Experience

ZWEI Wealth Experts AG

• Supervisory Board Member & Partner

  • Jan 2021 - Present

  Zurich, Switzerland Development of a Wealth Plan to reach your goals, find the best Wealth Managers out of over 400 banks and Wealth Managers with the leading platform, systematic control of performance and costs of all of your portfolios and assets



psmi AG

• Switzerland
• Financial Services

• Founding Partner / President of the Board

  • 2020 - Present

  Financial Planning, Strategy Development, Organizational Design, Coaching of Leaders



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Member of the Executive Board Deutsche Bank (Switzerland)/Regional Head WM Northern & Central Europe

  • 2018 - 2020

  Zürich Area, Switzerland Regional Head of Wealth Management Northern & Central Europe On-Shore in Switzerland, France, Luxembourg, Netherlands, Sweden and Vienna. Leadership for Emerging Europe including Eastern Europe, Turkey & Israel

• Member Of The Supervisory Board & Member of the Risk Committee

  • 2018 - 2020

  Luxembourg Deutsche Bank Luxembourg S.A.



Union Bancaire Privée - UBP

• Switzerland
• Banking
• 700 & Above Employee

• CEO of UBP Zurich & Regional Head Private Banking

  • 2014 - 2018

  Zurich Overall Leadership and business responsibility of UBP in Zurich with 24 billion of assets and around 240 employees. Main focus on clients in Central-, Eastern- and Northern Europe as well as ME & Latam. Successful integration of Coutts International in 2015. Transformed business and substantial increase in revenue and profitability in 2016 and 2017. Member of Credit-Committee, Account Opening-Committee and Risk-Committee.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Supervisory Board Member / Member Audit & Compliance Committee Merrill Lynch Capital Markets

  • 2011 - 2014

  Schweiz Non-Executive Board Member of Merrill Lynch Capital Markets. Member of the Audit & Compliance Committee.

• CEO & General Manager of Merrill Lynch Bank (Suisse) and its successor organization

  • 2010 - 2014

  Geneva & Zurich Overall Leadership of the Swiss Bank with 15 billion of assets and 300 employees in Geneva, Zurich, Dubai, Singapore and Montevideo. Reporting to the board of Directors. Conducted a successful turn-around of this Wealth Manager with substantial increase of profitability by generating additional revenues and strict cost management. Head of Private Banking Business driving growth and increasing profitability; working closely with the regional heads in London, Hong Kong and New… Show more Overall Leadership of the Swiss Bank with 15 billion of assets and 300 employees in Geneva, Zurich, Dubai, Singapore and Montevideo. Reporting to the board of Directors. Conducted a successful turn-around of this Wealth Manager with substantial increase of profitability by generating additional revenues and strict cost management. Head of Private Banking Business driving growth and increasing profitability; working closely with the regional heads in London, Hong Kong and New York. Direct Involvement in key relationships and sales pitches. "Face" to regulators, auditors, media and additional stakeholders. The international business of Merrill Lynch was bought by Julius Baer in 2013: Responsible for successful integration of Clients, Relationship Managers and Employees of Merrill Lynch Bank (Suisse) as well as several European Offices



UBS Wealth Management

• Banking
• 1 - 100 Employee

• Business Unit Head, Market Leader, Member Executive Committee Wealth Management

  • 2007 - 2009

  Zürich und Frankfurt Responsible for German clients global business with over 1400 employees at 29 locations in Germany, Switzerland, Luxembourg, Hong Kong and Singapore. P/L Responsibility for whole area. Direct Responsibility for Key Client business for largest clients implementing new KC strategy to improve global offering and relationship management of these VIP clients.

