Dr. Hubert Achermann

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dr. hubert achermann

about lunag

The company seeks to provide legal, economic and corporate advice to natural and legal persons. It is empowered to set up branch offices and subsidiaries both nationally and internationally, hold investments in other enterprises both nationally and internationally as well as acquire and finance such enterprises. Furthermore, the company is permitted to acquire, mortgage, sell and manage property both nationally and internationally as well as

engage in all business activities that are conducive to furthering the company or that are either directly or indirectly related to it.

Share capital

CHF 100,000.00

Registered persons / Board of Directors

Achermann, Dr. Hubert Emil Markus,
from Emmetten and Lucerne

values

“Combine experience and know-how
with commitment and empathy,
retain your professional independence,
and your advice becomes valuable advice
not just statements!”

highest level of professionalism and integrity
client centricity
long-term thinking
open-mindedness
international focus
implementation-driven practices
cultural affinity

Read CV

curriculum vitae

Professional Career

KPMG AG Switzerland
Chief Executive Officer
- Member of KPMG Global Board
- First Lead Director of KPMG International (newly-created position as instrument of “checks and balances”)
- Member of the KPMG EMA Region Board
- Member of the KPMG Europe LLP Board and first Chairman of the Remuneration Committee
Member of the Management Board
Responsible for Tax, Legal and Private
Clients
Vice-president of the Board of Directors of the (new) KPMG Switzerland (after MBO)
KPMG Fides Lucerne
Office Head
Fides Zurich
Member of Legal department

10.2004 – 09.2012

01.2009 – 09.2012

01.2008 – 09.2012

09.1994 – 09.2004

04.1992 – 08.1994

09.1987 – 08.1994

10.1982 – 08.1987

Education

Graduation
Doctor of International Civil Law
Licentiate
Admitted to the Bar of Canton Lucerne (licensed in Lucerne and Zurich)
Studies
Law at the University of Bern
Academic high school (“Gymnasium”)
Type B, Lucerne

1983

1977

1972 – 1977

1962 – 1970

Languages

German (native speaker)
English (fluent in writing and speaking)
French (fluent in writing and speaking)

mandates

UBS Switzerland AG, Zurich (2015 – present)
Member of the Board
Chairman of the Audit Committee
Member of the Risk Committee
Georg Fischer, Schaffhausen (2014 – present)
Vice-Chairman of the Board and Independent Lead Director
Head of the Audit Committee
Ernst von Siemens Musikstiftung, Zug (2013 – present)
Member of the Foundation Board
Neuroscience Center, UZH and ETH Zurich (since 2018)
Patronage member
Musicaeterna Foundation, Vaduz (2019 – present)
Member of the Foundation Board
Musicaeterna Swiss Foundation, Sils (2020 – present)
Member of the Foundation Board
… and trusted advisor to numerous
wealthy families and family-owned businesses

former mandates

LUCERNE FESTIVAL
Chairman of the Foundation Board (2008 – 2019)
Implenia AG
Chairman of the Board (2015 – 2016)
Member of the Board (2013 – 2015)
Kuehne–Stiftung, Schindellegi / SZ (2013 – 2016)
Member of the Foundation Board
HELP Logistics AG, Zug (2014 – 2016)
President of the Board

Services

My services built on over thirty years of insight, experience, leadership and multi-
disciplinarity. I serve private individuals and families as well as corporates.

corporates, foundations
and family trusts

As independent advisor and yet closely linked to a broad network of top specialists in TAX, LEGAL, M&A, Private Equity, Real Estate and Assurance.
I support you in navigating the challenges of change as well as taking advantage of its opportunities.

Board memberships in privately held and listed companies
Activity as member of the Board of Family Foundations and Foundations with a focus on Music, Art and Education
Carefully selected Trusteeships in Family Trusts

private individuals and families

To meet clients’ needs, I offer, in close cooperation with a strong network of highly experienced specialists, advice in the following areas:

Tax and Legal
Wealth Structuring
Estate Planning
Governance
Private Equity in developing countries
Real Estate

clients’ needs

Against full transparency, crime and fraud
Against “financial repression”
Against excessive taxation
Freedom to move funds and assets
Safe bank for cash deposits

Grow and develop

Insight into economic trends and potential threats
Asset allocation (financial assets, real estate, etc.)
Selection of banks and portfolio managers
Performance measurement and comparison
M&A, private equity, real estate Structure, governance and controlling

