Robert Wortelboer

Membre de la direction at Banque Eric Sturdza SA
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Contact Information
us****@****om
(386) 825-5501
Location
Geneva, Geneva, Switzerland, CH
Languages
  • French -
  • Dutch Native or bilingual proficiency
  • Spanish Professional working proficiency
  • German Elementary proficiency

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Experience

    • Switzerland
    • Banking
    • 1 - 100 Employee
    • Membre de la direction
      • Jun 2023 - Present

    • Switzerland
    • Investment Management
    • 1 - 100 Employee
    • Senior Vice President
      • Mar 2017 - Jun 2023

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Senior Vice President
      • Sep 2006 - Mar 2017

      Managing UHNWI Was active in marketing and servicing UK Clients, and other European countries raising over CHF 450Mio despite a difficult environment affecting the Swiss Banking industry, due to regulatory issues and due to external political pressures pushing clients to declare offshore assets. Active in advising clients on products, markets, and cross selling the various services offered within the Group. Net new inflows during 2015 CHF 80Mio. Managing UHNWI Was active in marketing and servicing UK Clients, and other European countries raising over CHF 450Mio despite a difficult environment affecting the Swiss Banking industry, due to regulatory issues and due to external political pressures pushing clients to declare offshore assets. Active in advising clients on products, markets, and cross selling the various services offered within the Group. Net new inflows during 2015 CHF 80Mio.

  • MeesPierson Fortis
    • Geneva Area, Switzerland
    • Vice President
      • Sep 2000 - Sep 2006

      Managing UHNWI Worked for the Dutch speaking markets, Belgium and Netherlands. The Team managed around CHF 1.3 Bia. The job brought me to servicing the region, and developing after the UK market, which was not covered by the Group out of Switzerland. The total assets under management amount to over CHF 200Mio, including CHF 50Mio of net new cash brought in during 2005. Managing UHNWI Worked for the Dutch speaking markets, Belgium and Netherlands. The Team managed around CHF 1.3 Bia. The job brought me to servicing the region, and developing after the UK market, which was not covered by the Group out of Switzerland. The total assets under management amount to over CHF 200Mio, including CHF 50Mio of net new cash brought in during 2005.

  • Coutts Bank Switzerland SA
    • Geneva Area, Switzerland
    • Vice President
      • Sep 1994 - Sep 2000

      Managing UHNWI In charge of marketing and servicing the Greek market, and servicing the Middle Eastern market. The book of CHF 450Mio was mainly institutional with large clients with assets each over CHF 50Mio. The active advisory included trading in bonds, equities, foreign exchange, metals, as well as futures. Managing UHNWI In charge of marketing and servicing the Greek market, and servicing the Middle Eastern market. The book of CHF 450Mio was mainly institutional with large clients with assets each over CHF 50Mio. The active advisory included trading in bonds, equities, foreign exchange, metals, as well as futures.

Education

  • HEC Geneve
    Bachelor of Business Administration (BBA), Economics
    1988 - 1992
  • Le Rosey
    Maturite Federale, Foreign Languages and Literatures, General
    1982 - 1987

Community

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