Andrea Mathis Email
Co-Founder @ Amunra Capital
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Andrea Mathis Location
- Engelberg, OW, CH
Andrea Mathis Work
- 2025 -now Co-Founder @
- 2020 -now AZEK Wealth Management Examination Expert @
- 2024 -now Consultant, Entrepreneur and Business Coach @
- 2021 -2023 Partner and Market Head South Africa @
- 2018 -2021 Co-Team Head and Investment Advisor and Relationship Manager HNWI Greece and Cyprus @
- 2013 -2018 Relationship Manager, Co-Team Head and Business Developer HNWI South Africa @
- 2011 -2013 Investment Advisor and Relationship Manager UHNWI clients in Subsaharan Africa @
- 2008 -2011 Private Client Advisor Wealth Management Subsaharan Africa @
- 2007 -2007 Representative Officer South Africa @
- 2006 -2007 Client Account Manager Wealth Management HNWI South Africa @
- 2004 -2005 Client Account Manager Wealth Management UHNWI Turkey @
- 2002 -2004 UBS Allround Traineeship - Business Banking @
Andrea Mathis Education
- AKAD
Certificate: Board of Directors (Verwaltungsrat Zertifikat) (Strategic Operational Management (Betriebsmanagement und -verwaltung))
2024-2024 - HWZ Hochschule für Wirtschaft Zürich
Agile Coach Certificate
2023-2023 - CCFE
Certified Crypto Finance Expert CCFE (Crypto Finance)
2022-2022 - Coachingzentrum Olten GmbH
Business Mentor and Coach (Coaching and Mentoring / CAS Coaching / betriebliche Mentorin mit eidg. Fachausweis)
2020-2021 - SAQ Swiss Association for Quality
CWMA (Wealth Management)
2020-2020 - Moonstone Business School of Excellence
South African FSB certified representative (RE5) and key individual (RE1)
2016-2016 - AZEK - The Swiss Training Centre for Investment Professionals
Certified International Wealth Manager CIWM (International Wealth Management)
2010-2012 - SwissBanking & European Bank Training Network
European Foundation Certificate in Banking (Banking & Finance)
2002-2004 - Universität St.Gallen (HSG)
(Economy & Law)
2000-2001
Andrea Mathis Summary
- Andrea Mathis, based in Engelberg, OW, CH, is currently a Co-Founder at Amunra Capital. Andrea Mathis brings experience from previous roles at SFAA Swiss Financial Analysts Association, Raiffeisen Gruppe, Finaport and UBS. Andrea Mathis holds a 2024 - 2024 Certificate: Board of Directors (Verwaltungsrat Zertifikat) in Strategic Operational Management (Betriebsmanagement und -verwaltung) @ AKAD. Andrea Mathis has 3 emails on RocketReach.
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