Solutions Products News About Onvest
Onvest AG

SMART Onvest

Executive Leadership

The People Behind Onvest

Executive Management
Reto Walker
Chief Executive Officer & Board Chairman
Reto Walker

Reto is responsible for the overall success of Onvest AG, leading the company's mission, vision, and strategic direction. He brings over 30 years of experience in asset management, with deep expertise in equities, fixed income, and derivatives, as well as a strong background in valuation, financial analysis, and risk management.

Education
  • GradDip in Applied Finance & Investments - FINSIA, Melbourne
  • BSBA Summa Cum Laude, International Business & Finance - Lynn University, Florida
Brian Bertelsen
Chief Operating Officer & Board Member
Brian Bertelsen

Brian serves as Chief Operating Officer of Onvest AG, responsible for investment strategy and operational effectiveness, driving performance and long-term growth. He brings over 40 years of experience in financial services and taxation, including roles as COO of a Swiss alternative asset manager and tax specialist. A former professional footballer with domestic and international competition experience.

Education
  • Business Degree - Skanderborg-Odder Handelsskole, Denmark
  • Tax Expert Certification - Aarhus, Denmark
Board of Directors
Reto Walker
Chairman of the Board
Reto Walker

Founder and Chairman of Onvest AG, responsible for overall strategic governance and corporate direction. More than 30 years of combined experience across asset management, structured products, and institutional finance.

Brian Bertelsen
Board Member
Brian Bertelsen

Board member with oversight of operational governance and compliance matters. Brings four decades of expertise in financial services and taxation, ensuring robust internal controls and long-term organisational resilience.

CW
Board Member
Christa Walker

Non-executive board member contributing expertise in human resources and governance frameworks. HR counsel with more than 20 years of experience advising Swiss SMEs and financial intermediaries on regulatory and structural matters.

Advisory Board
HM
Strategic Advisor - Capital Markets
Dr. Hans-Peter Müller

Former Managing Director at a major Swiss universal bank with 25 years of experience in structured products, debt capital markets, and institutional distribution. Advises Onvest on capital markets strategy and product structuring.

Background
  • PhD in Finance - University of Zurich
  • Former MD, Structured Products - UBS AG, Zurich
Pending Final Appointment
SL
Strategic Advisor - Technology & Innovation
Sophie Laurent

Fintech entrepreneur and digital transformation specialist based in Geneva. Co-founded two regulated Swiss fintech ventures and advises on platform architecture, digital product strategy, and regulatory technology across the asset management industry.

Background
  • MSc Computer Science - EPFL, Lausanne
  • Co-Founder, WealthTech startup - Geneva
Pending Final Appointment
AB
Strategic Advisor - Risk & Regulation
Prof. Andreas Berger

Professor of Financial Economics at the University of St. Gallen (HSG) specialising in regulatory frameworks, derivatives pricing, and institutional risk management. Advises Onvest on regulatory developments under FINIG, FinSA, and European cross-border compliance.

Background
  • PhD Financial Economics - University of St. Gallen (HSG)
  • Visiting Fellow, London School of Economics
Pending Final Appointment
Ready to find your solution?
Use the Solution Finder to identify the right Onvest structure for your profile in under 3 minutes.
Since 1995

Our History

30+
Years in Operation
1995
Founded in Basel
2023
FINMA Licensed
FINMA
Regulated
Our Vision

A world in which modular, non-correlating and individually combinable investment strategies form the foundation for every portfolio - packaged into accessible financial products that enable investors to unlock their financial potential.

Asset Management & Structuring
FINMA Regulated
✓ FINMA Licensed Asset Manager
2017
Regulatory Milestone
Licensed Asset Manager - VQF

Transformed into a licensed asset manager and joined VQF, a pivotal step towards full regulatory recognition under Swiss financial law.

2020–2021
Platform Launch
Smart Alpha Platform & Structured Products

Established the Smart Alpha Platform for structured products. Launched initial self-managed certificates, marking Onvest's entry into the actively managed certificate space.

2023
FINMA Licensed
FINMA Regulation - Asset Manager under FINIG

Obtained FINMA licensing under Article 17(1) FINIG, with OSFINcontrol AG as supervisory organisation. A defining achievement confirming Onvest's institutional-grade standing.

2024
Open Platform
Smart Alpha Platform Opens to External Clients

Opened the Smart Alpha Platform to external wealth managers and institutional clients - delivering modular, non-correlating investment strategies as structured financial products.

2025
Investor Protection
Smart Edge PCC Limited

Established Smart Edge PCC Limited, providing investors and product institutions with enhanced structural protection through a Protected Cell Company framework - segregating assets at cell level for superior risk containment and regulatory clarity.

Advisory
Not Regulated
Independent Consulting & Advisory
1995
Foundation
Founded in Basel, Switzerland

Onvest AG is established in Basel as an independent management consulting firm, laying the groundwork for what would become a leading structured investment platform.

1995–1999
IT Development
Financial IT Development

Developed applications and back-office functionality for asset managers and financial intermediaries allowing the efficient processing of daily operations.

