Jan Lübbe Email & Phone Number

Zürich, ZH, CH

Zurich, Switzerland

Swiss independent wealth management firm - independent from all banks, agents, brokers and products sales.We work with a network of specialists around the world to provide clients the best service in wealth management and beyond. Conflict of interest free service and not sales pressure - resulting in net better returns and better diversified portfolios.The.

Zurich, Switzerland

Swiss Wealth Management Company serving international clients- excellent investment performance (low costs, highly liquid managed portfolios, no sales pressure) - Licensed in Switzerland, US, Canada, EU & GB, Asia

Zürich Area, Switzerland

• Consulting on Investment Portfolios and individual investments on a project basis for one of the wealthiest families in Brazil with business and investment interests across Latin America, USA/Canada and now also.
• Furthermore supported a variety of projects in the Swiss and international markets including
• Sourcing finances and support for a Swiss tech start-up (venture capital)
• Coordination of an art restauration project for a Family Office client
• Registration and setup of a new Swiss holding company (AG / SA) in the Canton of Zug

Zürich Area, Switzerland

• Expanded local market network by client referrals and identified new prospects
• Implemented a quantitative prospect development plan to expand UHNWI and HNWI client business in North America and EMEA
• Consulted with specialists to provide high-quality investment options for clients and to grow their portfolios across all asset classes
• Enhanced client investment performance by conducting quantitative and qualitative analyses and designing bespoke presentations and marketing material
• Developed investment strategies and asset allocation in cooperation with CIO
• Ensured correct implementation of all agreed client strategies within the specified investment parameters

Zürich Area, Switzerland

• Cultivated local market network in order to expand UHNWI client business with investable assets of at least 5 million CHF
• Managed UHNWI & HNWI Clients with a total net worth of over 6 billion CHF
• Provided high quality investment services to clients by working closely with team members and internal specialists
• Ensured KYC profiles, tax statements and documentation adhered to latest internal and external compliance guidelines

Zürich Area, Switzerland

• Assisted senior relationship managers working with financial intermediaries and family offices in the UK and Middle East who managed investable client assets exceeding 250 million CHF
• Served as a first point of contact and provided services relating to the opening, managing and closing of client account relationships (Trusts, Investment Funds, domiciliary and holding companies etc.)
• Ensured the validity of the documentation covering all structures and funds (Prospectuses, Statutes, Licenses, Signatory Lists, Filings, Reporting, etc.)
• Contributed quantitative and qualitative data analysis for strategies and recommendations to the department head

Zürich Area, Switzerland

• Created and executed business plan to expand the bank’s market share of external asset managers and Family Offices in the German market
• Supported external financial experts in persuading new and existing clients to book their assets with the Credit Suisse Group

Zürich

• Assisted a senior client advisor working with financial intermediaries and Family Offices exclusively in the Anglo-Saxon markets
• Handled all relevant documentation (trust papers, account openings, etc.)

Geneva Area, Switzerland

• Retailed online trading services to German and English speaking key clients
• Marketed the proprietary online platform to groups of prospects with focus on implementing personal investment strategies
• Managed the opening of a fully functioning, serviced and equipped subsidiary in Zurich

London

• Provided UHNWI clients with key-turn solutions for international projects including procurement, financing, auctions, negotiation of service contracts, logistical planning and shipment of goods
• Supported the planning of bespoke projects (yacht manufacturing, airplane finance, art acquisition, etc.) for UHNWI and royal families

Data Science Course

Bachelor Of Arts (Ba), Business Administration And Management, General, Upper Second

Activities and Societies: Webster Student Commitee Second Major Behavioral Psychology