Company:Ethics and excellence
The creation of 1875 FINANCE arose from the shared experience of its founders in the same bank. It is based on an unshakeable team spirit that guarantees comprehensive consistency and shared responsibility in its strategic choices and advice to clients.
TEAM IN ZÜRICH
Capital Partner - Private Clients
Burcu Minas Balta
Burcu Minas Balta started her financial career in 2001 as a Relationship Manager at Credit Suisse, with a strong focus on the Turkish Market. She provided bespoke services and advice to Ultra High Net Worth Individuals across all areas of their wealth. Burcu has a holistic approach to service the specific needs of clients, especially in Asset Management and Investment Banking.
After 18 years in Private Banking she joined 1875 FINANCE to continue to cater all wealth management needs of individuals, families and their financial affairs.
Account Manager - Private Clients
Veselina Motsinova
Veselina graduated from Moscow State University for Foreign Affairs (MGIMO) and holds a Master’s degree in Economics. Before joining 1875 Finance, she worked in financial companies and banks. She worked as a Deputy Service Desk Team Leader at Credit Suisse bank (Wealth Management division), as a Client Advisor at Marcuard Heritage, as an Analyst at an International Bank. She joined 1875 Finance in 2023.
Veselina passed level I of the CFA program (CFA Institute). She holds Advanced Certificate in Company Law & Practice (STEP), Advanced Certificate in Trusts: Law and Practice (STEP), Advanced Certificate in Trust Administration & Accounts (STEP).