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Biography
Oliver has more than 20 years of experience working in Wealth Management covering international clients out of Switzerland.
His key strength has been the Latin American market. In particular, UHNW families, family offices, as well as institutional clients in Mexico that he has supported with Wealth Management and Investment Bank solutions across jurisdictions as Head of GFO Mexico at UBS (3 years). In his previous roles, Oliver was Head of UHNW Latam ex-Brazil at UBS (3 years), Global Investment Specialist for Mexico at J.P. Morgan (7 years), as well as Head of Investment for Latam at BSI (7 years), where he was also responsible for managing the discretionary investment mandates for Latam. Oliver started his banking career as Buy-Side Equity Analyst at BSI’s Asset Management division (2 years).
Oliver is passionate about investments (Chartered Financial Analyst, EMBA: Master Thesis on Socially Responsible Investment Mandates). Having lived in Brazil, Mexico, Spain, Switzerland, United States and Venezuela, Oliver has a strong international background. Also in Switzerland, Oliver has broad experience, having worked in the three key financial centers of Lugano, Geneva and currently Zurich.
Thanks to his international experience, Oliver has strong language skills, being fluent in Spanish, Portuguese, English, German, Italian and French.
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