Founder and Managing Partner
Nicholas Schwarz has enjoyed a 20-year career in advising family offices and high-net-worth families and individuals in both their international tax and asset management needs. Nicholas has worked and lived in Switzerland, Australia and Austria, where he currently resides with his wife and daughter.
His career started at KPMG Switzerland, where he advised clients on international taxation. Having completed his formal education as a Swiss Fiduciary with specialisation in taxation, he continued his education to achieve an MBA in Wealth Management from the University of Manchester. Prior to this, Nicholas obtained an Honours Degree in Philosophy. He also holds a certification as a Member of the Society of Trust and Estate Practitioners. Furthermore, he continuously expands his knowledge in investment performance measurement, financial analysis and financial risk management through the Institute of Chartered Financial Analysts (CFA) and the Global Association of Risk Professionals (FRM), while being a registered Finance Professional in Austria.
Nicholas’ practical experiences range from setting up systems and processes for Family Offices and reporting tools for wealthy families, allowing for a more transparent and better view of strategic risks in the asset management process, to advising both wealthy families and asset managers on the asset management process to improve performance and reduce risks in a portfolio.
In addition, Nicholas advises wealthy families on inter-generational wealth transfer, the adoption of family governance and family values, and the introduction of family council meetings.
Operating out of Vienna, Austria, Nicholas has built a team of analysts, programmers, and advisors who help him provide his services.
Currently, Nicholas is working on a next-generation tool for family offices and wealthy families to ideate, coordinate and strategically manage the legacy of wealthy families.
Nicholas is also highly engaged in providing learning opportunities through case studies for both Masters and Bachelors degrees in Finance, Mathematics and Fintech and Artificial Intelligence at the Faculty of Economics and Business Administration in Sofia, Bulgaria.
This cooperation allows also for the development of next-generation tools, like the Gamification of Risk Profiles for a more accurate assessment of a client’s risk profile based on metrics found in behavioural finance and leveraged as a tool for asset managers with the aid of artificial intelligence and large datasets.