1999–2000
International Expansion
International Expansion - USA

Expanded internationally with corporate finance and M&A advisory work in Boca Raton, Florida, broadening Onvest's global capital markets experience.

2001–2003
Startup Financing
Startup Financing & IPO Advisory - Australia

Provided startup financing and IPO preparation services in Melbourne, Australia, building deep expertise in early-stage capital structuring and equity markets.

2004–2016
Alternative Advisory
Alternative Fund Advisory - Birsfelden, Switzerland

Over a decade advising alternative fund managers from Birsfelden, Switzerland. Onvest deepened its expertise in hedge fund structures, risk management, and quantitative investment strategies.

Ready to find your solution?
Use the Solution Finder to identify the right Onvest structure for your profile in under 3 minutes.
Strategic Ecosystem

Our Partners

Regulation

Oversight & Compliance
Regulatory Authority
FINMA

Swiss Financial Market Supervisory Authority. The independent regulator overseeing Switzerland's financial markets - ensuring stability, integrity, and investor protection across the industry.

Regulator
Supervisory Organisation
OSFINcontrol AG

Independent supervisory organisation under FINMAG. OSFINcontrol provides ongoing regulatory oversight of Onvest AG's asset management activities, ensuring full compliance with Swiss financial law.

Regulator
Audit
Copartner Revision AG

Authorised audit firm for FINMA-licensed asset managers. Copartner Revision provides rigorous independent auditing, safeguarding financial integrity and regulatory compliance.

Auditor

Banks

Banking & Paying Agent Services
Swiss Securities Bank
ISP Securities AG

Swiss bank, securities dealer and FINMA-regulated paying agent providing custody, clearing, and settlement services.

Bank
Swiss Postal Bank
PostFinance AG

One of Switzerland's leading bank and payment provider, offering banking services for businesses and retail clients.

Bank

Brokers

Execution, Prime Brokerage & Custody
Global Electronic Broker
Interactive Brokers Ltd

Global electronic brokerage firm providing access to equities, options, futures, forex, and fixed income across 150+ markets. Delivers deep liquidity and competitive execution for structured product strategies.

Broker
Swiss Online Broker/Bank
Swissquote AG

Switzerland's leading online bank and trading platform, providing custody, execution, and account services.

Broker
Derivatives & Commodities Broker
ADM Securities Ltd

Specialist derivatives and execution broker with a focus on futures, options, and commodities markets. ADM provides institutional-grade execution infrastructure and market access for alternative strategies.

Broker
Multi-Asset Prime Broker
Berkeley Financial Ltd

Independent financial broker offering execution and prime brokerage services across multi-asset classes. Berkeley Financial supports structured product strategies with reliable clearing and settlement infrastructure.

Broker
Institutional Liquidity Provider
Finalto

Institutional liquidity provider and CFD-brokerage firm offering deep multi-asset liquidity pools, execution services, and prime brokerage solutions for sophisticated investment strategies.

Broker
Multi-Asset Retail & Professional Broker
ActivTrades

FCA-regulated CFD-broker delivering multi-asset trading services with strong execution quality and risk management tools. ActivTrades provides reliable connectivity for tactical and systematic investment strategies.

Broker

Strategic Partners

Service Providers
Structuring & Issuance
GenTwo AG

Swiss B2B fintech company specialising in structured product issuance. GenTwo provides the underlying engine, enabling Onvest to build SMART with add-on features and bring structured products to market with speed and precision.

Structuring
Accounting & Tax
Opcon AG

Swiss tax consulting and accounting firm. Opcon manages Onvest's tax affairs, ensuring precise, compliant tax reporting across all jurisdictions and structures.

Taxes
Legal
STUDER Anwälte und Notare

Swiss law firm and notary office providing legal counsel across corporate, contract, and regulatory matters. STUDER supports Onvest with notary services.

Legal
Legal
Vischer AG

Leading Swiss law firm with deep expertise in financial services regulation. Vischer advises Onvest on-demand on legal structuring, regulatory frameworks, and transaction documentation.

Legal

Strategy Developers

Investment Strategies
Strategy Development
Teyo Labs GmbH

Technology-focused strategy developer combining proprietary signal research with algorithmic execution.

Strategy Developer
Strategy Development
Gehcon GmbH

Specialist strategy developer focused on short-term pattern recognition.

Strategy Developer
Strategy Development
Smart-Markets AG

Strategy developer specialising in dynamic market strategies across asset classes.

Strategy Developer
Ready to find your solution?
Use the Solution Finder to identify the right Onvest structure for your profile in under 3 minutes.
Get in Touch

Contact Onvest AG

Contact Information
Company
Onvest AG
Address
Grosspeteranlage 29
4052 Basel
Switzerland
Phone
+41 61 508 2849
Email
info@onvest.ch
Website
onvest.ch
Regulatory Oversight
FINMA
Supervisory Authority
OSFINcontrol AG
Supervisory Organisation
Copartner Revision AG
Auditor
Registration
Handelsregister Basel
Commercial Registry
Zefix
Central Business Index
CHE‑108.287.461
UID
CH28039001243
CHID
355992
EHRA-ID
Ready to find your solution?
Use the Solution Finder to identify the right Onvest structure for your profile in under 3 minutes.