Keynote · FE+MALE Think Tank Biennale & Award 2026, GDI Zurich
“Her keynote was compelling, authentic and highly engaging … an outstanding speaker and facilitator.”
Patricia M. Montesinos · Founder & President, FE+MALE Think Tank

About
Creator of the WIN Method™ · Wealth manager · 20+ years in Swiss private banking · Board member · Speaker & author
20+ years in Swiss private banking, impact investing and philanthropy — UBS, Credit Suisse, Marcuard Heritage AG; founder of the Women's Investment Network at Credit Suisse. Venezuelan-born, based in Zürich, a worldschooling mother of four.
Twenty years in Swiss private banking

The Origin of WIN

I · The Head · Wealth Intelligence
“I understood the head. I thought that was the whole answer.”
Before finance, Angelika was a federated competitive swimmer, then the top-ranked tennis player in her state, and represented Trujillo at Miss Venezuela 2005 — the first stage where she learned what a public voice can do, planting the seed of the Misses4Peace Foundation, which she founded. She financed her studies as a tennis and swimming coach and model. At school she was never taught money. Then, within a single year, she lost her older brother — and then her father. The family company her father had been preparing her to lead was taken over and lost. Her family had to leave Venezuela — home, business, everything. Her mother did not know what to do financially. Angelika set aside her dream of becoming a children’s doctor and chose finance, so that no woman in her family would ever again be unprepared. Resilience, faith, critical thinking and a financial mindset carried her through, none of it learned in a classroom. Twenty years followed at UBS, Credit Suisse and Marcuard Heritage, advising ultra-high-net-worth families. She had mastered the numbers.
II · The Heart · Inner Alignment
“My mother gave me the heart. She could not give me what she had not yet broken herself.”
At Credit Suisse she founded the Women's Investment Network and ran workshops for women. That is where she saw it: brilliant, capable women who knew the theory and still did not act. Limiting beliefs. Old family patterns. A quiet doubt about their own worth. Angelika recognised it instantly — because her mother had taught her to see it. Her mother had begun working on herself long before it was fashionable: on self-worth, on the beliefs a little girl absorbs without noticing, on the patterns handed down through generations. She passed that inner work on to her daughter. No school teaches it; Angelika has never stopped being grateful for it, and it is why the inner game of money has been part of every conversation she has had with a woman about wealth. She trained as a life and business coach, later becoming a Mindvalley Money Coach, and began working with women on the second pillar. She now spoke of two pillars, head and heart.
III · The Voice · Negotiation & Voice
“In her weakest moment, my mother showed her greatest strength. She finally raised her voice.”
There was one pattern her mother had never broken: silence about money. And you cannot teach what you have not lived. So Angelika, who had taught women around the world to speak up about money, stayed silent in her own family, where money was taboo. The cost of that silence was devastating. Then, in her weakest moment, her mother stood up and raised her voice. In that moment Angelika understood: without the third pillar, the other two do not hold. Head and heart alone do not free you. You have to be able to say it — negotiate it, ask for it, claim it. And to say no: to set boundaries and limits around your money, your time and your worth. She turned that pain into purpose. WIN is the framework she wishes her mother had had — and the one her mother, in the end, helped her complete.
About
Advocating for SDG 4.7 and SDG 5
NextGen4Impact — to protect and empower the next generation. Its Social Media 16+ petition (tens of thousands of signatures, submitted to the Federal Council, covered by SRF, Blick, Watson and swissinfo) built a cross-party alliance in Switzerland on youth digital protection. Sign here
Speaking & Media

Keynote · FE+MALE Think Tank Biennale & Award 2026, GDI Zurich
“Her keynote was compelling, authentic and highly engaging … an outstanding speaker and facilitator.”
Patricia M. Montesinos · Founder & President, FE+MALE Think Tank
Podcast guest · Familias Horribles
“When Angelika came on our podcast Familias Horribles, she connected with our audience and helped us understand how our family history shapes our relationship with money. She gave us practical tools to break generational patterns.”
translated from Spanish
Alicia Markowitz · Founder & Host, Familias Horribles podcast
Board member · Fundación Avanzar
“Her perspective has helped Avanzar sharpen its focus, make clearer strategic decisions and grow into a stronger organisation.”
Margarita Heredia · Founder, Avanzar (Ecuador)
Engage
For women, families and founders
15 minutes, free. You tell me where you are; I tell you which of the three pillars to strengthen first, and your right next step.
Six modules, the complete workbook suite and the WIN Diagnostic. Lifetime access, every future update. Every enrolment funds course access for one woman who cannot afford it.
$397 · one-time
90 minutes, one-to-one. Your full three-pillar diagnosis, a first-draft Financial Freedom Roadmap and your exact next moves. You leave with a written roadmap within 24 hours.
CHF 490 · credited in full when you continue into any programme within 30 days
Twelve months. One live circle session a month, plus the full WIN Method™ course. Limited seats, by application.
$2,500 USD
Limited seats.
Six months, one-to-one. Your complete Financial Freedom Roadmap across all three pillars, direct access between sessions, and Angelika in your corner for every money decision.
CHF 9,900
A limited number of private clients at a time.
By application · for you and your next generation
One year at the legacy level — your wealth, your structures, your succession — with your next generation inside the method, not outside the room.
For you: Legacy Diagnosis across all three pillars, monthly private sessions with Angelika, and a seat in the WIN Circle
For each next-generation member: the full WIN Method™ course, a seat in the WIN Circle, and three private sessions with Angelika
Together: quarterly family reviews — succession, structures, philanthropy, and the money conversations most families never have
One year. By application. Angelika's private-bank standard on every decision.
From CHF 25,000 — you and one next-generation member
CHF 6,000 per additional family member
Wealth advisory
For women, families and next-generation wealth holders who want their capital managed with impact and sustainability at the core. Portfolio management, international banking structures, Latin American exposure.
Advisory services are provided through a licensed partner institution; details are shared in the first conversation. Nothing on this site constitutes investment advice.
For boards, institutions and event organisers
Independent board member and foundation council. Available for board, advisory and foundation council mandates where finance, impact and education meet.
Keynotes, panels and moderation on women’s wealth, impact investing, ESG and the next generation — in English, Spanish and German.
Bring WIN to your institution, company or foundation: licensed programmes, certification and train-the-trainer for women’s financial empowerment.
Coming soon — WIN Certified Trainers: certification and licensing for practitioners and educators · WIN internships for the next generation. Register interest ↗
Course access
Every woman who enrols in the WIN Method course opens a place for a woman who cannot pay for one. Not a discount. Not a gesture. A full course place — the same six modules, the same workbook — for a woman in Caracas, in Panama City, in a place where nobody has ever told her that the room is hers. You do not have to do anything. It happens when you enrol.
If you are that woman, the door is open. Course places are granted by application. Asking is not something to be ashamed of — it is the first time you use your voice about money.
Before you book