Team

Simon  is a chartered accountant and worked for KPMG in their London, Paris and Geneva offices.

Upon leaving KPMG Geneva, Simon joined Paribas (Suisse) SA where he commenced a twenty five year career in private banking culminating in being appointed as deputy general manager for Hyposwiss Geneva SA.

Simon joined Carey Group, Guernsey  as the Group’s COO in 2014 and after a series of successful international disposals continues to act for the Group’s main board and shareholders as an independent consultant. He speaks English and French fluently.

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Simon Cole

Chairman of the Board

Beat has broad experience in financial management, business administration, strategy development and change management. He started his career at PWC where he spent seven years taking up various Audit functions.

After he left the consulting industry he has held several finance/controllership positions in the shipping, petrochemicals, reinsurance, Private Equity and financial services industries.He has led various transformational projects, including the implementation of multiple consolidation and reporting systems.

Beat joined Carey in 2013, was appointed to CEO in 2016 and became a co-owner of the company in 2018. Beat holds an Executive MBA, a Master in Finance, a Master in HRM and is a Certified Fiduciary. He is a board member of various portfolio companies and speaks fluent German and English.

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Beat H. Haering

Executive Director & Managing Partner
beat.haering@carey.ch

Thomas Meier is a banker by background and joined the trust industry in 1980. He served as a director and head of the Rothschild Trust Company in Zurich for 13 years and for 12 years as a director and head of the HSBC Private Bank Trust Company in Zurich. From 2005 till the end of June 2018 he was an executive director and head of marketing and business development of Paicolex Trust Management AG, Kusnacht, a company wholly owned by the law firm Bryan Cave Leighton Paisner LLP. Throughout his career, Thomas served as a director of trust companies in Switzerland, the Channel Islands, the Isle of Man, the Caribbean and Cyprus.

He is a member of STEP and a former Deputy Chairman of the Swiss Association of Trust Companies (SATC) and speaks German, English and French

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Thomas E. Meier

Non-Executive Director

Nicole Flöthe is a Financial Specialist in international financial reporting with more than 15 years’ experience in various industries.

Before joining Carey Group in 2014, Nicole worked as an IFRS and consolidation specialist in several listed companies in Zug and Zurich, with responsibility for the annual and interim reporting for the respective Groups and all questions around IFRS accounting.

Furthermore, she has experience as an auditor in one of the big four companies with a main focus on international groups.
Nicole holds a Diploma of Advanced Studies in Economics and Business Administration (MScF), a Diploma in International Financial Reporting by the ACCA and holds a TEP Diploma of the Society of Trust and Estate Practitioners

Nicole speaks fluent German and English.

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Nicole Flöthe

Executive Director & Partner
nicole.floethe@carey.ch

Ariel holds a Doctorate of the University of Southern Australia, a dual MBA degree from Rochester NY-Bern and a Master of Law in International Business Law (LL.M.) from the University of Zurich. He is also a member of the Society of Trust and Estate Practitioners, the International Fiscal Association and the International Tax Planning Association

He specialises in over 30 years in private client matters, international wealth structures and estate planning in renowned banks in Switzerland and Liechtenstein, with an emphasis on internationally UHNW entrepreneurs, family offices, complex trust issues and charities.

Ariel is a regular speaker, panelist and moderator at conferences.

He writes regularly articles on economic, legal, liberal and military subjects and has written or contributed to a number of books. He speaks German, English, French, some Italian and Russian

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Dr. Ariel Sergio Goekmen-Davidoff

Non-Executive Director

Rachel is a highly recognised trust officer and independent relationship manger. She started her career in real estate finance in California/USA, moving to Switzerland in 2001 where she worked for HSBC in Lugano.  She then moved to HSBC in Zurich, working in the trust department for several years, and thereafter over 11 years with Paicolex Trust Management in Zurich. She joined the Carey team in 2020 and is handling complex multigenerational family structures, including their personal affairs.

