Thomas Haller
Co-founder, Managing Partner at NOVERAS AG- Claim this Profile
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Bio
Experience
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NOVERAS AG
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Switzerland
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Financial Services
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1 - 100 Employee
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Co-founder, Managing Partner
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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
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Head Cross-border Realignment Project
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2009 - 2010
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Branch Manager International Business
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2007 - 2009
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Head Market Development and Strategy
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2003 - 2007
Wealth Management Americas
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Risk Manager
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1999 - 2003
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Warburg Dillon Read
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London
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Market Risk Controller
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1997 - 1999
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Education
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Project Management Institute - PMI, Newtown Square, PA, USA
Project Management Professional - PMP -
Warburg Dillon Read
Graduate Training Investment Banking -
Universität Zürich
lic.oec.publ., MBA