Thomas Haller

Co-founder, Managing Partner at NOVERAS AG
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Contact Information
us****@****om
(386) 825-5501
Location
Pfäffikon, Schwyz, Switzerland, CH
Languages
  • Deutsch -
  • Englisch -
  • Spanisch -
  • Französisch -

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Experience

    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Co-founder, Managing Partner
      • 2010 - Present

      Pioneering a New Era of Wealth Management Firms NOVERAS designs and implements novel wealth management business models in a tax disclosed environment. Our consulting and project management arm supports financial institutions in reviewing, defining and implementing new cross-border wealth management strategies, offerings and risk management frameworks. Our services arm provides banks, financial platforms, financial intermediaries, lawyers and bank clients with: - client domicile-specific tax analysis, simulation and reporting through our novel NOVERAS Tax Suite, an electronic tools kit - comprehensive voluntary disclosure and tax amnesty support - tax advisory. For more information, click on the NOVERAS logo above. Show less

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Head Cross-border Realignment Project
      • 2009 - 2010

    • Branch Manager International Business
      • 2007 - 2009

    • Head Market Development and Strategy
      • 2003 - 2007

      Wealth Management Americas

    • Risk Manager
      • 1999 - 2003

    • Market Risk Controller
      • 1997 - 1999

Education

  • Project Management Institute - PMI, Newtown Square, PA, USA
    Project Management Professional - PMP
    2005 - 2005
  • Warburg Dillon Read
    Graduate Training Investment Banking
    1998 - 1999
  • Universität Zürich
    lic.oec.publ., MBA
    1990 - 1995

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