Company:Ethics and excellence
The creation of 1875 FINANCE arose from the shared experience of its founders in the same bank. It is based on an unshakeable team spirit that guarantees comprehensive consistency and shared responsibility in its strategic choices and advice to clients.
TEAM IN ZÜRICH
Managing Director - Private Clients
Burcu Minas Balta
Burcu Minas Balta started her financial career in 2001 as a Relationship Manager at Credit Suisse, with a strong focus on the Turkish Market. She provided bespoke services and advice to Ultra High Net Worth Individuals across all areas of their wealth. Burcu has a holistic approach to service the specific needs of clients, especially in Asset Management and Investment Banking.
After 18 years in Private Banking she joined 1875 FINANCE to continue to cater all wealth management needs of individuals, families and their financial affairs.
Executive Director - Private Clients
Roman Walker
Roman Walker started his career in the automotive industry at the BMW AG headquarters in Munich before moving to the banking sector at UBS AG in Zurich. During his nine years at UBS, he worked for Active Portfolio Advisory, the UBS representative office in Moscow and as a Relationship Manager and Deputy Head in the Eastern European Department. In 2016, he moved to Pictet in Zurich, where he successfully built an extensive client book. In 2020, he left the bank and transferred to 1875 FINANCE. Roman holds a Bachelor degree in Business Administration from the Schiller International University Heidelberg.
Director - Private Clients
Jasmin Woertz
Jasmin Woertz began her career in 2004 at UBS SA, where she completed a traineeship. She subsequently worked as an assistant in the HNWI department. She then joined Julius Baer & Co. Ltd. in 2008, where she worked as an assistant in the Swiss private clients business. In 2012, she became a junior relationship manager for private clients after obtaining her license as a CFP. Three years later she joined Basler Kantonalbank as an asset manager.
In 2016, she left the bank to join 1875 FINANCE.
Assistant - Private Clients
Veselina Motsinova
Veselina Motsinova graduated from Moscow State University for Foreign Affairs (MGIMO) and holds a Master’s degree in Economics. Before joining 1875 Finance, she worked in financial companies and banks. She worked as a Deputy Service Desk Team Leader at Credit Suisse bank (Wealth Management division), as a Client Advisor at Marcuard Heritage, as an Analyst at an International Bank. She joined 1875 Finance in 2023.
Veselina passed level I of the CFA program (CFA Institute). She holds Advanced Certificate in Company Law & Practice (STEP), Advanced Certificate in Trusts: Law and Practice (STEP), Advanced Certificate in Trust Administration & Accounts (STEP).