Peter Schmid

Peter Schmid Email and Phone Number

Board Member, Investor & Strategic Advisor @ ZWEI Wealth Experts AG
Peter Schmid's Location
Zürich Metropolitan Area, Switzerland
Peter Schmid's Contact Details

Peter Schmid personal email

n/a

Peter Schmid phone numbers

About Peter Schmid

Board Member and Strategic Advisor. Former CEO within international financial services, P&L responsibility up to 100 Mil, Revenues from 100 to 500 Mil and AUM from 15 to 70 Billion, Leadership up to 1’400 employees at 29 locations in Europe and Asia, attracting & developing top talent in complex structures, External Stakeholder Management (Regulator, media & associations), Regulation, Compliance, Stakeholder Management, Risk & AuditMember of Swiss and International Board of Directors and Member of Audit, Risk & Compliance CommitteesStrategy & Business Development, Design strategy for markets (focus on Europe and Switzerland), businesses & segments and responsibility for the implementation, Responsible for key account & sales management for family offices, UNHNW and HNW clients in CH & Europe with up to 1 Billion of assets, Building and leading sales & marketing teams in Switzerland, Europe & AsiaBroad M&A expertise, Systematic market screening & evaluation of targets, Project & leadership responsibility for several integrations, Responsible for the sale of companiesTransformation of Businesses, Turn-Around mandates to increase profitability of low performing banks, Digital Transformation, Projects to increase operational efficiency and lower costs

Peter Schmid's Current Company Details
ZWEI Wealth Experts AG

Zwei Wealth Experts Ag

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Board Member, Investor & Strategic Advisor
Peter Schmid Work Experience Details
  • Zwei Wealth Experts Ag
    Supervisory Board Member & Partner
    Zwei Wealth Experts Ag Jan 2021 - Present
    Zurich, Switzerland
    Development of a Wealth Plan to reach your goals, find the best Wealth Managers out of over 400 banks and Wealth Managers with the leading platform, systematic control of performance and costs of all of your portfolios and assets
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  • Psmi Ag
    Founding Partner / President Of The Board
    Psmi Ag 2020 - Present
    Financial Planning, Strategy Development, Organizational Design, Coaching of Leaders
  • Deutsche Bank
    Member Of The Executive Board Deutsche Bank (Switzerland)/Regional Head Wm Northern & Central Europe
    Deutsche Bank 2018 - 2020
    Zürich Area, Switzerland
    Regional Head of Wealth Management Northern & Central Europe On-Shore in Switzerland, France, Luxembourg, Netherlands, Sweden and Vienna. Leadership for Emerging Europe including Eastern Europe, Turkey & Israel
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  • Deutsche Bank
    Member Of The Supervisory Board & Member Of The Risk Committee
    Deutsche Bank 2018 - 2020
    Luxembourg
    Deutsche Bank Luxembourg S.A.
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  • Union Bancaire Privée - Ubp
    Ceo Of Ubp Zurich & Regional Head Private Banking
    Union Bancaire Privée - Ubp 2014 - 2018
    Zurich
    Overall Leadership and business responsibility of UBP in Zurich with 24 billion of assets and around 240 employees. Main focus on clients in Central-, Eastern- and Northern Europe as well as ME & Latam. Successful integration of Coutts International in 2015. Transformed business and substantial increase in revenue and profitability in 2016 and 2017. Member of Credit-Committee, Account Opening-Committee and Risk-Committee.
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  • Merrill Lynch
    Supervisory Board Member / Member Audit & Compliance Committee Merrill Lynch Capital Markets
    Merrill Lynch 2011 - 2014
    Schweiz
    Non-Executive Board Member of Merrill Lynch Capital Markets. Member of the Audit & Compliance Committee.
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  • Merrill Lynch
    Ceo & General Manager Of Merrill Lynch Bank (Suisse) And Its Successor Organization
    Merrill Lynch 2010 - 2014
    Geneva & Zurich
    Overall Leadership of the Swiss Bank with 15 billion of assets and 300 employees in Geneva, Zurich, Dubai, Singapore and Montevideo. Reporting to the board of Directors.Conducted a successful turn-around of this Wealth Manager with substantial increase of profitability by generating additional revenues and strict cost management.Head of Private Banking Business driving growth and increasing profitability; working closely with the regional heads in London, Hong Kong and New York.Direct Involvement in key relationships and sales pitches."Face" to regulators, auditors, media and additional stakeholders.The international business of Merrill Lynch was bought by Julius Baer in 2013: Responsible for successful integration of Clients, Relationship Managers and Employees of Merrill Lynch Bank (Suisse) as well as several European Offices
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  • Ubs Wealth Management
    Business Unit Head, Market Leader, Member Executive Committee Wealth Management
    Ubs Wealth Management 2007 - 2009
    Zürich Und Frankfurt
    Responsible for German clients global business with over 1400 employees at 29 locations in Germany, Switzerland, Luxembourg, Hong Kong and Singapore.P/L Responsibility for whole area.Direct Responsibility for Key Client business for largest clients implementing new KC strategy to improve global offering and relationship management of these VIP clients.
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  • Ubs
    Member Of The Supervisory Board Ubs Deutschland
    Ubs 2007 - 2009
    Frankfurt Am Main Und Umgebung, Deutschland
    Non-Executive Board Member of UBS Deutschland AG, offering services in the areas of Investment Banking, Wealth Management, Private Banking and Asset Management
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  • Ubs Wealth Management
    Chief Of Staff Wealth Management & Business Banking
    Ubs Wealth Management 2006 - 2007
    Zürich Und Umgebung, Schweiz
    Responsible Executive Committee member for strategic planning, Mergers & Acquisitions, controlling, Human Resources & Education, communication and Talent Development.Delegate of the CEO for global projects, the coordination of risk management, referrals and operational issues of the global private banking business of UBS.
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  • Ubs
    Global Head Of Sales Development & Marketing
    Ubs 2002 - 2006
    Zürich Und Umgebung, Schweiz
    Responsible for planning, executing, and managing the global sales & marketing activities to increase revenues and achieve synergies on a global level.Head of 500 marketing and sales development specialists globally in 30 locations. Management of marketing investments of over 200 million.Appointed by the CEO to manage the UBS Client Experience Program, a project that drives client experience on a global level.Designed and implemented a global prospect management system that consistently supported sales units in acquiring/retaining clients and net new money on a global level.Increased Return on Assets by 15 basis points and doubled net new money by driving effective sales programs in multiple markets.
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  • Ubs
    Global Head Of Marketing
    Ubs 1998 - 2002
    Zurich
    Led 300 marketing specialists in 20 locations in Switzerland, Europe and Asia.Conceptualized strategies involving the areas of branding, client experience, best practices, partnerships, customer loyalty, and global sponsorships, which were approved by the Executive Board and successfully implemented.Developed an E-Banking Strategy while serving as a member of the Committee of Electronic Banking.
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  • Ubs
    Branch Manager
    Ubs 1994 - 1998
    Zurich
    Responsibility for sales and profit of a branch with 120 employees. Implemented the concept of focused sales campaigns with an outbound call center.
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  • University Of St.Gallen
    Professor
    University Of St.Gallen 1996 - 2006
    St. Gallen & Zurich
    Teacher at the University of St. Gallen, Swiss Banking School and HMZ for MBA students and Executive Education.
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  • Ticketcorner Ag
    President Of The Board Of Directors
    Ticketcorner Ag 1998 - 2001
    Zurich
    Served as President of the Board of TicketCorner Inc., which was in need of strong turnaround leadership. Achieved profitability and international expansion in to Germany, and established TicketCorner as a market leader. Strengthened market position by buying and merging with three other ticket companies - expanded to 200 employees and generated income of annually $ 200 Mil., with profits rising each year continually. Proposed the sales of the company to the owner, negotiated with several bidders, and sold Ticket Corner with a very substantial capital gain.
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  • Unisys
    Head Of Sales And Marketing (Financial Services)
    Unisys 1991 - 1994
    Zurich And London
    Responsible for the generation of new business with customers in the financial services industry., while maintaining relationships with existing customers.Increased amount of new business by 40%, advanced sale of trading systems and branch automation projects.
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  • Pwc
    Senior Consultant Financial Services
    Pwc 1989 - 1991
    Zurich
    Performed market research and recommended entrance strategies in the investment trust business in European countries for a major bank.Conducted an analysis of the organizational structure and the international branches network of a private bank.
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  • Ubs
    Relationship Manager Corporate Banking
    Ubs 1987 - 1989
    New York And Zurich
    Client Adviser for multinational corporate customers in Scandinavia and Switzerland.Successful completion of MBA program and credit training program in New York.analysis of corporate customers, their balance sheets and their credit requests.
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Peter Schmid Skills

