Formiga Advisory GmbH · Pfäffikon SZ, Switzerland
Independent advisory for companies and funds.
Formiga Advisory is the personal advisory practice of Fabrice Tischhauser, CFA, CAIA — drawing on more than thirty years in regulated asset management, private banking and credit across Switzerland, Liechtenstein and Germany.
Profile
Fabrice Tischhauser is a senior asset management and private wealth executive. His career spans portfolio management, board-level leadership and the build-out of investment businesses — from credit analysis at Allianz in Munich and private banking at LGT, Deutsche Bank and Coutts in Zurich and Vaduz, to leading a quantitative asset manager and, today, senior mandates in Swiss and Liechtenstein asset management.
Formiga Advisory brings this experience to a small number of corporate and fund clients: fundamental and macro analysis, credit and structuring know-how, and direct, practical engagement with boards, banks and regulators.
Services
Advisory in three areas
Companies
Corporate advisory
Strategic and financial advice for privately held companies — financing and credit structuring, banking relationships, and preparation of board-level decisions.
Funds
Fund & investment advisory
Investment strategy and portfolio construction for funds and asset managers, combining fundamental and macro analysis with quantitative and managed futures experience.
Governance
Board & governance mandates
Supervisory and advisory board work for financial firms, including regulatory engagement with FMA and FINMA-supervised structures.
Experience
Selected positions
2023 — PRESENT
President of the Supervisory Board
Maiestas AG · Maiestas Asset Management AG, Liechtenstein
Strategic development of a regulated asset management company; communication with the financial regulator; oversight of the entrepreneurship division.
2022 — PRESENT
Head of Portfolio Management
Zacharias AG, Zurich
Tailored investment portfolios for private clients; ongoing monitoring of mandates and documentation of investment decisions.
2018 — 2023
Chief Executive Officer
Quant Infinity Solutions AG, Zurich
Led an asset manager specialised in algorithmic trading and robo-advisory.
2016 — 2021
Independent Credit Advisor
Self-employed, Pfäffikon SZ
Credit and financing advisory for private banking clients and corporates.
2014 — 2015
Senior Private Banker
Coutts & Co Ltd, Zurich
2009 — 2014
Private Wealth Manager / Relationship Manager, Key Clients
Deutsche Bank (Suisse) SA, Zurich
2005 — 2009
Credit Advisor, Private Clients
LGT Bank in Liechtenstein AG, Vaduz
Earlier career: Allianz Group, Munich & Zurich (credit analysis, small & mid-cap division, strategy consulting, 1994–2005) · S.G. Warburg & Co., Frankfurt (1993).
Credentials
- Chartered Financial Analyst (CFA)CFA Institute2003
- Chartered Alternative Investment Analyst (CAIA)CAIA Association2007
- European Business Programme — bilingual double-degree Master'sESC Bordeaux (France) · Fachhochschule Münster (Germany)1991
- Founding member, Liechtenstein Society of Investment Professionals (LSIP)
Languages: French (mother tongue) · German (fluent) · English (fluent) · Spanish (good)
Contact