He completed his diploma thesis in 1988 to become a federally certified tax expert and was an individual member of the industry associations EXPERTsuisse and TreuhandSuisse until the end of 2023. He has also been registered as an audit expert with the RAB since 20.11.2009.
Before and during the diploma course, Erwin worked for 10 years as an auditor, tax consultant and fiduciary clerk. He carried out the various mandates independently.
Erwin is pleased that he is able to pass on his many years of broad experience to customers and employees every day. He is also still curious about new things, true to the motto: “lifelong learning”.
Erwin is a man of pleasure – he loves good food and drink and a fine Habana. To balance things out, he plays tennis and works out at Gymfit. In winter you will find him on the ski slopes early in the morning and in summer on, under or in the water. He is also actively involved in local politics for the FDP and was a long-standing member of the executive committee.
Beatrix is an open and committed personality with many years of experience in
accounting, annual financial statements and tax returns for individuals and legal entities.
legal entities. She has a high level of self-organization and keeps a calm and prudent
calm and prudent even in hectic situations. She is committed and
goal-oriented when working together.
Beatrix completed her apprenticeship in a fiduciary office in Belp. This was followed in 2004 by
fiduciary clerk qualification from the Swiss Association of Fiduciaries,
followed by active further training with the professional associations for accounting and taxes.
Beatrix has been working in the fiduciary sector since 1995. Before that, she held various positions as a
businesswoman, which she was able to combine with her family and children.
Das selbständige Arbeiten, den Kundenkontakt, das entgegen gebrachte Vertrauen
seitens Kundschaft, immer wieder neue Herausforderungen.
The independent work, the customer contact, the trust placed in me by customers
on the part of customers, and the constant new challenges.
In 2013 Danny and his business partner Patrick Hitz founded XELLENZ Group. Being co-owner and CEO, he is in charge of the fiduciary services sector of XELLENZ.
Danny finished the cantonal school in Wattwil with an university-entrance diploma specialised in economics. He successfully completed his studies at the university of Zurich and holds a master’s degree in economics with emphasis on „Management and Economics“.
During his studies Danny worked part time as assistant of the management of Spiess & Partner in Zurich.
Following his studies, he worked for Deloitte AG in Zurich as an auditor in the industrial sector.
The next 7 years Danny worked at PricewaterhouseCoopers AG in Zurich as an auditor in the financial sector and carried out various mandates for national and international companies as a manager.
In autumn 2010 he graduated as a certified public accountant.
He is an audit expert approved by the federal audit authority and a member of the chamber of fiduciaries “EXPERT Suisse”
Danny appreciates the challenges and exciting moments as an entrepreneur as well as the flexibility and self-determination at XELLENZ.
He particularly appreciates the daily contact with customers and his employees, as well as the opportunity to pass on his experience and knowledge and to learn and experience new things every day.
One of Danny’s great passions is adventure and cultural travel, through which he has been able to get to know many countries. In the cold season he likes to spend his spare time on the ski slopes and supporting the Rapperswil-Jona Lakers, whose matches he has been attending for about 25 years. During his studies he carried out a consulting project for the Lakers’ board of directors.
Patrick is a member of the Board of Directors of Häberling Treuhand AG and XELLENZ Treuhand AG. He teaches as a lecturer at the University of Applied Sciences Graubünden and the University of Applied Sciences Banking & Finance.
Patrick completed his apprenticeship at Lenzerheide Tourism.
He then studied business administration at the University of Applied Sciences in Grisons and successfully completed his specialisation in Finance & Accounting and Entrepreneurship. He is an audit expert approved by the audit authority.
Patrick worked as a project manager for a large transport company. Afterwards, a job offer from Coutts Bank in Singapore allowed him to take up a series of assignments abroad in London and Singapore. Patrick worked for almost 7 years at PricewaterhouseCoopers AG in Zurich, where he focused on auditing and advising national and international clients. He has been working in the fiduciary sector since 2013.
Developing and implementing innovative, new products together with smart people, taking the necessary entrepreneurial risks, bearing full responsibility, but also taking the success or failure into your own hands – what more can you expect from a dream job?
Patrick is an avid sportsman and enjoys spending his free time on the tennis court and playing ice hockey.