Jan Lübbe
Partner at Finaport- Claim this Profile
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English Native or bilingual proficiency
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French Full professional proficiency
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German Native or bilingual proficiency
Topline Score
Bio
Credentials
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Certified Investment Manager (CIM)
Canadian Securities Institute (CSI)Oct, 2018- Nov, 2024 -
Certified Wealth Management Advisor CWMA
SAQ Swiss Association for QualityAug, 2013- Nov, 2024
Experience
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Finaport
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Switzerland
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Financial Services
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1 - 100 Employee
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Partner
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Jan 2021 - Present
Swiss Wealth Management Company serving international clients - excellent investment performance (low costs, highly liquid managed portfolios, no sales pressure) - Licensed in Switzerland, US, Canada, EU & GB, Asia - Offices in Europe, Asia and US Swiss Wealth Management Company serving international clients - excellent investment performance (low costs, highly liquid managed portfolios, no sales pressure) - Licensed in Switzerland, US, Canada, EU & GB, Asia - Offices in Europe, Asia and US
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Family Office
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Zürich Area, Switzerland
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Wealth Manager / Investment Advisor
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Mar 2018 - Jan 2021
• Consulting on Investment Portfolios and individual investments on a project basis for one of the wealthiest families in Brazil with business and investment interests across Latin America, USA/Canada and now also Europe, where a new SE was created to give the clients their European base of operations. • Furthermore supported a variety of projects in the Swiss and international markets including • Sourcing finances and support for a Swiss tech start-up (venture capital) • Coordination of an art restauration project for a Family Office client • Registration and setup of a new Swiss holding company (AG / SA) in the Canton of Zug Show less
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Dynamic Tree Asset Management AG
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Switzerland
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Investment Management
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1 - 100 Employee
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Private Banking Relationship Manager (VP) HNWI / UHWNI Canada
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Jan 2017 - Nov 2017
• Expanded local market network by client referrals and identified new prospects • Implemented a quantitative prospect development plan to expand UHNWI and HNWI client business in North America and EMEA • Consulted with specialists to provide high-quality investment options for clients and to grow their portfolios across all asset classes • Enhanced client investment performance by conducting quantitative and qualitative analyses and designing bespoke presentations and marketing material • Developed investment strategies and asset allocation in cooperation with CIO • Ensured correct implementation of all agreed client strategies within the specified investment parameters Show less
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Private Banking Relationship Manager Canada International HNWI / UHNWI
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Dec 2012 - Dec 2016
• Cultivated local market network in order to expand UHNWI client business with investable assets of at least 5 million CHF• Managed UHNWI & HNWI Clients with a total net worth of over 6 billion CHF• Provided high quality investment services to clients by working closely with team members and internal specialists• Ensured KYC profiles, tax statements and documentation adhered to latest internal and external compliance guidelines
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Ass. Relationship Manager
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May 2009 - Dec 2012
• Assisted senior relationship managers working with financial intermediaries and family offices in the UK and Middle East who managed investable client assets exceeding 250 million CHF• Served as a first point of contact and provided services relating to the opening, managing and closing of client account relationships (Trusts, Investment Funds, domiciliary and holding companies etc.)• Ensured the validity of the documentation covering all structures and funds (Prospectuses, Statutes, Licenses, Signatory Lists, Filings, Reporting, etc.)• Contributed quantitative and qualitative data analysis for strategies and recommendations to the department head Show less
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Junior Relationship Manager
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Mar 2008 - Apr 2009
• Created and executed business plan to expand the bank’s market share of external asset managers and Family Offices in the German market• Supported external financial experts in persuading new and existing clients to book their assets with the Credit Suisse Group
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Deutsche Bank
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Germany
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Financial Services
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700 & Above Employee
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Account Manager FIM Anglo Saxon markets
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Sep 2007 - Mar 2008
• Assisted a senior client advisor working with financial intermediaries and Family Offices exclusively in the Anglo-Saxon markets • Handled all relevant documentation (trust papers, account openings, etc.) • Assisted a senior client advisor working with financial intermediaries and Family Offices exclusively in the Anglo-Saxon markets • Handled all relevant documentation (trust papers, account openings, etc.)
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Synthesis Bank
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Banking
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1 - 100 Employee
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Sales Specialist
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Aug 2006 - Aug 2007
• Retailed online trading services to German and English speaking key clients • Marketed the proprietary online platform to groups of prospects with focus on implementing personal investment strategies • Managed the opening of a fully functioning, serviced and equipped subsidiary in Zurich • Retailed online trading services to German and English speaking key clients • Marketed the proprietary online platform to groups of prospects with focus on implementing personal investment strategies • Managed the opening of a fully functioning, serviced and equipped subsidiary in Zurich
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CHARLES KENDALL & PARTNERS (HOLDINGS) LIMITED
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United Kingdom
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Capital Markets
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1 - 100 Employee
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Associate
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May 2000 - Sep 2003
• Provided UHNWI clients with key-turn solutions for international projects including procurement, financing, auctions, negotiation of service contracts, logistical planning and shipment of goods • Supported the planning of bespoke projects (yacht manufacturing, airplane finance, art acquisition, etc.) for UHNWI and royal families • Provided UHNWI clients with key-turn solutions for international projects including procurement, financing, auctions, negotiation of service contracts, logistical planning and shipment of goods • Supported the planning of bespoke projects (yacht manufacturing, airplane finance, art acquisition, etc.) for UHNWI and royal families
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Education
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2020 - 2020
EPFL Extension School
Data Science Course -
2002 - 2006
Webster University
Bachelor of Arts (BA), Business Administration and Management, General
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