Marcus Epprecht
Senior Advisor and Head of New York Office at Parkview- Claim this Profile
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Portuguese -
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German -
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Swiss Native or bilingual proficiency
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English Native or bilingual proficiency
Topline Score
Bio
Craig Barley
I have known Marcus since the early 90's when he still worked for Swiss Bank Corporation (SBC). I had the pleasure to have worked with him in the transition period of the SBC &UBS merger. At the time he was still an Assistant Director posted in Sao Paulo, Brazil. As Director then in charge for the wealth planning needs of HNW clients throughout all of the Brazilian desks in Switzerland and the Americas I was able to keep contact with Marcus when he transferred back to UBS' Brazilian Desk in New York.I have since followed his career path within UBS. Throughout these years Marcus has demonstrated a relentless dedication to the job, fully committed to building up the long standing private banking relationships he has with several UHNW families. Within his skill set, he always demonstrated a natural ease at catering to the family wealth management needs of the client. He is a truly plugged in professional when it comes to the application of office & mobile tech and is undoubtedly a great team player.
Markus Willi
Marcus is a hardworking, extremely dedicated professional showing strong committment to produce value for his customers as well as the organisation. He has high ethical standards.
Craig Barley
I have known Marcus since the early 90's when he still worked for Swiss Bank Corporation (SBC). I had the pleasure to have worked with him in the transition period of the SBC &UBS merger. At the time he was still an Assistant Director posted in Sao Paulo, Brazil. As Director then in charge for the wealth planning needs of HNW clients throughout all of the Brazilian desks in Switzerland and the Americas I was able to keep contact with Marcus when he transferred back to UBS' Brazilian Desk in New York.I have since followed his career path within UBS. Throughout these years Marcus has demonstrated a relentless dedication to the job, fully committed to building up the long standing private banking relationships he has with several UHNW families. Within his skill set, he always demonstrated a natural ease at catering to the family wealth management needs of the client. He is a truly plugged in professional when it comes to the application of office & mobile tech and is undoubtedly a great team player.
Markus Willi
Marcus is a hardworking, extremely dedicated professional showing strong committment to produce value for his customers as well as the organisation. He has high ethical standards.
Craig Barley
I have known Marcus since the early 90's when he still worked for Swiss Bank Corporation (SBC). I had the pleasure to have worked with him in the transition period of the SBC &UBS merger. At the time he was still an Assistant Director posted in Sao Paulo, Brazil. As Director then in charge for the wealth planning needs of HNW clients throughout all of the Brazilian desks in Switzerland and the Americas I was able to keep contact with Marcus when he transferred back to UBS' Brazilian Desk in New York.I have since followed his career path within UBS. Throughout these years Marcus has demonstrated a relentless dedication to the job, fully committed to building up the long standing private banking relationships he has with several UHNW families. Within his skill set, he always demonstrated a natural ease at catering to the family wealth management needs of the client. He is a truly plugged in professional when it comes to the application of office & mobile tech and is undoubtedly a great team player.
Markus Willi
Marcus is a hardworking, extremely dedicated professional showing strong committment to produce value for his customers as well as the organisation. He has high ethical standards.
Craig Barley
I have known Marcus since the early 90's when he still worked for Swiss Bank Corporation (SBC). I had the pleasure to have worked with him in the transition period of the SBC &UBS merger. At the time he was still an Assistant Director posted in Sao Paulo, Brazil. As Director then in charge for the wealth planning needs of HNW clients throughout all of the Brazilian desks in Switzerland and the Americas I was able to keep contact with Marcus when he transferred back to UBS' Brazilian Desk in New York.I have since followed his career path within UBS. Throughout these years Marcus has demonstrated a relentless dedication to the job, fully committed to building up the long standing private banking relationships he has with several UHNW families. Within his skill set, he always demonstrated a natural ease at catering to the family wealth management needs of the client. He is a truly plugged in professional when it comes to the application of office & mobile tech and is undoubtedly a great team player.
Markus Willi
Marcus is a hardworking, extremely dedicated professional showing strong committment to produce value for his customers as well as the organisation. He has high ethical standards.
Experience
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Parkview
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Switzerland
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Financial Services
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1 - 100 Employee
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Senior Advisor and Head of New York Office
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Jan 2012 - Present
Sustaining Family Wealth deserves the greatest attention. A seasoned, globally minded and multilingual team with diverse financial industry backgrounds created Parkview Ltd, headquartered in Zurich, Switzerland (with offices in London, Geneva and New York). Our team aspires to be the central, trusted partner to families and entrepreneurs with the objective to preserve and sustainably grow wealth across generations in a complex global environment. Parkview offers an integrated platform of established and market leading services beyond traditional wealth management, independent from banks and without any proprietary products for sale. Show less
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UBS Wealth Management
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Banking
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1 - 100 Employee
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Managing Director
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Apr 2007 - Oct 2011
Responsible for acquisition, maintenance and advisory of UHNW Brazilian offshore clients.Managed clients’ risk applying Hedging Strategies (Equity Collars and Single Stock Loans) Leveraged internal service providers (Portfolio Mgmt, Market Access Desk, Corporate Advisory Team, Wealth Planning, Fund Services, and Active Advisory Team) to provide appropriate investment and diversification solutions which resulted in the structuring of Cayman Funds and Prime Brokerage set-up.
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Executive Director
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Mar 2004 - Apr 2007
Sr. UHNW Banker Brazil & Deputy Team Leader UHNW NYSourced, participated and executed with the Investment Bank IPOs resulting in New Assets both on- and offshore as well as Investment Banking fees.Teamed-up with local Brazilian and European Bankers to deliver a global and holistic strategy to clients.Supervised the NY based build-up, segmentation, implementation and leadership of the Brazil UHNW team
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Director
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Jun 1999 - Mar 2004
Banker & Team Leader for BrazilManaged a team of 6 bankers and support staff and helped them develop their plan and strategy to implement bottom-up client acquisition and profitability targets and goals.Interviewed an array of candidates and hired bankers to grow the Brazil business Managed personal book.
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Associate Director
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Jul 1995 - Jun 1999
Representative in Local Sao Paulo, Brazil Office Responsible to liaise with Europe and USA branches to ensure client supportResponsible for acquisition of new prospects and clientsSuccessfully participated in integration of UBS and SBC during Merger 1998
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Education
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2007 - 2007
IMD (International Institute for Management Development) - Business Programs
Business Program, Perfecting the Client Experience -
1985 - 1988
Zurich Business School (Kaufmännischer Verein Zürich - KVZ)
Bachelors, Economics
Community
