Our story
Somewhere with deep infrastructure and a thoughtful approach.
Somewhere that took a consistent approach to make a profound impact.
It needed to be delivered by a team of advisers who were experts in their fields and could be trusted to run with things.
We couldn't find it, so we built it ourselves.
Since then, Tsugu has brought together individuals with expertise spanning industries and disciplines, who collectively set founders and their businesses up for success.


For more than two decades, Richard has designed and built investment offices for founders and their families; building the best, transforming the worst, and evolving the mediocre.
In 2020, he built Tsugu, along with many members of the existing team.
Leveraging his M&A, accounting, tax, legal, fiduciary and investment expertise as a Big4 Partner, Richard has developed a niche for designing and executing founder and family offices for many of the world's most successful founders and their businesses.
Previously based in London, Richard is now based in Switzerland.


Matthew kicked off his 25-year career as an investment banker in global capital markets, focusing on M&A and ECM advisory for clients across Europe and America, including Morgan Stanley, ABN Amro, and Merrill Lynch.
Switching to buy-side M&A and corporate strategy, he later held senior leadership roles at UBS and Julius Baer in London and Zurich. There, he advised their executive boards on over 30 major transactions and tech investments worth more than US$ 12 billion, before moving onto the executive board of founder-led Swiss crypto bank AMINA.
Matthew also has significant supervisory board experience, serving in regulated positions for 8 years under CSSF & BAFin Europe, CVM Brazil, and FINMA Switzerland.


Louise has worked with founders and family businesses throughout her career.
Prior to joining Tsugu, Louise worked in family investment, professional services, including both Big 4 and at top 10 business advisory firms, as well as private equity offices.
Louise has extensive financial, M&A and tax experience, and has successfully led change management projects, including the deployment of new systems to drive impact and efficiency through the business.


Gosia is focused on Tsugu’s diversified long-term investment portfolio.
Working on the investment team at Hoegh Capital Partners London for 12 years, Gosia crisscrossed investing styles; underwriting direct investments in asset-intensive industries, and managing a buffet-esque portfolio of stocks and funds which became her favourite approach.
Gosia spent a year advising family office clients within the PwC network, and had a hectic summer launching an equity research shop out of the rubble of 2008’s financial crisis.
Gosia is an alumna of the University of Cambridge and has passed the Chartered Financial Analyst (CFA) exams.


Rosie has worked with founders throughout her career, helping them start, grow and talk about their products, their businesses and themselves as founders.
Most recently she worked with Phil Libin, the co-founder and former CEO of Evernote, as his Chief of Staff and Head of Communications for his product studio, All Turtles.
Rosie has worked with both first time and seasoned founders to define their product, articulate its purpose, and build creative and impactful campaigns to drive growth.


Clara brings expertise in international financial services, tax optimization, and legal compliance to support international operations. She has deep expertise in data protection, transfer pricing, and cross-border financial operations.
Prior to joining Tsugu, Clara was a Manager at Utopia Music AG where she advised on financial transactions and partnerships across different jurisdictions and optimised personal data compliance. She holds a Master of Law (International and Comparative Law) from the University of Zurich.


A former lawyer, Tess trained at Allen & Overy and was part of the team which built out Maurice Turnor Gardner, its private wealth spin-out. After nearly a decade advising entrepreneurs, families and trustees on estate planning, cross-border tax planning and the design/operation of international structures, Tess moved into a Chief of Staff role for Hilton Nathanson, a London-based hedge-fund entrepreneur.
She subsequently became Director of Operations of his award-winning fintech business, Red Deer.
Tess has worked with founders throughout her career, driving their businesses forward, managing risk and optimising their interests.

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Based in Los Angeles, Bo focuses on identifying and evaluating new direct investment opportunities and fund commitments. Previously, she has supported founders creating gaming content, platforms and infrastructure as an investor at Griffin Gaming Partners, a leading venture capital fund in gaming with over $1.3B in assets under management.
Prior to that, she worked as an investment research analyst specializing in software and gaming at Citigroup and Bloomberg.
Bo has always been captivated by entrepreneurial stories and the resilience they embody. She is channelling the passion through Tsugu Ventures, while also interviewing and documenting her grandfather’s journey through Korea’s economic transformation.


