About us

Werner Lehmann lives in Abtwil SG. He is an outspoken family person and is very enthusiastic about sports. He spends his free time with his three sons on the tennis court and on the ski slopes. Werner Lehmann is a member of the management board. He is responsible for customer care and marketing. After completing his master's degree in ETH and completing the NDS FH as a Financial Consultant CFP, Werner Lehmann worked in private banking at SGKB, LGT, UBS AG, most recently as Deputy Director. Werner Lehmann, together with Patrick Künzler and Matthias Hug, has been an independent asset manager at Format Vermögen & Anlagen AG since 2012.

Matthias Hug has been a passionate saxophonist since his youth. The ETH engineer lives in Zollikon with his wife and three children, regularly exercises and likes to read. Matthias Hug is Chief Executive Director and is responsible for investments. He has been an independent asset manager since 2009 and his investments have received several awards. Before becoming an independent asset manager, he worked as a principal for the Boston Consulting Group in Zurich, Boston and New York and as a managing director for UBS, among others.

Patrick Künzler lives in Grabs with his wife and has 2 adult children. In his free time, he is active as a volunteer pastor and is involved in the social sector. Since 2012, he has also been a trained BodyTalk practitioner and Reiki master/teacher and runs his own complementary medicine practice in his spare time. Patrick Künzler is Chairman of the Board of Directors and a member of the Executive Board. Since 2012, he has worked together with Werner Lehmann as an independent asset manager. After successfully completing his trade diploma and becoming a qualified banking expert, Patrick Künzler worked in private banking, including for Credit Suisse and Bank Vontobel, most recently as Deputy Director.

Markus Lackner lives in Winterthur with his partner. The business economist with further training as a Chartered Financial Analyst (CFA) is an enthusiastic tennis player and is involved in his free time as a child and junior trainer and as president of the Eulach Tennis Club. As Deputy Head of Investment Management, he supports Matthias Hug in all aspects of investment. Before joining Format, Markus Lackner worked in various asset management positions at VZ VermögensZentrum for almost 19 years. As Head Research, he was most recently responsible for three asset class specialists (equities, interest rates, commodities) and the tactical orientation of discretionary asset management mandates.

Manuela Preis (*1984) has lived in Switzerland for over 16 years and was born in Bavaria, Germany. She lives in Rüthi SG and spends a lot of time in the countryside with her boyfriend and her dogs. Her garden is her passion. Manuela Preis has been working in banking for 24 years and in private banking for 16 years. She has spent the last 8 years working for various private banks in Liechtenstein and most recently held the position of Head of Private Banking and Funds. Her main area of expertise is holistic asset structuring. Over the last few years, she has built up a large network of partners (tax advisors, lawyers and trustees) from which her clients benefit. Manuela Preis is a Senior Financial Consultant at Format Vermögen & Anlagen AG.

For Stefan Jermann, his family, hiking, his garden and playing the saxophone are important elements in life. He learned asset management from scratch. Stefan Jermann is a senior client advisor with broad experience in client and securities business. Before becoming an independent asset manager, he worked for the Schweizerische Kreditanstalt and as branch manager in Basel for Volksbank AG, among others.

Walter Lohri lives in Kriens near Lucerne. His family and two children are important to him; he spends his free time hiking, traveling, culture and maintaining his friendships. For Format, he supervises the Central Switzerland region as a senior financial consultant. He learned to work as an asset manager from scratch at various financial institutions, including Credit Suisse and Zurich Financial Services. He is a business graduate, dipl. Fund advisor IAF and has additional training in marketing. In the interest of his clients, he decided to become an independent asset manager over 20 years ago.

Remo Bodmer lives in Nürensdorf ZH. A lot of things in the family revolve around round leather. Remo Bodmer is head of junior staff at FC Wallisellen and the two sons play actively in the FC Zurich Academy. Remo Bodmer's professional passion lies in customer service. Encouraging customers to achieve their financial goals fulfills him. Remo Bodmer has over 25 years of experience in the financial industry. Most recently, he worked for UBS in a leading position in the area of wealth management in the Zurich Airport region. In recent years, Remo Bodmer has completed various management training courses and successfully achieved the status of Certified Wealth Management Advisor (CWMA). Remo Bodmer works as a senior financial consultant at Format Vermögen & Anlagen AG.

Samuele Donatelli is married and has three grown children. He lives in Kriens LU. In his spare time, in addition to playing music as a bass player, it is important to him to preserve and cultivate the Kriens culture and customs in the Galli guild in Kriens. As a member of the Executive Board and Head of Operations, Risk Management and Compliance, he perfectly complements the very high standards of Format Vermögen und Anlagen AG for our clients with his skills in insurance. Samuele Donatelli has profound experience in more than thirty years with Swiss Life, Zurich Insurance and PK-Rück, among others. At Norpen AG, he most recently worked as CEO. Samuele Donatelli has a Swiss diploma. Certified pension fund manager, a federal sales specialist certificate, an IAF fund diploma and a recognized diploma as an Executive MBA from FHGR.

Chantal Loher lives in Diepoldsau. She likes to spend her free time outdoors with her horse, jogging or hiking. She has been Deputy since March 2024. Head of Operations, Risk Management and Compliance is part of the format team and supports the smooth execution of business processes. Chantal Loher has already completed her commercial apprenticeship with a vocational diploma at a bank and then gained experience both in private banking and in intermediary business. She also has a degree in HF banking and most recently worked for over eight years as a client advisor for intermediary clients at a private bank in Liechtenstein.

Patrick Künzler lives in Grabs with his wife and has 2 adult children. In his free time, he is active as a volunteer pastor and is involved in the social sector. Since 2012, he has also been a trained BodyTalk practitioner and Reiki master/teacher and runs his own complementary medicine practice in his spare time. Patrick Künzler is Chairman of the Board of Directors and a member of the Executive Board. Since 2012, he has worked together with Werner Lehmann as an independent asset manager. After successfully completing his trade diploma and becoming a qualified banking expert, Patrick Künzler worked in private banking, including for Credit Suisse and Bank Vontobel, most recently as Deputy Director.

Urs Ledermann lives in Zollikon, is a family person and a liberal, multi-faceted spirit. His great passion is entrepreneurship: In the 80s and 90s, he set up several companies in personnel consulting. After selling them, he focused on the real estate business with a focus on developing and maintaining high-quality commercial and residential space in a prime location. From 2003 to 2014, Urs Ledermann was a member of the Board of Directors of Mobimo Holding AG (its Chairman from 2008). Today, Urs Ledermann serves as Chairman of the Board of Directors and Board of Directors of numerous companies and, with his extensive experience as an entrepreneur, contributes valuable know-how.

Marc O. Stöckli has climbed all four-thousand-meter peaks in Switzerland. He is an independent board of directors and contributes his know-how as an entrepreneur, financial expert and lawyer. Marc Stöckli was trained at the University of St. Gallen (lic. iur. HSG) and at the Wharton School of the University of Pennsylvania (MBA). He then worked for the Boston Consulting Group and as CEO and co-founder of Totemo AG. He now runs his own company, MOS Advisory GmbH.

Ralf Nadler lives in Altnau on Lake Constance. He is passionate about his wife and daughter, his business, various sports and cooking and enjoyment, and the associated time with friends. Following various activities at international trust and audit companies, he built up the Credor companies based in Wil/SG and Zurich with great enthusiasm over the last 30 years. As owner of the Credor companies, he and his team advise numerous SMEs and their entrepreneurs in various economic sectors and in various business phases (start-up to succession process). The training to become a Dipl. Trust experts and approved audit experts and many years of experience serve him as tools for daily challenges.