Agnès Lossi is a Partner at Indefi, where she leads strategic consulting and market research projects across Europe within the Corporate Strategy division. Since 2016, she has been a leading expert in the wealth sector, spearheading the development and execution of projects in private markets on behalf of asset managers and distributors. With over 20 years of experience, Agnès brings deep expertise in asset management, insurance, and capital markets, which are also key focus areas in her strategic initiatives across distribution networks and her work in sustainable investment practices.

Raphaela M.L. Schröder began her career at UBS before spending many years at Rothschild & Co. There, she developed the private market offering for private wealth clients, managing everything from structuring, legal setup, compliance, and fundraising to post-sale activities, including reporting. Afterward, she worked at Maerki Baumann, a Swiss private bank, as Senior Portfolio Manager Private Markets. In this role, Raphaela led the development of the bank’s private market strategy—from defining the strategy to investment selection (sourcing, due diligence, and allocation) and operational improvements—building a multi-strategy private market portfolio encompassing private equity, private debt, and private infrastructure. In 2025, she founded Aurea Partners AG, which provides tailored private market solutions for wealth intermediaries, supporting private banks, family offices and independent wealth managers in building and expanding their private market offerings.