Marcel Dietschi

Marcel Dietschi is the Head North East covering US clients living on the East Coast. He joined Swiss Financial Advisers AG (acquired from UBS by Vontobel Holding AG in 2022) in 2018.

 

With deep experience in Wealth Management, Marcel provides strategic and holistic advice to wealthy individuals in the areas of investments, business and legacy, including advisory and financial services to entrepreneurs. He held various roles with UBS Wealth Management including within the Swiss client business and for some ten years before that was in Zurich and Dubai advising clients and family offices located in the Middle East.

 

Marcel holds the Swiss Federal Degree of Banking from the Business School, Zurich, an Executive Master of Finance from the Zurich University of Applied Sciences, as well as the Certified Wealth Management Advisor Diploma (CWMA) of Swiss Association for Quality (SAQ).