An experienced client adviser from Basler Kantonalbank joins Zurich-based startup Sparbatze. She is responsible for customer advisory services in the business area of pension provision.
Patricia Wunderlin is moving to Zurich-based pension robo adviser Sparbatze. She will take over as head of client advisory in the area of pensions and asset management, Sparbatze announced on Monday. Before joining Sparbatze, the Basel native worked for five years as an adviser for high-net-worth individuals at Basler Kantonalbank. Prior to that, she had worked for Credit Suisse in the Basel region for 19 years.
At Sparbatze, Wunderlin is also expected to take on tasks and functions in the operational and strategic areas.
Sparbatze has been operating a digital pension platform since September 2020. In addition to solutions in the area of pillar 3a, the additional private pension savings system of Switzerland, Sparbatze also offers asset management services; both based on investment themes and solutions that can be concluded and managed via smartphone.
