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Josef Risi Email & Phone Number
Managing Director, Head Product Development and Mgmt for Discretionary Mandate Solutions at UBS GWM
at
UBS
1 work email found
@ubs.com
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✓ Verified July 2026
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Role
Managing Director, Head Product Development and Mgmt for Discretionary Mandate Solutions at UBS GWM
Location
Zurich, Switzerland
Company size
Who is Josef Risi? Overview
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Josef Risi is listed as Managing Director, Head Product Development and Mgmt for Discretionary Mandate Solutions at UBS GWM at UBS, a with 28 employees, based in Zurich, Switzerland. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Josef Risi.
Josef Risi previously worked as Managing Direction, Head Product Development & Mgmt for Discretionary Mandate Solutions at UBS GWM at Ubs and Executive Director, CIO Global Investment Management, Chief of Staff / Lead for My Way initiative at Ubs. Josef Risi holds Caia Charterholder from Caia Association.
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{first}.{last}@ubs.com
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Profile bio
About Josef Risi
Josef Risi is a Managing Director, Head Product Development and Mgmt for Discretionary Mandate Solutions at UBS GWM at UBS. He possess expertise in wealth management, private banking, banking, financial modeling, financial analysis and 10 more skills. He is proficient in German, English and French.
Listed skills include Wealth Management, Private Banking, Banking, Financial Modeling, and 11 others.
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Josef Risi's current company
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Ubs
10 roles
Josef Risi work experience
A career timeline built from the work history available for this profile.
Managing Direction, Head Product Development & Mgmt For Discretionary Mandate Solutions At Ubs Gwm
CurrentResponsible for product development and management for all Global Wealth Management discretionary portfolio solutions (UBS Manage / UBS My Way). Driving change and impact for discretionary offerings for wealth management clients - from mass-personalized to boutique-style solutions, for our largest and most sophisticated clients. Leading digital innovation and change in discretionary portfolio management focusing on delivering convenience & simplicity for our advisors and clients, e.g. acting as co-lead for the global UBS My Way initiative, responsible for our industry acclaimed digital innovation My Way. Managing ESG / sustainable investment innovations while making our solutions fit for sustainability regulations.Lead for CS integration for discretionary solutions
Sep 2022 - Present
Executive Director, Cio Global Investment Management, Chief Of Staff / Lead For My Way Initiative
- Within UBS Global Wealth Management, CIO Global Investment Management (Global IM) is responsible for mandates (discretionary and advisory) as well as investment content (both traditional funds as well as Hedge funds/Private markets) and Wealth Planning & Life Insurance globally, across Americas, EMEA/Switzerland and APAC; this entails product mgmt, sourcing, implementation as well as distribution for mandates, traditional funds/alternative investments as well as wealth planning solutions.- The CIO Global IM Business Management team supports Global IM senior management in all tasks related to the overall strategy and execution thereof (incl. management of the governance framework, cost & resource management, analytics and business insights, business development / strategic project management, tracking and reporting on progress of strategy implementation, people events such as Townhalls and new joiner introduction sessions)- co-lead for the global UBS My Way initiative responsible for our industry acclaimed digital innovation My Way
Jan 2019 - Feb 2023
Executive Director, Cio Global Investment Management
Responsible for strategic projects (e.g. footprint, MiFID, etc.)
Mar 2018 - Jan 2019
Jan 2017 - Mar 2018
Director, Chief Of Staff And Head Operating Office Ubs Investment Management Apac
UBS Investment Management APAC is responsible for regional Asia-Pacific shelf of discretionary portfolio solutions/mandates investing in equity, fixed income, mutual funds and alternative investments. The activities include investment content and securities selection, portfolio implementation, product development, marketing and distribution.The Chief of Staff/Operating Office function is responsible for the regional business & strategic project management as well as risk management for the regional discretionary mandates business.
