Daniel Schüpbach takes over regional management of Wealth Management in Basel
Vontobel hires two new wealth management experts in Basel, where it plans to further expand its activities.
Daniel Schüpbach, who served as Head UBS Family Banking in the Basel region and as a member of the Management Committee HNWI Wealth Management, and Matthias Crettaz, Deskhead UBS Family Banking HNWI/WM 2.0 in the Basel region, are to strengthen Vontobel Wealth Management’s advisory team in Basel from November 1, 2019. Daniel Schüpbach will, at the same time, take over the regional management of Wealth Management in Basel. Both have many years of experience in advising wealthy Swiss private clients as well as very close professional and personal ties to the Basel region.
Basel is one of Vontobel‘s 13 locations in Switzerland. The bank has been offering its products and services, as well as its expertise as a globally active wealth and asset manager, to its private and institutional clients in Basel for around 10 years. The acquisition of Notenstein La Roche Privatbank AG in 2018 enabled Vontobel to expand its presence in Basel and it moved into the former La Roche head office in Rittergasse 25. In total, around 35 employees from Wealth Management and Asset Management serve clients in Basel and the surrounding region. Vontobel also partners with external asset managers based in the region. It intends to further grow its local presence – thus also underscoring its strong commitment to its Swiss home market.
In his new role, Daniel Schüpbach will work closely with Jean-Pierre Stillhart, who is responsible for Wealth Management in Zurich and Central Switzerland and additionally took over the lead of the whole of German-speaking Switzerland for Vontobel Wealth Management in spring 2019. In geographical terms, this region encompasses Basel, Berne, Chur, Lucerne, Olten, Schaffhausen, St. Gallen, Winterthur and Zurich.
“We are very pleased that Daniel Schüpbach and Matthias Crettaz are joining Vontobel. These two proven wealth management experts have a strong network and close ties to the Basel region. Vontobel offers global active wealth and asset management with Swiss quality standards combined with a local focus. We have been operating successfully in Basel for many years and have had an expanded team in place since 2018. Under the new leadership of Daniel Schüpbach, we want to achieve further growth with our clients in the region,” stated Georg Schubiger, Head of Vontobel Wealth Management.
At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead. As a globally operating financial expert with Swiss roots, we specialize in wealth management, active asset management and investment solutions. We empower our employees to take ownership of their work and bring opportunities to life. Because we are convinced that successful investing starts with assuming personal responsibility. We relentlessly question the achieved, striving to exceed the goals and expectations of our clients. The registered shares of the Vontobel Holding AG are listed on the SIX Swiss Exchange. The Vontobel families' close ties to the company guarantee our entrepreneurial independence. We consider the resulting freedom an obligation to assume social responsibility as well. As of June 30, 2019, Vontobel held CHF 272.2 billion of total client assets. Around the world and in our home market, we serve our clients from 27 locations.
This document is for information purposes only and does not constitute an offer of any kind. The services described in the document are supplied under the agreement signed with the service recipient. The nature, scope and prices of services and products may vary from one country to another and may change without notice at any time. Certain services and products are not available worldwide or from all companies of Vontobel. In addition, they may be subject to legal restrictions in certain countries.