Beat B. Bochsler
Winterthur
Summary
Experienced asset management professional with 30+ years of demonstrated strategic and commercial business skills. Consistently provides sound investment strategies and financial advice for a broad range of institutional and private clients.
Interested in strategic planning, innovation and digital solutions. Very entrepreneurial (ran two startups outside the financial industries, i.e. Polysim AG/Kobodesign GmbH),
Trustworthy and extremely goal oriented. A strong and emphatic relationship builder with ability to influence across all levels and senior stakeholders to deliver against demanding goals.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Senior Client Advisor Private Banking
VP Bank (Switzerland) Ltd.
Zurich
11.2023 - Current
- Provided professional advice and guidance to clients on their financial investments.
- Contributing to build up the UK market as new part of the Focus markets within PB.
- Developed detailed financial plans for clients based on individual needs and goals.
- Analyzed client portfolios to identify areas of improvement or potential risks.
- Identified new business opportunities through networking events and referrals from existing customers.
Senior Client Relationship Manager
ODDO BHF (Switzerland) Ltd.
Zurich
05.2021 - 10.2022
- Built relationships with client family members that cross generations to establish long-term connections in Switzerland as well as in international markets (mainly Germany, a Royal Family arm in the UK and Austria)
- As part of the INTERNATIONAL Team in Zurich, identified prospects and converted them into clients
- The geographic focus: CH, D, A, UK
- Partnered with colleagues across the bank network to leverage capabilities (see projects), and to bring the newly acquired Banque Landolt closer into the fold of the ODDO BHF group
- Provided outside and independent solutions to existing clients and prospects (Real estate, PE, VC, refinancing etc.)
- Overseeing and developing a portfolio of high net-worth individuals and corporates, delivering sustainable growth throughout all asset classes
Client Relationship Manager
J. Safra Sarasin Ltd.
Zurich / Geneva
08.2019 - 04.2021
- Built relationships with client family members that cross generations to establish
long-term connections in Switzerland as well as in int'l markets (mainly D and A). - Established a network of partners / third party providers; Family Oces, Trusts,
Independent Asset Managers and Wealth Planners. - Identified prospects and converted them into clients. Focus CH, D, A and UK.
Partnered with colleagues across the bank network to leverage capabilities and
share experience.
Managing Director Senior Advisor
Bank Julius Baer & Co. Ltd.
Zurich
08.2014 - 07.2019
- Overseeing and developing a portfolio of high net-worth individuals and
corporates, delivering sustainable growth throughout all asset classes. Newly
acquired AuM > USD 300m (UK, German and Swiss entrepreneurs, Monaco Family
Oce, Grand Cayman Trust) - Working closely with selected third-party investment managers for certain asset
classes, mostly on the direct investment side. - Presentations about the bank and the development of investment strategy,
implementation and monitoring to audiences of varied levels of nance
knowledge.
Director
Schroder & Co. Bank AG
Zurich
08.2005 - 07.2014
- As UK & Germany Team Head in Zurich, implemented UK compliant investment strategies in cooperation with Geneva and London based colleagues as well as with internal and external financial planners and tax lawyers.
Executive Director
UBS AG / UBS Warburg
Zurich
03.1999 - 04.2005
- UK Team Head responsible for development of investment strategy, portfolio-level
asset allocation, risk management and manager performance evaluation of clients.
Team AuM approx. CHF 900 m. Close cooperation with third party providers and
institutional clients. - Part of the Global Executive Group (GXG), servicing internal Investment Banking
clients regarding deferred compensation schemes reporting into Jim Mitchell,
George Feiger and Georges Gagnebin - The GXG used a unique holistic approach to combine country specic tax ecient
products, IB transactions as well as PB services for corporate clients, internal
Board Members and Executives worldwide.
Education
Bachelor -
CS International Bankers School (IBS)
01.1989
ECONOMIST / MBA -
School of Economics and Business Administration (SEBA/HWV)
01.1986
CWMA -
Swiss Association for Quality / SAQ
Skills
- Planning, organizing and prioritizing assignments
- Extensive knowledge of financial data as it pertains to portfolio management and financial planning
- Emphatic, getting-it-done attitude and adaptability to fast changing environment
- Motivator and natural leader
- Integer, trustworthy, reliable
- Loyal
Certification
- CS International Bankers School (IBS), New York, 1986
- Investment Advisory Programm in cooperation with Columbia University, NY
- AZEK (Financial Analyst and Portfolio Manager), 1998
- STEP Advanced Certificate in UK Tax for International clients, London, 2013
- Certified Wealth Management Advisor CWMA, Swiss Association for Quality, Zurich
Accomplishments
- In 1991 - 1994, Credit Suisse CFO Region North East Switzerland, implementation of CS PB strategy, reorganisation of regional PM and formulation, evaluation and implementation of strategic asset allocation and investment policies.
- Onboarding Monaco Family office in 2015 at BJB, contributing in finding the proper set-up (3 Trusts for specific investment themes and family members respectively). AUM approx. CHF 600 m spread out within the organization.
- In 2019 in cooperation with internal IT created an automatic Outlook archiving app, saving BJSS not only a huge amount of money but also freeing up time for the RMs and back-office personnel to spend their time more efficiently and productively.
- As co-founder of Polysim AG, we build a new generation of tower flight simulators, which Skyguide is still using to this day to train its staff (https://www.skyguide.ch/wp-content/uploads/2018/03/STC-Infrastructure-Simulators.pdf).
Personal Information
- Date of Birth: July 5, 1963
- Nationality: Swiss
- Married, 1 son
- Hobbies: Golf, Crossfit, Motorsports, Music
Languages
- German, Mother tongue
- English, Advanced
- French, Advanced
- Dutch, Intermediate
Timeline
Senior Client Advisor Private Banking
VP Bank (Switzerland) Ltd.
11.2023 - Current
Senior Client Relationship Manager
ODDO BHF (Switzerland) Ltd.
05.2021 - 10.2022
Client Relationship Manager
J. Safra Sarasin Ltd.
08.2019 - 04.2021
Managing Director Senior Advisor
Bank Julius Baer & Co. Ltd.
08.2014 - 07.2019
Director
Schroder & Co. Bank AG
08.2005 - 07.2014
Executive Director
UBS AG / UBS Warburg
03.1999 - 04.2005
Bachelor -
CS International Bankers School (IBS)
ECONOMIST / MBA -
School of Economics and Business Administration (SEBA/HWV)
CWMA -
Swiss Association for Quality / SAQ
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