Rachel is a passionate jogger for whom it is natural to go the “extra mile”.  She holds a Master of Science in Economics from the London School of Economics and the TEP Diploma of the Society of Trust and Estate Practitioners. Rachel speaks English and Italian fluently, German and Spanish on a conversational level.

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Rachel Fowler Pedotti

Senior Trust Officer
rachel.fowler@carey.ch

Nicole has many years of experience in the administration of companies and trusts.

After her commercial apprenticeship with a Swiss trust company, she started her career with another small trust company where she came in contact with offshore structures for the first time, namely with Irish offshore companies.

Thereafter, having very much liked working for private clients, she decided to work for one of Switzerland’s leading law firm, where she was working in the private client’s department before joining a multi family office/wealth planning/legal advisory/trust and corporate service provider where she was working for 11 years as a trust and relationship manager where she could gain in-depth knowledge in the formation, administration and compliance of legal structures for private clients.

Nicole holds a certificate of proficiency in English and a TEP Diploma of the Society of Trust and Estate Practitioners. As a former alpine skier of the Swiss youth regional squad, she is used to mastering every steep mountain calmly, precisely and quickly. Nicole speaks fluent German, English, French and Turkish on conversational level.

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Nicole Steiner

Senior Trust Officer
nicole.steiner@carey.ch

Daniela has over 20 years of professional experience in fiduciary, accounting, tax returns, payroll administration and payment transactions. During this time, she has gained extensive knowledge with national and international SMEs across various manufacturing, trading and service companies.

With her operational experience, human skills and competitive judo experience, Daniela is always ready to stand up for her team and clients.

Daniela speaks German and English and holds the degree of the Swiss Certified Accountant (Fachfrau Finanz- und Rechnungswesen mit eidg. FA FH).

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Daniela Sarbach

Senior Accountant
daniela.sarbach@carey.ch

Ursi has over 20 years of professional experience in accounting, tax returns, payroll administration and payment transactions. During this time, she worked with various software tools which can be an important advantage especially in migration projects.

Due to her broad experience within structures, Silvia has been a substantial addition to Carey’s financial reporting team since the beginning of 2020.

Silvia speaks German and English and holds the degree of the Swiss Certified Accountant (Fachfrau Finanz- und Rechnungswesen mit eidg. FA FH).

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Ursula Tobler

Senior Accountant
ursula.tobler@carey.ch

Marc is a lawyer admitted to the bar in Switzerland with over 10 years of experience in wealth and estate planning in the trust and corporate service sector. He has worked for both independent and bank-owned trustees. As a board member of various organisations (including STEP Switzerland), Marc has also gained relevant experience in the non-profit and sports sectors.

He joined the Carey team in 2020 as Compliance Specialist (Geldwäschereifachstelle) and is responsible for all internal and external regulatory requirements.

Marc holds a Master’s degree in Law from the University of Zurich and an LL.M. degree in “International and comparative law” from the University of Singapore. He is admitted to the bar in the Canton of Zurich and holds a TEP Diploma of the Society of Trust and Estate Practitioners.

As passionate amateur footballer (central defender), Marc has survived countless wounds and injuries and supports now the youth team in his hometown of Schaffhausen.

He speaks fluent German and English.

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Marc Blumenfeld

Compliance Specialist
marc.blumenfeld@carey.ch

Urs Specker was the founding father & shareholder of Carey Zurich in 2003 and he led the company as CEO until 2011 and as Chairman of the Board until 2020.

Before he incorporated Carey Zurich Urs worked for a Swiss based industrial group as well as in the UK for several years. As a manager within one of the leading multi-national industrial groups, he was part of a turn key industrial plant project sales team going on to act as a management consultant within IMMF, BEI and Worldbank projects on a global basis. In 1987, Urs joined a major bank and trust group where he held the post of managing director for more than fifteen years before he incorporated Carey Zurich.

