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ABOUT

Who We Are And What We Do

We are a dedicated team of investment

professionals with a passion for helping

Our Mission

Our mission is to empower clients with tailored investment solutions and exceptional service. We are dedicated to integrity, transparency, and helping clients achieve their financial goals with confidence and success.

Our Role

Our role is to provide expert guidance and develop personalized investment strategies tailored to each client’s unique needs. We assist clients in navigating financial markets, making informed decisions, and achieving their long-term investment goals.

Our Values

Our values are integrity, transparency, and client-focused service. We build trust, foster long-term relationships, and commit to excellence in all we do.

1,400+

Private & Institutional Clients

12.4%

Avg. Annualised Return

150+

Trusted Partners

5.2B+

Assets Under Management

We are a community of dedicated professionals revolutionizing the investment landscape.

We are a community of dedicated professionals revolutionizing the investment landscape.

With a passion for innovation and excellence, we strive to provide personalized investment strategies tailored to each client’s unique needs and aspirations.

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Our team of experts is committed to delivering exceptional guidance and support, ensuring that our clients have the tools and knowledge necessary to navigate the complexities of financial markets.

 

We believe in building lasting relationships based on integrity, transparency, and client-focused service. By staying at the forefront of market trends and leveraging our extensive expertise, we empower our clients to achieve their financial goals and secure a prosperous future.

Who We Are

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1,400+

Private & Institutional Clients

150+

Trusted partners

5.2B+

Assets Under Management

Success hinges on collaboration

A Reputation For Excellence

We are a specialized firm offering family office and multi-family office services, with extensive expertise in investment, financial advisory, wealth management, and asset management. Our team of dedicated financial experts is committed to providing personalized and innovative solutions tailored to the unique needs of each family. We support our clients in achieving their financial goals by developing effective investment strategies and ensuring optimal management of their wealth. Whether it's financial planning, asset management, or investment advice, we are your trusted partner at every step of your financial journey.

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Family Office
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Multi-Family Office
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Investment
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Financial Advice
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Wealth Management
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Meet The Team

A team of financial advisors and accountants can help you considerably. Here, we've talked about some of the best teams who can provide excellent advice on economic, insurance, tax and legal issues.

L'équipe

Dévouement. Compétence. Passion.

Description du membre de l'équipe. Utilisez cet espace pour décrire brièvement les tâches d'un des membres de l'équipe, ou insérez une courte biographie. Au besoin, mentionnez l'obtention de diplômes et/​ou toute expérience significative.

Katja Ursula Benz

Chief Executive Officer​ - CEO

Zurich

KB

Katja Ursula Benz founded Zürichsee Real Estate following a career spanning more than two decades at some of Europe’s leading financial institutions. She oversees the Group’s overall investment strategy, governance, and relationships with institutional investors and family offices. Holder of a PhD in Finance, she is recognized for her analytical rigor, disciplined approach, and long-term perspective.

Alexandre Bonnard

Chief Financial Officer​ - CFO

Luxembourg

EB

Alexandre Bonnard oversees the financial management of Zürichsee Real Estate, the structuring of investment vehicles, and relationships with auditors and regulatory authorities. With extensive experience in corporate finance and alternative fund management, he ensures the rigor, transparency, and quality of reporting provided to investors.

Raymond Blocher

Wealth Manager

Genève

RB

Raymond Blocher advises private clients and family offices on the structuring and management of their wealth. Specializing in alternative asset allocation and cross-border wealth planning, he serves as a trusted advisor to high-net-worth individuals across Europe seeking access to Zürichsee Real Estate’s investment strategies. He provides tailored guidance to each client.

Richard Baumann

Wealth Manager

Zurich

RB

Richard Baumann advises private clients and family offices on the management and development of their wealth. Specializing in alternative investments and cross-border wealth management, he works closely with high-net-worth individuals across Europe to implement tailored wealth strategies and identify suitable investment opportunities. He maintains close relationships with clients throughout their investment journey.

Mylene Strauss

Financial Advisor

Neuchâtel

MS

Mylene Strauss advises private clients and family offices on financial planning and investment decisions, helping them build and preserve their wealth. With expertise in portfolio strategy, asset allocation, and investment analysis, he works closely with clients to develop tailored financial solutions aligned with their long-term objectives. He provides ongoing guidance to help clients make informed financial decisions.

David Besson

Business Consultant

Genève

DB

David Besson advises companies and entrepreneurs on strategic and operational matters, helping them identify growth opportunities, improve performance, and address complex challenges. He provides expertise in business strategy, organizational development, market positioning, and corporate structuring, working closely with clients to develop practical solutions and support sustainable long-term growth.

Nicolas Rochat

Business Consultant

Bâle

NR

Nicolas Rochat advises companies and entrepreneurs on business development and market expansion, helping them identify new opportunities and strengthen their competitive position. With expertise in market analysis, commercial strategy, partnerships, and international development, he works closely with clients to expand their activities and build sustainable growth.

MB

Marion Blanchet

Administrative Assistant

Vaud

Are you ready to take the leap into your financial future ?

Get Advice

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Contact us for more information

Sonneggstrasse 19
8006 Zürich
Switzerland

NRC: CH-020.3.053.305-9

VAT: CHE-153.778.529

Join our team and shape your future

Are you ready to take the leap into your financial future?

Allez l'équipe

Ready to unlock your potential and achieve your goals with us?

Reach out today to arrange a consultation and experience

the impact of our expertise firsthand.

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Sonneggstrasse 19
8006 Zürich
Switzerland

NRC: CH-020.3.053.305-9

VAT: CHE-153.778.529

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​© Zürichsee Real Estate. All Rights Reserved 2026. Licensing

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