Our story

Investing is very demanding and yet very simple, if the possibilities of digitalisation are fully exploited. Descartes Finance has been following this path consistently since its launch in 2017, thereby driving forward the democratization of financial services. Our clients have access to the same investment options regardless of the size of their assets. And behind our innovative technologies are people who are available to provide clients with personal advice.

Dr. Adriano B. Lucatelli email

Adriano is co-founder and managing director. He is a proven financial expert with extensive management experience. Previously he spent several years in leadership roles at UBS and Credit Suisse in Switzerland and abroad and was a senior lecturer at the University of Zurich. His studies took him to the London School of Economics, the University of Rochester (NY) and
Wharton School. The business magazine Bilanz voted him one of the Top 100 Swiss Bankers.

Dagmara C. Nägeli email

Mara is office manager and responsible for the coordination of the areas of customer service, accounting and administration. She has over 30 years of experience in wealth management. As a member of management, Mara looked after Swiss and international clients at Bank Sarasin and Maerki Baumann, among others.

Rino Borini email

Rino is a member of the board of directors. He is one of the leading Swiss experts in the field of digital finance. Rino is co-founder and CEO of financialmedia AG, an independent media company focusing on innovative financial and business topics. The company is also the organizer of Switzerland's leading digital finance platform "Finance 2.0". He is also co-founder of the consulting boutique Scarossa, which focuses on "digital education" and the strategy, conception and implementation of omnichannel experiences. Furthermore, Rino is head of studies and lecturer at the University of Applied Sciences, HWZ Zurich, and leads the courses CAS Digital Finance and CAS Digital Insurance.