Conviction

«Independently advised. Sustainably successful.»

Jochen is convinced that sustainable investment success is based on sound knowledge, independent analysis and a clearly structured decision-making process. Trust is built for him through transparency, integrity and a consistent alignment with the individual goals of his clients. His approach combines long-standing market experience with a holistic view of wealth — across asset classes, strategies and life situations. For him, the long-term preservation and continuous growth of wealth always remains at the centre.

Education and Professional Background

Jochen Gass has more than 25 years of international experience in the financial industry. His professional career began with an apprenticeship as a bank clerk, during which he acquired solid knowledge in securities trading at an early stage and made his first personal investments in real estate.

He then moved to Deutsche Bank AG in Frankfurt am Main, where he learned the securities and fund business from the ground up. At Deutsche Börse AG, he successfully passed the EUREX trader examination and subsequently worked for DWS — Germany's largest fund company — as a trader for equities, funds and derivatives. Jochen then followed the call of Löwenfonds AG in Vaduz (Liechtenstein), where he took on various positions of responsibility, including as fund analyst, Head of Fund Administration and member of the executive board. His international career took him to ATU General Trust (BVI) Ltd. on the British Virgin Islands, where he worked as a project manager for investment funds. He subsequently gained extensive experience at renowned financial institutions such as GAM Investment Management, UBS AG and Bank Julius Baer in Zurich, with a focus on options, funds and hedge funds.

Today he is specialised in the independent advisory of high-net-worth clients as a Wealth Officer at ZWEI Wealth. Alongside his work in the financial sector, Jochen has been active for many years as an independent real estate project manager and investor.

Languages

German, English and Spanish

Personal‍

Jochen has a keen interest in economic interrelationships and dedicates himself with great passion to specialist literature. In his spare time, he finds balance in nature — particularly through hiking and water sports.