Team

Marco SchallerFounder, TRIVIUM AG

More than 35 years in wealth management and investment banking

Marco Schaller has built and led investment and wealth-management businesses in Switzerland and internationally. He served as Head of Wealth Management and a member of the Executive Committee at BIL Suisse, Head of Investment Services and Head of UK Private Clients at Rothschild & Co, and held global leadership roles at UBS Global Wealth Management. Throughout his career, he has advised private and institutional clients on consequential strategic and investment decisions.

Before founding TRIVIUM, Marco co-founded LUWEA AG, an independent wealth advisory firm serving entrepreneurs and sports professionals. He is a member of the Board of Directors of Sigma Bank AG and holds an MBA from Cranfield School of Management.

I repeatedly saw the same gap: families with real complexity, advised competently on individual parts of their wealth, but with no one responsible for whether the whole still made sense. TRIVIUM was founded to close that gap.