Partners
Expertise, experience and personal commitment
Our advisors have many years of experience in the world of finance and stand by your side as partners at eye level.
DR. Wolfgang Klien, founder
My principle: “What would I expect if I were the client“
Wolfgang Klien graduated from the University of St. Gallen with a master's degree in business administration and subsequently earned his doctorate from the Vienna University of Economics and Business.
He began his professional career in 1994 in management consulting, where he specialised in private banking and asset management. From year 2000, he headed strategic projects and later department for banking products and services at a renowned Swiss private bank.
In parallel he expanded his expertise by completing an MBA in International Wealth Management at the University of Geneva and an Executive MBA at Carnegie Mellon University.
Over the next ten years, he gained valuable experience as a senior client advisor in asset management and later as a relationship manager at a leading Swiss private bank. In 2017, he moved to a major asset manager and family office, where he further developed his client book and established the Zurich branch.
At the end of 2022, he founded Trigon, a multi-family office which focuses on the needs of private clients, their families and structures.
ALAIN HELD
“Success is a journey, not a sprint − in tennis as in life, it’s the rallies you sustain that define you.”
Alain Held began his career in technology consulting for Accenture in 1994 and in management consulting with The Boston Consulting Group (BCG) in Zurich, Switzerland. While at BCG, he advised multi-nationals in financial services across Europe and North America. He contributed largely to the establishment of the Wealth Management practice within the firm.
In 2006, as a Senior Project Manager, Alain left BCG to join Deutsche Bank as a Senior Executive and Head of Sales Management PWM. Shortly thereafter, he became the Head of Central and Eastern Europe PWM at Deutsche Bank (Suisse). In 2009, he joined Pictet Bank in Zurich where he headed the CEE/CIS team Zurich and built up an entire team from scratch. In 2020 he joined 1875 FINANCE, a Geneva headquartered asset-management company where he continued to serve his clients. In 2025 he joined the multi-family office Trigon as a Partner.
Alain Held holds a MSc degree in Computer Engineering from the Swiss Federal Institute of Technology in Zurich and an MBA from the Ross School of Business at Ann Arbor, Michigan, USA.
