Pascal Lüthi Email & Phone Number
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Pascal Lüthi is listed as Head CIO Global IM Content Digitalization and Production, Executive Director at UBS, a with 28 employees, based in Zurich, Switzerland. AeroLeads shows a matched LinkedIn profile for Pascal Lüthi.
Pascal Lüthi previously worked as Head CIO Global IM Content Digitalization & Production, Executive Director at Ubs and Head Discretionary & Advisory Product Materials, Investment Solutions & Products (IS&P), Director at Credit Suisse. Pascal Lüthi holds Master In Advanced Studies (Mas), In Banking from Universität Bern.
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About Pascal Lüthi
Accomplished Senior Manager with a strong background in the international Wealth and Asset Management sector. Extensive experience in managing complex projects, with a focus on operational efficiency and scalability. Demonstrated expertise in compliance matters, digitalization and application development, product management and product communication, complemented by in-depth knowledge of discretionary portfolio management.Proven track record in leading diverse teams and developing talent, underpinned by excellent communication and people management skills. Structured and process-oriented team player who is open, persuasive, and capable of fostering an environment conducive to collaboration and success.
Listed skills include Generalist In Portfolio Management, Experience In Product And Communication Management, Project Management, Tax And Regulatory Environment, and 1 others.
Pascal Lüthi's current company
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Pascal Lüthi work experience
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Head Cio Global Im Content Digitalization & Production, Executive Director
Current- Content digitalization strategy, project management and implementation for sales- and after-sales materials for Discretionary Mandate solutions- Responsibility for the dedicated content management system (CMS) and a relevant direct access platform for client advisors- Driving an efficient production hub for global sales- and after-sales materials for Discretionary Mandate solutions with teams based in Switzerland and abroad
Head Discretionary & Advisory Product Materials, Investment Solutions & Products (Is&P), Director
Current• Steered the Discretionary & Advisory Product Materials unit at Credit Suisse AG, directing product communication for Discretionary Mandates, Advisory Solutions, Investment Funds, and Certificates on a global scale.• Managed complex product-related projects to enhance client experience, operational efficiency, and compliance with Switzerland domestic and international regulations.• Owned and developed the proprietary IT tool "Slide Library," integrating new functionalities and catering… Show more • Steered the Discretionary & Advisory Product Materials unit at Credit Suisse AG, directing product communication for Discretionary Mandates, Advisory Solutions, Investment Funds, and Certificates on a global scale.• Managed complex product-related projects to enhance client experience, operational efficiency, and compliance with Switzerland domestic and international regulations.• Owned and developed the proprietary IT tool "Slide Library," integrating new functionalities and catering to a broader product range to handle increased regulatory requirements and global product complexity.• Established and led a continuously expanding team at CS Poland, overseeing key unit operations.• Supervised the official Legal & Compliance approval process for marketing materials, exemplifying adherence to regulatory frameworks.• Performed an active role in leadership- and people development topics (assessor for team-leader assessment centers and promotion committee). Show less
Head Communication Services Discretionary Mandates, Global Macs, Director
• Established and led the Communication Services Global MACS unit, providing product and communication materials for the bank’s investment management business and its Discretionary Mandates.• Introduced globally aligned and scalable product sales- and after-sales materials through Global Slide Libraries containing product pitchbooks, brochures, sales stories and reports.• Specified a Slide Library application together with an external vendor to address the increasing global complexity… Show more • Established and led the Communication Services Global MACS unit, providing product and communication materials for the bank’s investment management business and its Discretionary Mandates.• Introduced globally aligned and scalable product sales- and after-sales materials through Global Slide Libraries containing product pitchbooks, brochures, sales stories and reports.• Specified a Slide Library application together with an external vendor to address the increasing global complexity with regulatory requirements and booster efficiency.• Serviced the Institutional and UHNWI businesses with customized investment proposals & client reporting.• Outsourced certain parts of regular maintenance work to a professional center in India. Show less