Feb 2014 - Jan 2017
Director, Head Of Program Management Office, Apac Investment Suitability Program
The Program has front-to-back ownership for the UBS Wealth Management Asia-Pacific Region (HK/SG and other UBS APAC onshore locations) for all topics related to Investment Suitability (i.e. providing the right services/products to our clients, considering both regulatory requirements as well as UBS quality standards of services we provide to the clients)The program is responsible for managing the Investment Suitability governance structure which includes all relevant units (client facing market units, product units, Legal & Compliance, Location Risk Units, Operations, IT)The strategic focus of the program centers around 3 main dimensions:1) Introduction of Portfolio Approach: Ensure a holistic view of the client portfolios (i.e. as opposed to look at each trade independently, look at the whole portfolio, detect existing gaps, review new trades in terms of incremental risk/return contribution). This involves the introduction of both an appropriate processes framework and respective tool support2) Regulatory Implementation: Respond to new regulatory requirements in regard to client protection and client/product suitability and leading the resulting implementation projects (coordinating the views/needs of Legal&Compliance, client facing units, risk and product units, operations and IT)3) Control framework: Responsible for Investment Suitability control framework, including review and adaptation to ensure for seamless effectiveness and efficiency
Jan 2013 - Feb 2014
Associate Director, Strategy Development
• Strategic business reviews e.g. UBS Investment Management (discretionary mandates) business, UBS Global FIM (external asset manager) business• Continuous strategy and organizational reviews for UBS WM CEO and senior management, e.g. Asia-Pacific/Emerging Market Workshops, review of integrated Bank (WM&IB), cross-border booking strategy • Lead in financial modelling and analysis e.g. onshore market entry business cases• Project management capabilities in projects with highest degree of complexity (involving product, financial, legal, compliance and operations know-how) e.g. European service hub
May 2010 - Jan 2013
Associate Director, Strategic Field Initiatives In Wm Advisor Group Us
• Lead in development of cost analysis/impact model for WM US field restructuring• Development and analysis of the Market Area Roadmaps• Support in development and communication of WMAG US 2009 Business Priorities
Jan 2008 - May 2010
Intern In Sales Controlling / Strategic Analysis & Business Development
• Development and analysis of a client survey and an employee survey concerning the UBS Client Experience, including communication and application of the survey results with Origination Units and Management• Support of Sales Management (WM US, WM International and WM Switzerland) and WM US Divisions, Regions & Branch Manager in their daily business by maintaining essential Asset Book & Net New Money analysis• Lead for the analysis and reporting of the UBS Investor Tool Campaign, a campaign to increase the tool usage of the unique UBS Investor Tool (to tailor Structured Products) among as many Client Advisors as possible
Apr 2006 - Dec 2007
5 education records
Josef Risi education
Caia Charterholder
Caia Association
Cfa Charterholder
Cfa Institute
Bachelor Of Arts, Business Administration; Banking
University Of St. Gallen
Certificate Iii In Financial Services, Financial Services
Academies Australasia - Academy Of Social Sciences
Matura/A-Level, Law & Economics
Kantonsschule Reussbühl
FAQ
Frequently asked questions about Josef Risi
Quick answers generated from the profile data available on this page.
What company does Josef Risi work for?
Josef Risi works for UBS.
What is Josef Risi's role at UBS?
Josef Risi is listed as Managing Director, Head Product Development and Mgmt for Discretionary Mandate Solutions at UBS GWM at UBS.
What is Josef Risi's email address?
AeroLeads has found 1 work email signal at @ubs.com for Josef Risi at UBS.
Where is Josef Risi based?
Josef Risi is based in Zurich, Switzerland while working with UBS.
What companies has Josef Risi worked for?
Josef Risi has worked for Ubs and Ubs Ag, Wealth Management & Swiss Bank (Wm&Sb).
Who are Josef Risi's colleagues at UBS?
Josef Risi's colleagues at UBS include Ethan Harro and Flloyd Rewa.
How can I contact Josef Risi?
You can use AeroLeads to view verified contact signals for Josef Risi at UBS, including work email, phone, and LinkedIn data when available.
What schools did Josef Risi attend?
Josef Risi holds Caia Charterholder from Caia Association.
What skills is Josef Risi known for?
Josef Risi is listed with skills including Wealth Management, Private Banking, Banking, Financial Modeling, Financial Analysis, Strategy Development, Business Analysis, and Interdisciplinary Collaboration.
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