About Silvercoast Partners

Our mission is to provide wealth management services to High Net Worth and Ultra High Net Worth individuals and families in the United States, Switzerland and internationally.

Silvercoast Partners AG is an independent Swiss investment management company and registered with the US Securities and Exchange Commission as an Investment Adviser under the Investment Advisers Act of 1940.

Meet the Team

The primary focus of our wealth management professionals is to help build, preserve and manage the wealth of individuals and families. Our proven team is devoted to helping our clients reach and achieve their goals.

Joseph Haering

Mr. Haering is the Co-Founder, Chairman and Chief Executive Officer of Silvercoast Partners AG.  

Mr. Haering is an investment professional with more than 30 years of experience in all aspects of investment management, private banking and global wealth management. Prior to joining Silvercoast, Mr. Haering spent two decades at Credit Suisse – a global financial institution that provides investment banking, private banking and asset management services to clients around the world – in a variety of leadership roles, most recently as the Head of its North America wealth management and private banking business. Until his retirement, Mr. Haering and his team were responsible for advising High Net Worth and Ultra High Net Worth individuals and families on their investment management and wealth planning needs. Mr. Haering is a Swiss certified wealth management and private banking relationship manager and is Series 65 FINRA registered.

Languages: English, German, French, Italian, and Spanish

Karolina Bakari

Ms. Bakari is a Vice-President at Silvercoast Partners AG.  

Ms. Bakari is an investment professional who brings more than 15 years of experience serving private clients, family offices and institutions in the global wealth and asset management industry with her to Silvercoast. Ms. Bakari began her career at Credit Suisse, where she held a variety of roles in the core competency areas of portfolio management, client service and compliance.  Prior to Silvercoast, Ms. Bakari served as a client relationship manager in the Credit Suisse's North America wealth management and private banking business, where she was responsible for providing asset and wealth management services to High Net Worth and Ultra High Net Worth individuals and families. She also appointed as the Deputy to the Business Unit Head of Credit Suisse's Canada wealth management and private banking business. Ms. Bakari holds a Bachelor of Science degree in Business Administration, Banking and Finance from UAS Zurich. Ms. Bakari is a Swiss certified wealth management and private banking relationship manager and is Series 65 FINRA registered.

Languages: English and German

Raphael Jutz

Mr. Jutz is Co-Founder and COO of Dynamic Tree Asset Management.

Dynamic Tree is a Swiss-based investment management company providing asset and wealth management services to predominantly Canadian High Net Worth and Ultra High Net Worth individuals and families. Mr. Jutz is a Swiss national and an investment professional with more than 20 years of experience in all aspects of investment management, private banking and global wealth management. Prior to Dynamic Tree, Mr. Jutz was responsible for and specialized in portfolio management and wealth management solutions at a Swiss-based independent asset manager. Mr. Jutz was also part of the Sales and Trading Division of a prominent Swiss financial institution dealing with international private individuals, family offices and institutions.

Languages: English and German

Beat Meier

Mr. Meier is Co-Founder and Chief Executive Officer of Dynamic Tree Asset Management.

Dynamic Tree is a Swiss-based investment management company providing asset and wealth management services to predominantly Canadian High Net Worth and Ultra High Net Worth individuals and families. Mr. Meier is a Swiss national and an investment professional with more than 20 years of experience in all aspects of investment management, private banking and global wealth management. Prior to Dynamic Tree, Mr. Meier worked at UBS, a global financial institution, where he was responsible for managing and growing the wealth management business of UBS in the Prairies Region of Western Canada. Mr. Meier was a Senior Private Wealth Advisor and a member of the UBS Key Client Group in Canada, where he served Ultra High Net Worth individuals and families. Mr. Meier is a CFA charterholder and a member of the CFA Institute. He is a graduate of the Swiss Certified Banking Specialist program and has also earned the Canadian Investment Manager (CIM) designation.

Languages: English and German

Wayne Egan

Wayne Egan, P. Eng., has over 40 years' experience in Engineering, Procurement, and Construction (EPC) for the Oil and Natural Gas Industry.

Mr. Egan was a Founding Partner and long term Board Member of the Colt Companies & Colt Engineering, which became one of the largest privately owned engineering companies providing EPC/CM services to the Canadian energy industry, prior to the acquisition by WorleyParsons. At Colt Engineering, Wayne held management, technical (2 patents), and marketing/sales positions. He also served on the company's Shareholder Value Committee which was responsible for strategic planning, evaluating M&A opportunities and corporate restructuring. He is currently President of a private equity investment company focusing on opportunities in the financial and energy sectors.