Head Product Management Discretionary Mandates Core, Global Macs, Vice President
• Steered the Product Management MACS Discretionary Mandates Core unit covering the product development & management function for the bank’s largest Discretionary Mandates product lines (traditional and total return).• Owned the product’s core attributes such as formalities, pricing, sales narrative, client reporting and coding within IT systems led big scale projects regarding product development, optimization (life cycle management) and closing• Managed the key account functions, such… Show more • Steered the Product Management MACS Discretionary Mandates Core unit covering the product development & management function for the bank’s largest Discretionary Mandates product lines (traditional and total return).• Owned the product’s core attributes such as formalities, pricing, sales narrative, client reporting and coding within IT systems led big scale projects regarding product development, optimization (life cycle management) and closing• Managed the key account functions, such as Wealth Management front offices, Legal & Compliance, Investment Management IT, Investment Strategy, Portfolio Management, Distribution.• Completed an international assignment within the Portfolio Management unit in Guernsey (Channel Islands): introduced and configured the global Portfolio Management IT system and developed a standardized Due Diligence Questionnaire document. Show less
Head Portfolio Management
• Led the Portfolio Management unit and acted as deputy to the Head Financial Services• Appointed member of the bank’s Nostro Investment Committee and the Advisory Group for a large Pension Fund.• Pioneered the development of a highly automated and innovative discretionary product suite “SZKB Portfolio Design” for affluent and HNWI clients. Lead the project including implementation in the areas of product design, sales materials, pricing, contracts, various IT developments, roadshows… Show more • Led the Portfolio Management unit and acted as deputy to the Head Financial Services• Appointed member of the bank’s Nostro Investment Committee and the Advisory Group for a large Pension Fund.• Pioneered the development of a highly automated and innovative discretionary product suite “SZKB Portfolio Design” for affluent and HNWI clients. Lead the project including implementation in the areas of product design, sales materials, pricing, contracts, various IT developments, roadshows and trainings for client advisors. Show less
Portfolio Manager
• Implemented the investment strategy within Discretionary Mandates and Special Mandates• Appointed member of and contribution to Asset Allocation Committee and Instrument Selection Group including due diligence of external product providers• Created sales materials and client reporting, and performed investment writing for the monthly SZKB Asset Management investment publications (section on asset allocation)• Owned and steered the Portfolio Management IT application including… Show more • Implemented the investment strategy within Discretionary Mandates and Special Mandates• Appointed member of and contribution to Asset Allocation Committee and Instrument Selection Group including due diligence of external product providers• Created sales materials and client reporting, and performed investment writing for the monthly SZKB Asset Management investment publications (section on asset allocation)• Owned and steered the Portfolio Management IT application including further enhancements (e.g. portfolio modelling, investment proposals, interfaces to external parties) Show less
Pascal Lüthi education
Master In Advanced Studies (Mas), In Banking
Certificate Of Advanced Studies (Cas), Compliance In Financial Services
Certified International Investment Analyst Ciia, Eidg. Dipl. Finanzanalyst & Vermögensverwalter
Swiss Certified Banking Specialist (Bankfachmann Mit Eidg. Fa)
Frequently asked questions about Pascal Lüthi
Quick answers generated from the profile data available on this page.
What company does Pascal Lüthi work for?
Pascal Lüthi works for UBS.
What is Pascal Lüthi's role at UBS?
Pascal Lüthi is listed as Head CIO Global IM Content Digitalization and Production, Executive Director at UBS.
Where is Pascal Lüthi based?
Pascal Lüthi is based in Zurich, Switzerland while working with UBS.
What companies has Pascal Lüthi worked for?
Pascal Lüthi has worked for Ubs, Credit Suisse, and Schwyzer Kantonalbank.
Who are Pascal Lüthi's colleagues at UBS?
Pascal Lüthi's colleagues at UBS include Flloyd Rewa and Ethan Harro.
How can I contact Pascal Lüthi?
You can use AeroLeads to view verified contact signals for Pascal Lüthi at UBS, including work email, phone, and LinkedIn data when available.
What schools did Pascal Lüthi attend?
Pascal Lüthi holds Master In Advanced Studies (Mas), In Banking from Universität Bern.
What skills is Pascal Lüthi known for?
Pascal Lüthi is listed with skills including Generalist In Portfolio Management, Experience In Product And Communication Management, Project Management, Tax And Regulatory Environment, and Broad Management And Leadership Experience.
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