Wealth Management Strategic Leadership Private Banking Marketing Management Banking Organizational Development Business Planning Advisory Boards Coaching Strategy Development Mergers Team Leadership Multicultural Team Management Board Of Directors Strategy Risk Management Management Investments Investment Banking Asset Management Portfolio Management Financial Services Equities Finance Business Strategy Financial Markets Mergers And Acquisitions P&l Management Strategic Planning Change Management Cost Control Audit Committee Strategic Planning For Growth

Peter Schmid Education Details

Frequently Asked Questions about Peter Schmid

What company does Peter Schmid work for?

Peter Schmid works for Zwei Wealth Experts Ag

What is Peter Schmid's role at the current company?

Peter Schmid's current role is Board Member, Investor & Strategic Advisor.

What is Peter Schmid's email address?

Peter Schmid's email address is pe****@****ubp.com

What is Peter Schmid's direct phone number?

Peter Schmid's direct phone number is +120371*****

What schools did Peter Schmid attend?

Peter Schmid attended Universität St.gallen - Hochschule Für Wirtschafts-, Rechts- Und Sozialwissenschaften, Mit Sloan School Of Management, Wharton School, University Of Pennsylvania, Universität St. Gallen-Hochschule Für Wirtschafts-, Rechts- Und Sozialwissenschaften, Universität St. Gallen-Hochschule Für Wirtschafts-, Rechts- Und Sozialwissenschaften.

What skills is Peter Schmid known for?

Peter Schmid has skills like Wealth Management, Strategic Leadership, Private Banking, Marketing Management, Banking, Organizational Development, Business Planning, Advisory Boards, Coaching, Strategy Development, Mergers, Team Leadership.

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