Markus focuses his time on private market and private equity investments, areas he has a decade of extensive experience in. Before joining Tsugu, Markus spent 5 years with one of the leading single family offices in Switzerland, where he worked in close collaboration with the owners not just on identifying and executing investment opportunities but also on asset allocation and investment strategy.
Prior to that, he held corporate finance and M&A roles at KPMG in Frankfurt.


Roger has worked with founders and family businesses through most of his career.
Prior to Tsugu, Roger was the Chief Investment Officer of Spectrum Value Management, the family office of the Dr. Thomas Schmidheiny family. Roger also spent time at Silverhorn Group, an Asia based cross asset class investment boutique and multi family office. He started his career as a management consultant with Oliver Wyman.
An alumnus of the University of St Gallen (MA in Banking & Finance) and Stanford University (Executive Program), Roger is also a Chartered Alternative Investment Analyst (CAIA) and holds the Financial Risk Manager (FRM) designation. He has studied and worked in Switzerland, the US, Sweden, Hong Kong and Singapore.


With over 10 years of experience in dealing with legal and tax matters surrounding privately held wealth, Alex has been advising some of the most influential founders, their families, and family-owned and fast-growth businesses.
Prior to joining Tsugu, she worked in a Big4 as part of the Private Clients team, where she was involved in projects such as the design, set-up and transformation of founder and family offices, family business succession vehicles and tax efficient investment structures.
Alex is a qualified lawyer and a Trust and Estate Practitioner (STEP Member).


Working for nearly four decades in financial services, Ray has over 25 years of experience working with high net worth private clients, founders, family offices, and corporate structures.
Ray began his career in Jersey, moving to Switzerland nearly 20 years ago to join a boutique investment consultancy. He later took a position in Asset Management before joining a Big 4 firm, where he designed and implemented an investment consulting practice with a strong focus on Private Clients.

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Lukas brings specialist principal and direct equity investment experience, as well as expertise in corporate finance, private debt and financial modelling, to support our portfolio investments and our founders.
Prior to joining Tsugu, he worked at Julius Bär, Ernst & Young, and Credit Suisse. Lukas holds a Master of Arts in Accounting and Finance from the University of St.Gallen.
Based in Zürich, he is passionate about CrossFit, cycling, kitesurfing, and skiing.


Andy Kleinman is an Argentinean-born American entrepreneur and businessman with over 25 years of experience working on innovation at the intersection of technology and entertainment. He is currently the President of Delphi Interactive, which makes AAA games in partnership with the most desirable franchises in the world.
Before Delphi, Andy was the Founder and CEO of Wonder (acquired by Atari), Chief Business Officer of Scopely (acquired by Savvy Games Group), Vice President at Zynga (acquired by Take-Two Interactive), and Vice President at Playdom (acquired by Disney).
In addition to his entrepreneurial career, Andy has been an active independent film producer. To date, his films have won major prizes at some of the largest festivals in the world, such as Cannes, Toronto, Berlin, AFI, and SXSW. He’s also been an active investor (SpaceX, Roblox, BuzzFeed, NZXT, Carta), mentor, and advisor to multiple companies, private equity firms, and venture capital funds. Andy is based in Los Angeles with his wife, Lauren, two kids, Alexander and Leia, and two English Retrievers, Rocky and Apollo.


Jonathan is a Founding Partner of Adventus Capital where he is responsible for the management of their Endowment and Private Equity strategies. Prior to Adventus, Jonathan was a Founder and Co-Chief Investment Officer at Tribus Capital Partners, where he managed a globally diversified investment program for over a decade. He began his career at Goldman Sachs in 2000, followed by time at Lehman Brothers and Merrill Lynch before moving to Switzerland in 2009.
Our story
We were looking for a particular type of investment office.
Somewhere with deep infrastructure and a thoughtful approach.
Somewhere that took a consistent approach to make a profound impact.
It needed to be delivered by a team of advisers who were experts in their fields and could be trusted to run with things.
We couldn't find it, so we built it ourselves.
Since then, Tsugu has brought together individuals with expertise spanning industries and disciplines, who collectively set founders and their businesses up for success.
Our team







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