Roger Stutz

Roger Stutz Email and Phone Number

Managing Director, Global Head Julius Baer Wealth Planning @ Julius Baer
Roger Stutz's Location
Zurich, Zurich, Switzerland, Switzerland
Roger Stutz's Contact Details

Roger Stutz work email

Roger Stutz personal email

n/a
About Roger Stutz

Senior manager with more than 30 years of practical experience as well as profound knowledge of the global financial services industry.Global Head of Julius Baer Wealth Planning department delivering holistic advise, financial planning, succession planning and tax services to wealthy clients around the globe as well as developing and leveraging digital tools to increase client service, efficiency and scalability.Member of the Board of several companies domestic and international companies.Long experience in leading teams of 100+ employees with high levels of complexity and diversity. Proven track record in developing and managing challenging and complex projects across jurisdictions and organizations.

Roger Stutz's Current Company Details
Julius Baer

Julius Baer

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Managing Director, Global Head Julius Baer Wealth Planning
None
Website:
juliusbaer.com
Employees:
7695
Roger Stutz Work Experience Details
  • Julius Baer
    Managing Director, Global Head Julius Baer Wealth Planning
    Julius Baer
    View
  • Alterszentrum Im Geeren
    Betriebskommission, Finanzausschuss
    Alterszentrum Im Geeren Apr 2024 - Present
    Seuzach, Zurich, Switzerland
    View
  • Gemeinde Seuzach
    Rechnungsprüfungskommission (Rpk), Vizepräsident & Aktuar
    Gemeinde Seuzach Jul 2016 - Present
    Seuzach, Zurich, Switzerland
    View
  • Julius Baer
    Managing Director, Global Head Julius Baer Wealth Planning
    Julius Baer Jan 2007 - Present
    Zürich Und Umgebung, Schweiz
    - Global Head Wealth Planning at Bank Julius Baer with units in Switzerland, UK, Germany, Spain, Singapore, HongKong, Guernsey including:- Julius Baer Family Office & Trust- Offering Management, Business Development and Product Management- Fiduciary Services including Trust Companies in various locations- Member of the Board of several Julius Baer daughter companies
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  • Ubs
    Us Wealth Management
    Ubs Jun 2005 - Dec 2006
    New York
    - Project Head Global Wealh Planning Integration, Change-Project to merge UBS Wealth Planning Europe and USA (600 FTE)- Project Head Demographic Shift, Life Cycle and Age Wave, strategic project with buget > 100m
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  • Ubs
    Global Head Wealth Planning Business & Product Management
    Ubs May 2000 - May 2005
    Zürich Und Umgebung, Schweiz
    - Managing Director, Head of Financial Planning Switzerland, Competence Centers Tax, Marketing, IT and Risk Management- Deputy Head UBS Global Wealth Planning (>450 HC)- Head Business Development, Strategic Planning and Project Management- Head UBS Financial Planning Solutions
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  • Zürcher Kantonalbank
    Leiter Finanzplanung & Vorsorge
    Zürcher Kantonalbank Nov 1998 - Apr 2000
    Zurich
    - Finanzberatung für Privatkunden und Private Banking. UmfassendeBeratung von Schweizer Kunden- Aufbau der Einheit Finanzplanung und Vorsorge (Greenfield Situation: Entwicklung Business Case, Projektleitung für Implementierung und anschliessender Führung der Einheit- Reorganisation der Einheiten Nachfolge und Steuern- Verantwortlich für Produkte, Dienstleitungen, Prozesse, IT etc.- Referent bei internen und externen Veranstaltungen
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  • Ubs
    Team Head Private Banking
    Ubs Jan 1995 - Oct 1998
    Zürich Und Umgebung, Schweiz
    - Leitung von Private Banking Teams in Zürich- Kundenberater für Privatkunden und Private Banking, on- und offshore
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  • Ubs
    Relationship-Banker Private Banking
    Ubs Jan 1992 - Dec 1994
    Zürich Und Umgebung, Schweiz
    - Betreuung von Privatkunden verschiedener Kundensegmente und Nationalitäten
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Roger Stutz Skills

Private Banking Strategische Planung Risikomanagement Bankwesen Projektmanagement Finanzberatung Business Development Finanzwesen Integration Produktmanagement Finanzplanung Wealth Management Depotverwaltung Produktentwicklung Banking Wohlstand Steuern Nachfolgeplanung

Roger Stutz Education Details

Frequently Asked Questions about Roger Stutz

What company does Roger Stutz work for?

Roger Stutz works for Julius Baer

What is Roger Stutz's role at the current company?

Roger Stutz's current role is Managing Director, Global Head Julius Baer Wealth Planning.

What is Roger Stutz's email address?

Roger Stutz's email address is ro****@****aer.com

What schools did Roger Stutz attend?

Roger Stutz attended University Of Oxford, Carnegie Mellon University, Université De Genève, Zhaw School Of Management And Law, Sib Schweizerisches Institut Für Betriebsökonomie, Kv Zürich.

What skills is Roger Stutz known for?

Roger Stutz has skills like Private Banking, Strategische Planung, Risikomanagement, Bankwesen, Projektmanagement, Finanzberatung, Business Development, Finanzwesen, Integration, Produktmanagement, Finanzplanung, Wealth Management.

Who are Roger Stutz's colleagues?

Roger Stutz's colleagues are Mayuran Pusparaj, Charles Nogueira - Frm, Jenny N., Jean-Jacques Emch, Olivier Morand, Virginie Stalden, Pascal Brütsch.

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