René Marty

Managing Partner at NOVERAS AG
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Contact Information
us****@****om
(386) 825-5501
Location
Freienbach, Schwyz, Switzerland, CH

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Anne Liebgott

Rene Marty has been working with American clients in the US for over five years and has an in-depth understanding of the ways and means for a US client to get established in Switzerland for international and jurisdictional investment diversification. His American-style, interpersonal and his US-English language skills make him a pleasant business partner in the US and Switzerland.

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Experience

    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner
      • Apr 2022 - Present

      Long-standing experience in banking combined with in-depth IT expertise and a specialization in international tax regulations build the key pillars of the NOVERAS core competence. Distinctive combination of capabilities allows Noveras to deliver effective solutions with strong practical angle to banks, financial intermediaries and financial platforms. Long-standing experience in banking combined with in-depth IT expertise and a specialization in international tax regulations build the key pillars of the NOVERAS core competence. Distinctive combination of capabilities allows Noveras to deliver effective solutions with strong practical angle to banks, financial intermediaries and financial platforms.

    • Switzerland
    • Investment Management
    • 1 - 100 Employee
    • CEO
      • Oct 2018 - Mar 2022

      reyl-overseas.com | Launched in October 2011, REYL Overseas Ltd is a company set up under Swiss law and registered with the SEC (U.S. Securities and Exchange Commission) as an Investment Adviser. With offices in Zurich, REYL Overseas offers a comprehensive range of services to satisfy the needs of US investors and recommends international diversification as a means to enhance portfolio return, whilst consistently managing risk. REYL Overseas Ltd is committed to providing upscale and tailored services as increasingly sought by US investors and entrepreneurs outside of their homeland. Show less

    • Switzerland
    • Investment Management
    • 1 - 100 Employee
    • CEO
      • Jun 2017 - Sep 2018

      I was CEO and Sr. Relationship Manager at LFA, an independent Swiss wealth management company registered with the SEC (Securities and Exchange Commission) in the United States as an investment advisor. I was CEO and Sr. Relationship Manager at LFA, an independent Swiss wealth management company registered with the SEC (Securities and Exchange Commission) in the United States as an investment advisor.

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • CEO
      • Oct 2009 - May 2017

      I was CEO of UBS Swiss Financial Advisers AG, Switzerland's largest, bank-affiliated SEC-registered investment adviser providing UBS wealth management services to US clients. I was CEO of UBS Swiss Financial Advisers AG, Switzerland's largest, bank-affiliated SEC-registered investment adviser providing UBS wealth management services to US clients.

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