About Us
Smart and structured advisory at every turn
Located in the heart of Zurich's financial district Swiss Portfolio Management specialises in bespoke wealth, asset and investment management services for international UHNW & HNW Investors, Family Offices and Corporate Clients. Our team provides a combination of advisory, discretionary and execution services to deliver complete professional management of Client assets.
Our Story
Swiss Portfolio Management was founded with a vision to provide personalized investment solutions tailored to the unique needs of clients. Recognizing the complexities of financial markets, we sought to create a firm that prioritise transparency, integrity, and expert guidance. Over the years, we have built a reputation for excellence, driven by a to maximizing client wealth while minimizing risk. Today, we continue to uphold these values, helping clients navigate their financial journeys with confidence.
Meet The Team
Our team at Swiss Portfolio Management of skilled and diligent professionals are devoted to providing the highest quality of wealth and asset management services to our clients. Each member brings a wealth of experience to ensure the financial well-being and success of those we serve.
Mats Hartling
CEO
Mats Hartling is a seasoned corporate executive and entrepreneur with deep expertise in shipping, private equity, and asset management. He has founded and led numerous international ventures, including FINMA-licensed firms in Switzerland, and holds key roles in distressed debt and hotel investment sectors across Europe and the UK.
Rolf Schmied
CFO
With a background in private equity, family office management, leadership, sales, and consulting, Rolf is a seasoned executive. He has a proven track record of transforming companies, managing diverse investments, and providing strategic guidance. Rolf is also experienced in training leadership, sales, and team development for medium and large companies.
Samer Modad
Wealth Management Director
Samer Modad is a Certified Wealth Management Advisor with over 20 years of experience in private banking. Formerly Samer worked at Credit Suisse and Julius Baer and he specialized in advising and managing portfolios for GCC and Levant-based Ultra and High Net Worth Individuals. Samer holds multiple regulatory certifications in wealth and investment advisory.
Vipul Bhushan
Client Investment Director
Vipul Bhushan is a senior private banker and former Managing Director at NPB. Vipul has held prior leadership roles at LGT, Credit Suisse, and UBS. A multilingual Swedish national, he specializes in HNWI advisory, managing CHF 150M+ portfolios, and has a strong academic background in international business and finance.
