PEOPLE
 

LAN ADVISORY LLP


The company covers various advisory activities, mainly in the Swiss Wealth Management sector. We have successfully established a new business in South Africa related to Real Estate Investments. We are currently in the process to form a JV with a UK based Real Estate Management and Investment Firm to adapt their products to Wealth Management clients.

The company has formed together with a strong Israeli Software and Intelligence Company a new venture called KYC-Solutions Ltd. Its aim is to standardise and better the quality and efficiency of compliance processes and here in particular KYC reports.  

Our idea is to combine the vision and expertise of our people and partners involved to the benefit of our clients. We believe that our passion and experience in the field of Wealth Management will ensure a professional and successful result for our clients.

Our concept has always been to outsource fundamental activities to our supplying partners, being legal firms or software companies. The right choice of partners supports the business and creates a flexible growth by keeping the highest standards of quality.

We do not disclose our outside partners as a matter of company policy.

THOMAS STEINMETZ
 
1990-1993
Individual Investment Trainee Program with DRESDNER BANK AG Frankfurt, Germany
- Junior Portfolio Manger
- Syndication Equities
 
1993-1995
Senior Portfolio- and Relationship Manager Private Asset Management Department  ( South East Asia and Middle East ) at DRESDNER BANK AG Frankfurt, Germany
                                                           
1995-2000
Head of Private Banking HISPANO COMMERZBANK (GIBRALTAR) LTD., COMMERZBANK Group
 
2000-2009
Chief Representative Iberia and Head of International Expatriate Desk of RBS COUTTS BANK LTD., Zurich, Switzerland.
 
Since 2009
LAN ADVISORY SERVICES LLP, 71-75 Shelton Street, Covent Garden, London WC2H 9JQ, UK
Director and owner
- Wealth Management Mandates for Private Banking Clients
- Consultancy work for small to medium sized companies in Switzerland and South Africa
- Wealth Management related consultancy
- Real Estate Investments
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