Frédéric W.

Professional with 25+ years in Finance & Banking expertise in wealth management

Switzerland
English, German, French

I have been in the banking business for 25 years, in various (management) positions in the back, middle or front office. My passion is the (active) interaction with people and the enthusiasm to win an...see more

  • Financial Services, Banking & Insurance
  • Finance
  • C-Level & Leadership

400

/hr
  • Pre-vetted expert
  • Confirmed hourly rate
  • Available on short notice

Experience

Head RTN Basel, UBS Wealth Management

UBS
2 years
Current position
Jul 2020 - Present
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory,...see more

Branch Manager

Indosuez Wealth Management
3 years
Jul 2017 - Jul 2020
Shaped by more than 145 years of experience supporting families and entrepreneurs around the world, Indosuez Wealth Management offers a tailor-made approach that allows our clients to b...see more

Branch Manager CA Indosuez Wealth Management, Member Executive Comittee, Managing Director

Indosuez Wealth Management
8 months
Jun 2017 - Feb 2018
Shaped by more than 145 years of experience supporting families and entrepreneurs around the world, Indosuez Wealth Management offers a tailor-made approach that allows our clients to b...see more

Deputy Head UHNWI Switzerland + Head UHNWI Business Development

Julius Baer
1 year
Jan 2016 - Mar 2017
Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. With origins dating back to 1890, we have been dedicated to serving and advising privat...see more

Head Key Client Solutions and member of Executive Committee Region Switzerland, Managing Director

Julius Baer
10 months
Feb 2015 - Dec 2015
Key Client Solutions act as an single-point-of-entry providing unbiased and holistic solutions for Ultra High Net Worth Individuals with Swiss domicile. The aim is to professionally and...see more

Head Investment Consulting & Acquisition, Managing Director

Julius Baer
10 months
Apr 2014 - Feb 2015
Head Investment Consulting & Acquisition and member of management committee of Investment Solutions & Advisory. Investment Consulting acts as an unbiased and dedicated point of entry f...see more

Client Relationship Manager

Bank CIC |Switzerland|
7 years
Aug 1994 - Jul 2001
Relationship Manager for HNWI and UHNWI clients domiciled in Switzerland, Germany and France. In addition also responsible for a Convertible Fund (CIC Convertible Fund).

Industries, roles and expertise

Industry experience

  • Financial Services, Banking & Insurance

Role experience

  • Finance
  • C-Level & Leadership

Expertise

  • Private Banking
  • Portfolio Management
  • Wealth Management
  • Derivatives
  • Financial Markets