In line with Vontobel's ambition to drive the next stage of its US growth through 2030, Vontobel SFA is expanding its Business Development team to work with UBS.
Vontobel SFA announced Monday that Claudia Ruemmelein and Hansjuerg Raez are joining as senior business developers in the Miami and New York offices, effective September 1.
Vontobel acquired the business of UBS Swiss Financial Advisers in December 2021, and specializes in the Swiss business with the offshore assets of US citizens.
Expanding the Team
The business developers will be the first point of contact for UBS financial advisors in the US, who continue to recommend SFA to their clients looking to diversify their assets internationally and offer tailored investments in Switzerland. It's the responsibility of the business developers to maintain and expand collaboration with UBS financial advisors, keep them informed about Vontobel SFA's offerings, and provide reliable advice and support.
The team, which includes employees in Zurich, New York, and Miami, will be expanded to around 10 experts over the next years under the leadership of Patrick Schurtenberger.
«With this strategy, we want to enable the client relationship managers in the US and Switzerland to focus fully on their clients, while at the same time continuing to expand the cooperation with UBS advisors in the US step by step with the right people,» said Peter Romanzina, CEO, Vontobel SFA.
Ruemmelein will be based in Miami and brings more than 15 years of experience in the financial services industry. She joins us from Mesa Capital Advisors, where she covered Latin American institutional and UHNWI/Family Office clients investing in alternative investments. Before that, she held various roles at First Avenue Partners, Apollo Management, and Pricewaterhouse Coopers in New York, London, and Frankfurt.
Raez will be based in New York and also brings more than 15 years of experience in the financial services industry. He joins us from UBS AG New York, where he was responsible for multinational corporate clients and the expansion of that business for the last nine years. Before that, he was at Trafigura in Stamford, Shanghai, and Lucerne in various roles.
