Gian Reto Naegeli

Gian Reto Naegeli is the Head South East & Central. He joined Swiss Financial Advisers AG (acquired from UBS by Vontobel Holding AG in 2022) in 2017.

 

Gian Reto has been working in the financial services industry since 1995 and has extensive experience in wealth management and in cultivating successful long-term client relationships.

 

Prior to joining Swiss Financial Advisers, Gian Reto has worked for an independent wealth management firm located in Zurich. Previous professional experiences include servicing and advising private clients located in the Near East region at UBS Wealth Management for more than 10 years.

 

He holds a DAS (Diploma of Advanced Studies) in Banking from the Swiss Finance Institute in affiliation with the University of Bern. Furthermore, Gian Reto graduated from AKAD College of Professional Education with a degree in Banking and Finance, holds the Diploma Certified Wealth Management Advisor (CWMA) of Swiss Association for Quality (SAQ) as well as the UBS Wealth Management Diploma.