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Gender
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Male
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Height
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Date of birth
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Children
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Country of birth
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Switzerland
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Marital status
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Nationality
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Member of
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Swiss Bankers' Club (www.sbvg.ch)
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Headline
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History & politics
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Miscellaneous
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Member of:
- Swiss Bankers Association
- Swiss Society of Investment Professionals
Data source: www.xing.com
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Name
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Wegelin & Co. Private Bankers
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Founded
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9999
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Country
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Switzerland
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Legal form
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Limited partnership
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Category
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Swiss private bankers (bank)
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Employees
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350
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Supervisory
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Swiss Federal Banking Commission
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Balance sheet
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0 Bil. CHF
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Website
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www.wegelin.ch
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AuM
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21 Bil. CHF
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Short profile
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Founded in 1741, Wegelin & Co. is Switzerland's oldest bank. As a limited partnership, it is one of the few remaining Swiss private banks whose partners have unlimited liability. This legal status - based on the principles of autonomy and personal responsibility - characterizes the business of Wegelin & Co. to a considerable degree.
We are expanding our presence throughout the country to offer our clients high-quality service at convenient locations. We view ourselves as a partner for clients who appreciate personal and long-lasting banking relationships.
We specialize in developing customized wealth management and retirement planning solutions for our clients. We aim to win our clients' trust through sincere, personal and tailor-made advice. A long-term, holistic approach and confidentiality in all relations with our clients are of paramount importance.
The needs of our clients and, in particular, their risk/return profile have top priority when it comes to selecting investment products. Our recommendations are made regardless of whether the products are ours or those of a third party. We are consciously expanding our leading position in the business with structured products and continuously incorporate the latest know-how into our product range. We systematically invest in financial expertise and efficient information technology and maintain close ties with the University of St. Gallen.
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Min. investment
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100'000 CHF
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Job title
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Asset & Wealth Manager
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Languages
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DE, EN, FR
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Joined institute
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1994
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Location
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SG / St. Gallen
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Custodian banks
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Wegelin & Co. Private Bankers
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Academic title
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B.A. Economics HWV, CFA, MBA
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Career
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1994-today: Head Finance & Pension Consulting, Wegelin Bank
1998-1998: Analyst, Ingalls & Snyder, New York
1991-1994: Apprenticeship, B. Braun Medical, St. Gallen
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Education
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2006-2008: MBA in Managerial Economics & Finance, University of Rochester New York
2006:2008: Exec. MBA in Financial Management, University of Bern
2000-2002: Finance, Chartered Financial Analyst, CFA-Institute
1996-1999: B.A. in Economics HWV, Fachhochschule St. Gallen
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Interests
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dancing, history, sailing, scuba diving, skiing, travelling
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Telephone
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E-mail
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Mobile phone
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Messenger
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Fax
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Secure mail
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