About

Ivana Reiss

Ivana Reiss
IR
 
Ivana Reiss, CFA
Founder & Owner


LinkedIn Profile → 

About Ivana Reiss

Ivana Reiss is the founder and owner of Reiss Advisory LLC, an independent advisory firm based in Switzerland. With over two decades of experience in investment management, backed by her educational background and her commitment to corporate development, she brings a powerful combination of analytical thinking, strategic vision, and practical execution to each mandate.

Her career spans senior roles across the Swiss pension and financial services sector, with in-depth expertise in institutional asset management, capital markets and corporate development. This breadth of experience allows her to advise clients at the intersection of investment strategy and business decision-making.

Professional Expertise

Ivana has built her reputation through a commitment to independence, intellectual honesty, and a long-term perspective. She has held various positions in the investment management sector and has in-depth knowledge of the Swiss pension market. She has extensive experience in leading and serving on various strategic bodies and investment committees for institutional investors.

She has served pension funds, foundations and corporate clients at various stages of development, guiding them through complex strategic and operational challenges:

  • Chief Investment Officer and member of the Executive Board of a service provider for Swiss pension funds
  • CEO of one of Switzerland’s largest independent investment foundations
  • Mandates in various governing bodies (Boards of Directors, Boards of Trustees, Investment Committees, Innovation- and Advisory Committees)
  • Institutional investment management and advisory services
  • Asset allocation and portfolio strategy for pension funds and foundations
  • Business development, next-generation company development and growth advisory
  • Manager and custodian selections, due diligence and performance monitoring
  • Risk management and compliance

Education & Qualifications

  • Board of Directors Seminar, Swiss Board School of the International Centre for Corporate Governance
  • CFA Charterholder, CFA Institute
  • Master of Economics, Faculty of Economics
  • Ongoing professional development (particularly in the areas of capital markets, corporate governance and sustainability)

Philosophy

Ivana founded Reiss Advisory out of the conviction that unbiased independent advice and a practice-oriented approach, based on her institutional expertise, will contribute lasting value to the clients’ ongoing development.

She is convinced that integrity, transparent communication and a long-term perspective are the foundations of success.

Her interdisciplinary approach offers clients not only discipline-specific expertise, but also a broader perspective on their challenges and opportunities.

Location

Reiss Advisory LLC is headquartered in Ennetbaden, in the canton of Aargau, Switzerland — well-positioned to serve clients throughout Switzerland and internationally.

Limmatauweg 14 · CH-5408 Ennetbaden · +41 56 209 06 11