OHANACAPITAL

Wealth management technology for markets, portfolios, risk, reporting, and financial operations.

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© 2026 Ohana Capital AG. All rights reserved.

UID CHE-114.729.131 · Strehlgasse 27, 8001 Zürich

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OHANACAPITAL
HomeAccount types
People & disciplines

One platform.
Many perspectives.

Ohana Capital brings product, engineering, governance, risk, operations, and customer experience into one shared operating model.

View open rolesOur company story
Concept portrait for Adrian Keller, a fictional Chief Executive Officer profile

Role concept

Adrian Keller

Chief Executive Officer

Concept portrait for Sofia Moretti, a fictional Chief Financial Officer profile

Role concept

Sofia Moretti

Chief Financial Officer

Concept portrait for Elias Hartmann, a fictional Chief Technology Officer profile

Role concept

Elias Hartmann

Chief Technology Officer

Concept portrait for Maya Laurent, a fictional Chief Operating Officer profile

Role concept

Maya Laurent

Chief Operating Officer

Leadership structure

Important roles, clearly represented.

A balanced leadership structure connects strategy, finance, technology, operations, brand, and risk oversight.

Concept portrait for Adrian Keller, a fictional Chief Executive Officer profile
01
CEO

Role concept

Adrian Keller

Chief Executive Officer

Sets long-term direction, strengthens governance, and aligns execution across the firm.

Concept portrait for Sofia Moretti, a fictional Chief Financial Officer profile
Operating disciplines

Specialist teams support every leadership mandate.

Stewardship

Leadership & Governance

01

Sets priorities, decision standards, and accountable oversight for the company.

This discipline connects company direction with governance, regulatory responsibilities, and clear ownership. The record describes a function rather than naming or implying unverified executives.

Company strategyCorporate governanceRegulatory oversightRisk accountability
How we collaborate

Shared standards make specialist work stronger.

The disciplines remain accountable for their own work while sharing context at the points where customer outcomes, platform quality, and operational controls meet.

Clear ownership

Every important workflow has an accountable discipline and an understood route for review.

Visible decisions

Product and operational choices are documented, explainable, and grounded in evidence.

Help shape what comes next.

Review published opportunities and apply through our private, role-specific hiring workflow.

Explore careers
02
CFO

Role concept

Sofia Moretti

Chief Financial Officer

Leads financial planning, capital stewardship, reporting quality, and resilient operating controls.

Concept portrait for Elias Hartmann, a fictional Chief Technology Officer profile
03
CTO

Role concept

Elias Hartmann

Chief Technology Officer

Guides platform architecture, engineering standards, secure delivery, and technical resilience.

Concept portrait for Maya Laurent, a fictional Chief Operating Officer profile
04
COO

Role concept

Maya Laurent

Chief Operating Officer

Coordinates service delivery, process quality, and effective collaboration across teams.

Concept portrait for Lena Vogt, a fictional Chief Marketing Officer profile
05
CMO

Role concept

Lena Vogt

Chief Marketing Officer

Shapes brand strategy, market communication, customer insight, and responsible growth.

Concept portrait for Marcus Delacroix, a fictional Chief Risk & Compliance Officer profile
06
CRCO

Role concept

Marcus Delacroix

Chief Risk & Compliance Officer

Oversees risk governance, control design, monitoring, and regulatory readiness.

Concept portrait for Amara Weiss, a fictional Chief Product Officer profile
07
CPO

Role concept

Amara Weiss

Chief Product Officer

Translates customer needs into coherent journeys, measurable priorities, and evidence-led delivery.

Concept portrait for Julien Mercier, a fictional Chief Legal Officer & General Counsel profile
08
CLO

Role concept

Julien Mercier

Chief Legal Officer & General Counsel

Supports corporate governance, contracts, policy development, and structured decision-making.

Concept portrait for Nina Petrovic, a fictional Chief Information Security Officer profile
09
CISO

Role concept

Nina Petrovic

Chief Information Security Officer

Leads information protection, incident readiness, operational resilience, and security governance.

Concept portrait for Clara Baumann, a fictional Chief People Officer profile
10
CPO

Role concept

Clara Baumann

Chief People Officer

Develops talent, leadership capability, organizational culture, and responsible team growth.

Concept portrait for Daniel Renaud, a fictional Head of Institutional Markets profile
11
HIM

Role concept

Daniel Renaud

Head of Institutional Markets

Connects market access, execution oversight, product knowledge, and institutional relationships.

Concept portrait for Elise Navarro, a fictional Head of Customer Experience profile
12
HCX

Role concept

Elise Navarro

Head of Customer Experience

Improves service quality, support operations, feedback loops, and long-term customer relationships.

Platform

Product & Engineering

02

Designs and builds the customer experience, internal systems, and supporting infrastructure.

Product, design, and engineering work together on understandable workflows, reliable software, and measurable improvements across the platform.

Product managementSoftware engineeringProduct designData-informed delivery
Control

Risk & Operations

03

Runs operational processes and control work across customer and platform activity.

The discipline brings together risk review, compliance operations, process quality, and day-to-day coordination without making claims about licences, approvals, or named personnel.

Operational controlsCompliance operationsProcess qualityIncident coordination
Service

Customer Experience

04

Helps customers navigate the product with clear, timely, and carefully documented support.

Customer experience turns questions and feedback into useful guidance, consistent service workflows, and input for product and operational improvements.

Customer supportKnowledge managementService operationsCustomer feedback

Safeguards within the work

Security, clear scope, user safeguards, and operational integrity are designed into delivery.

Quality through collaboration

Teams review outcomes together so that local improvements support the whole platform.