Specker holds a business degree from the School of Economics and Business Administration in Zurich, Switzerland and is a member of the Society of Trust and Estate Practitioners (TEP). He speaks German, English, French and Spanish fluently.

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Urs Specker

Consultant
urs.specker@carey.ch

Luzia joined the Financial Reporting team in 2020 to supports mainly any new consolidation and IFRS projects. In the event of the absent of key personnel within a finance department, she takes over temporary specialist and management tasks.

Before joining Carey Luzia worked in several national and international fiduciary offices in Zurich. She speaks fluently German, English and French and holds a degree of a Swiss Accountancy Administrator (Sachbearbeiter Rechnungswesen) and is a Swiss Certified Fiduciary (Treuhänderin mit eidg. FA).

 

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Luzia Fischer

Consultant
luzia.fischer@carey.ch

Eric Ellberger

Consultant Financial Services
eric.ellberger@carey.ch

Tommy is a finance executive with over 30 years’ experience, serving private SME and publicly listed European, Southern African and GCC organisations, across multiple industrial sectors. His tenure spans across industrial and governmental organisations and includes; shipping and logistics, financial services (investment and private banking), insurance, oil and gas (upstream & downstream), industrial engineering, real estate and healthcare. He has worked and lived in Norway, Switzerland, South Africa and the Middle East and has gained substantial cultural knowledge and best working practice.

Tommy is a UK Fellow Chartered Certified Accountant (FCCA) and holds an MBA degree from the Manchester Business School. He holds a diploma in IFRS (DipIFR) from ACCA and a Diploma in Digital Business (PGDDB) from MIT Sloan. He speaks Norwegian, English and German fluently.

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Tommy Laupsa

Senior Advisor
tommy.laupsa@tonconsult.com

Hugo was born on 25 July 2012 and is a white-brown Dalmatian whose pedigree can be traced back 5 generations. His father “Indiana Jones of the Living Spots” was a multiple VDA-Champion and white-black, while his mother “Ultra vom Gramzower Koster” was a white-brown lady.

Hugo has 5 sisters and 3 brothers,  of which 2 are white-brown and 6 white-black. He understands Swiss German (if he wants).

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Hugo

Food and Beverage Manager
info@carey.ch

Dear Trustees,

On 1 January 2020, the Swiss Financial Services Act (FinSA or FIDLEG) came into force. Under this legislation, trustees, among others, will have to comply with a large number of supervisory regulations before the end of 2022, which will not be easy to fulfil especially for individual and independent trustees.

But for trustees who do not wish to become licensed for operational and financial reasons, or those who want to use this opportunity to change their professional situation, Carey has developed a platform that could be considered as an alternative.

If this is the type of opportunity you are seeking, I would be happy to hear from you.

 

Beat

079 137 12 75

beat.haering@carey.ch

 

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What about you?

Senior Trust Officer (m/f)

Dear Relationship Manager,

No one knows the needs and requirements of customers better than you, the Relationship Manager. And in this important function, it will be of great concern to you to create a completely individual structure tailored to the customer, which you can build up with an experienced team and maintain over the long term. But in your current function, are you in a position to offer such a broad and customer-oriented service to your customers? If this is not the case, we will be happy to help you.

Your advantages with CAREY as an external service provider:

  • Free choice of legal and administrative structures.
  • Your customers remain “forever” your customers, even if your working environment changes.
  • As an independent service provider, we are only committed to your customers.
  • CAREY is not an asset manager, i.e. you decide where the AuM remain.

 

If this is the type of opportunity you are seeking, I would be happy to hear from you.

Beat

079 137 12 75

beat.haering@carey.ch

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What about you?

Relationship Manager (m/f)

Memberships

IGAL has developed into a leading business network of legal and accounting firms whose members offer superior services related to legal, financial, tax and insolvency matters to companies and individuals with international activities; as well as expert and personal assistance to reduce the obstacles of doing business in a foreign environment and at a distance.

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