People
Management​
Ygal Abergel
Managing Partner
Experience:
- Head of Nutrimenta Zurich office
- Head of Private Banking at FIBI Bank Switzerland.
- Senior investment adviser at UBS Zurich.
- Forex and derivatives trader at Bank Hapoalim Israel. MBA
- Languages: French, English, Hebrew, German
Dan Stemmer
Partner
Experience:
- Banker and investment advisor at UBS Bank.
- 14 years of experience working closely with affluent families in a variety of services – capital planning, investment, banking and business planning.
- LL.B. and MBA
- Languages: Hebrew, English
Operational​
Damjan Csiba, CFA
Portfolio Manager​
Experience:
- Expert Investment Coordinator at Generali Investments Switzerland
- Product & Provider Manager for Investment Solutions & Products at Credit Suisse
- Client Service Specialist at UBS
- Financial Advisor at Objektive Vermögensberatung AG
- CFA Charterholder & MSc Banking and Finance
- Languages: English, German, Hungarian
Jeremy Hayman
Senior Wealth Manager
Experience:
- Senior Private Banker at Mirabaud CIE
- Director – Head of Business Development at Neto Family Office
- Business Development and Sales at Leader Top Capital
- Bachelor of Business Administration and Finance
- Languages: English, Hebrew, French
External
Ron Adiel
Investment Advisor ILS Offering
Experience:
- Ex-bond Trader at Bank Hapoalim
- Investment Manager at Union Bank
- Over 20 years’ experience in ILS portfolio management
- Manages private client portfolios in local and international banks with focus in ILS investments
- External member to the investment committee
- Languages: English, Hebrew
ASMA
External Audit​
In collaboration with the renowned Asset Management Audit and Compliance SA, better known as ASMA/AM Audit, they’ve set the gold standard for compliance since their inception in 2011. With a clientele that boasts a majority of FINMA licensed members, YAD Capital AG is a testament to the importance of regular and rigorous oversight. We meet consistently with ASMA to ensure that we are not just meeting but exceeding the requirements for compliance and effective risk management.
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