• Member of the Supervisory Board UBS Deutschland

  • 2007 - 2009

  Frankfurt am Main und Umgebung, Deutschland Non-Executive Board Member of UBS Deutschland AG, offering services in the areas of Investment Banking, Wealth Management, Private Banking and Asset Management

• Chief of Staff Wealth Management & Business Banking

  • 2006 - 2007

  Zürich und Umgebung, Schweiz Responsible Executive Committee member for strategic planning, Mergers & Acquisitions, controlling, Human Resources & Education, communication and Talent Development. Delegate of the CEO for global projects, the coordination of risk management, referrals and operational issues of the global private banking business of UBS.

• Global Head of Sales Development & Marketing

  • 2002 - 2006

  Zürich und Umgebung, Schweiz Responsible for planning, executing, and managing the global sales & marketing activities to increase revenues and achieve synergies on a global level. Head of 500 marketing and sales development specialists globally in 30 locations. Management of marketing investments of over 200 million. Appointed by the CEO to manage the UBS Client Experience Program, a project that drives client experience on a global level. Designed and implemented a global prospect management system that… Show more Responsible for planning, executing, and managing the global sales & marketing activities to increase revenues and achieve synergies on a global level. Head of 500 marketing and sales development specialists globally in 30 locations. Management of marketing investments of over 200 million. Appointed by the CEO to manage the UBS Client Experience Program, a project that drives client experience on a global level. Designed and implemented a global prospect management system that consistently supported sales units in acquiring/retaining clients and net new money on a global level. Increased Return on Assets by 15 basis points and doubled net new money by driving effective sales programs in multiple markets.

• Global Head of Marketing

  • 1998 - 2002

  Zurich Led 300 marketing specialists in 20 locations in Switzerland, Europe and Asia. Conceptualized strategies involving the areas of branding, client experience, best practices, partnerships, customer loyalty, and global sponsorships, which were approved by the Executive Board and successfully implemented. Developed an E-Banking Strategy while serving as a member of the Committee of Electronic Banking.

• Branch Manager

  • 1994 - 1998

  Zurich Responsibility for sales and profit of a branch with 120 employees. Implemented the concept of focused sales campaigns with an outbound call center.



University of St.Gallen

• Switzerland
• Higher Education
• 700 & Above Employee

• Professor

  • 1996 - 2006

  St. Gallen & Zurich Teacher at the University of St. Gallen, Swiss Banking School and HMZ for MBA students and Executive Education.



Ticketcorner AG

• Switzerland
• Events Services
• 1 - 100 Employee

• President of the Board of Directors

  • 1998 - 2001

  Zurich Served as President of the Board of TicketCorner Inc., which was in need of strong turnaround leadership. Achieved profitability and international expansion in to Germany, and established TicketCorner as a market leader. Strengthened market position by buying and merging with three other ticket companies - expanded to 200 employees and generated income of annually $ 200 Mil., with profits rising each year continually. Proposed the sales of the company to the owner, negotiated with several… Show more Served as President of the Board of TicketCorner Inc., which was in need of strong turnaround leadership. Achieved profitability and international expansion in to Germany, and established TicketCorner as a market leader. Strengthened market position by buying and merging with three other ticket companies - expanded to 200 employees and generated income of annually $ 200 Mil., with profits rising each year continually. Proposed the sales of the company to the owner, negotiated with several bidders, and sold Ticket Corner with a very substantial capital gain. Show less



Unisys

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Head of Sales and Marketing (Financial Services)

  • 1991 - 1994

  Zurich and London Responsible for the generation of new business with customers in the financial services industry., while maintaining relationships with existing customers. Increased amount of new business by 40%, advanced sale of trading systems and branch automation projects.



PwC

• Professional Services
• 700 & Above Employee

• Senior Consultant Financial Services

  • 1989 - 1991

  Zurich Performed market research and recommended entrance strategies in the investment trust business in European countries for a major bank. Conducted an analysis of the organizational structure and the international branches network of a private bank.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Relationship Manager Corporate Banking

  • 1987 - 1989

  New York and Zurich Client Adviser for multinational corporate customers in Scandinavia and Switzerland. Successful completion of MBA program and credit training program in New York. analysis of corporate customers, their balance sheets and their credit requests.