornton AG, which acts as 2Xideas’ outsourced Company Risk & Compliance Office. Fabian leads the mandate and has over 15 years of professional experience in financial markets law. Together with his team, he supports the auditing of all regulatory matters and acts as the consulting expert in the Regulatory & Compliance Financial Services division, particularly on the topics of the Financial Institutions Act (FinIA), Financial Services Act (FinSA), CISA, AMLA and corporate governance. Compliance services for smaller and medium-sized banks and asset managers are a particular focus. In addition to setting up dedicated outsourcing services in the areas of ICS, compliance, and risk management for asset managers, he has led various FINMA investigative mandates and special audit mandates in the banking sector in the past.
Fabian holds a PhD in law (Dr. iur.) in the field of financial markets/asset management law from the University of Bern.
Sascha Hirling joined 2Xideas as Head of Finance in September 2023. Previously, he was an audit manager at PricewaterhouseCoopers AG, where he was responsible for both the regulatory and financial audit of a diverse portfolio of asset & wealth managers. Before transitioning to the financial services sector in 2016, Sascha worked as an auditor within the industrial services sector for PricewaterhouseCoopers GmbH, Germany, where he focused on the audit of large industrial conglomerates.
Sascha is a Swiss Certified Public Accountant (CPA) and holds a Bachelor’s degree in Accounting, Taxation and Business Law, with a specialization in Accounting and Controlling from Baden-Wuerttemberg Cooperative State University (DHBW).
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 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.
Sonja Durisch joined 2Xideas as a Financial Accountant in April 2023. From 2009 to 2011, she worked in accounts payable for an industrial company in Tessin. Following this, from 2011–2022, Sonja worked as mandate leader in different trust companies, where she executed the entire accounting (wages, monthly and yearly closing, payments, VAT) for various enterprises. Sonja was also responsible for their private and enterprise taxes.
Sonja holds a Bachelor’s degree in Business Economics with a specialization in accounting from the University of Applied Sciences and Arts in Tessin (SUPSI), located in Manno.
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 Aachen University of Applied Sciences in Germany.
Marco Frei has been 2Xideas’ Vice-Chairman since March 2016. He is also an independent pension fund advisor and trustee. From 2005 to 2011, Marco was head of group pension asset management at Roche Group in Basel. He joined Roche in 1987 in the treasury department, where he worked as an asset and financial risk manager before being appointed head of group risk management. Marco started his career at Swiss Bank Corporation (now UBS) as a portfolio manager and advisor to private and institutional clients.
Marco holds a Swiss banking diploma from the Handelsschule KV in Basel, and attended regular management seminars at Roche Group. In 2011, he spent three months at the London School of Economics to study the Great Depression of 1929–37.
David Loggia has been a Board member at 2Xideas since March 2016. He also serves on the board of CLC Asia and manages his private investment company, Loto Holdings. As a fund manager at Carmignac Gestion from 2003 to 2010, David was in charge of European equities. He became a partner in 2005 and served on its board of directors from 2011 to 2014. David started his career in 1999 as an equity analyst at Bankers Trust Funds Management in Sydney, Australia.
David holds a Bachelor’s in Economics (Hons) from Monash University in Melbourne. He completed the CFA program in 2004.
Marianne Fassbind has served on the 2Xideas Board since December 2021. She is also Partner of Dynamics Group, a strategic communication firm. Marianne’s areas of expertise are strategic communications for companies and pension plans, reputation and crisis management, investor relationships, handling electronic and print media, and public affairs especially for pension funds and capital markets. She has reported and commented on the Swiss economy and foreign business affairs for over 25 years. As a member of investment committees and as a board member of pension funds, the pensions market also belongs to her core competencies. Thanks to her former position as finance director of the city of Rapperswil, Switzerland, she is also familiar with the nature of Swiss politics and government.
Marianne Fassbind holds a Master’s in Business Administration and Economics from the University of Zurich (lic. oec.publ.).