Structure, governance and controlling

Corporate governance ( fast growing family business)
Proper family office setup
Systematic monitoring / managing of risks
Assurance challenges

Family and succession planning

Tax and structural planning
Next generation education
Going public, family succession, sale and merger
Family governance
Trusts and foundations

Leisure and sense of purpose

Philanthropy
Residential properties
Arts
Investments of passion

Experience

With the implementation of UBS Switzerland AG, UBS has taken another substantial step to improve the resolvability of the Group in response to regulatory requirements affecting the entire banking industry. UBS Switzerland AG is operating as a fully-owned banking subsidiary of UBS AG with its own banking license.

As part of the changes to UBS's legal structure, UBS AG's Retail & Corporate and Wealth Management businesses booked in Switzerland have been transferred to UBS Switzerland AG, effective June 14, 2015.

More information about UBS Switzerland AG

www.ubs.ch

GF comprises three divisions GF Piping Systems, GF Automotive, and GF Machining Solutions. Founded in 1802, the Corporation is headquartered in Switzerland and is present in 32 countries, with 124 companies, 48 of them production facilities.

Its approximately 14 000 employees generated sales of CHF 3.77 billion in 2013. GF is the preferred partner of its customers for the safe transport of liquids and gases, lightweight casting components in vehicles, and high-precision manufacturing technologies.

www.georgfischer.com

[ 1 ] Building technology

[ 2 ] Improvement of air quality, working conditions
and environmental protection

[ 3 ] GF Piping Systems
Leading supplier of sustainable piping systems

[ 4 ] GF Automotive
First choice for cast parts

[ 5 ] GF Machining Solutions
Expert solutions in high-precision manufacturing

In the nearly 75 years of the Lucerne Festival’s existence – some 120,000 music lovers visit the festival every year. The annual parade of the world’s foremost orchestras began in the latter half of the 1950s with guest performances by the Vienna and Berlin Philharmonics. The 1970 Festival was the first to be given a special theme – an idea that has remained alive ever since. An annual array of artistes étoiles has graced the Festival’s program since 1999. An excellent new concert hall, designed by French star architect Jean Nouvel, has been at

the Festival’s disposal since 1998. The Festival was revitalized and reached a new flowering with the foundation of the LUCERNE FESTIVAL ORCHESTRA under Claudio Abbado, which has opened the summer season since 2003. And since 2004, the LUCERNE FESTIVAL ACADEMY, headed by Pierre Boulez, has provided the Festival with its own educational institution, introducing highly gifted young musicians to the art of performing modern music. The LUCERNE FESTIVAL has been legally structured as a foundation since 1970.

www.lucernefestival.ch

[ 1 ] Michael Haefliger, Musical Director, and Hubert Achermann, Chairman of the Lucerne Festival Foundation

[ 2 ] KKL Lucerne (designed by Jean Nouvel)

[ 3 ] Anniversary book to celebrate the 75th anniversary of the Lucerne Festival (the two titans Claudio Abbado and Pierre Boulez)

[ 4 ] The KKL Lucerne Concert Hall

In 1972 Ernst von Siemens, the grandson of the industrial entrepreneur Werner von Siemens, established the foundation that bears his name. Every year the Foundation awards the Ernst von Siemens Music Prize to a composer, performer, or scholar who has made outstanding contributions to the world of music. Known as the “Nobel Prize of Music,” the award has increasingly drawn international attention over the years. The Foundation awards millions of Euros to support

contemporary music projects in more than twenty countries all over the world. Along with commissioned works, concerts and events are also supported as well as educationally valuable projects that give children and adolescents access to contemporary music. In addition, numerous festivals receive yearly grants from the Ernst von Siemens Music Foundation in recognition of their contribution to contemporary music.

www.evs-musikstiftung.ch

Ernst von Siemens
First president of the Board of Trustees

KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We have more than 152,000 outstanding professionals working together to deliver value in 156 countries worldwide. Thanks to our international knowledge, KPMG’s global network allows KPMG in Switzerland to offer our clients clear and consistent

solutions wherever these are needed. KPMG employs around 1,600 people in 11 offices in Switzerland and Liechtenstein, all of whom contribute their sound knowledge in the interests of our clients, who include business corporations, governments and public sector agencies and not-for-profit organizations.

www.kpmg.ch