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Oliver Meier, CFA®
Managing Director Senior Investment Advisor
Biography
Oliver Meier, CFA®, is a Managing Director Senior Investment Advisor for J.P. Morgan Private Bank based in Zurich. He has more than 20 years of experience working in Wealth Management covering clients in Switzerland.
His key strength has been the international Private Banking market. In particular, UHNW families, family offices, as well as institutional clients that he has supported with Wealth Management and Investment Bank solutions across jurisdictions. Through his career, he also had the opportunity to live and work in all three key financial centers of Switzerland: Lugano, Geneva and Zurich.
Oliver is passionate about investments (EMBA: Master Thesis on Socially Responsible Investment Mandates) and is also a Chartered Financial Analyst (CFA®).
Thanks to his international experience, Oliver has strong language skills, being fluent in English, German, Italian, French, Spanish and Portuguese.
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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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