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Ivo Zimmermann

Relationship Manager

I am convinced that investment concepts aimed at long-term sustainability achieve the best results. This conviction also shapes my client relationships: partnership-based, trustworthy, and geared towards long-term success.


Training and development

  • Bachelor of Science in Business Administration, specializing in Banking & Finance, Lucerne University of Applied Sciences and Arts
  • Swiss Certified Financial Analyst & Asset Manager / Certified European Financial Analyst

Experience

  • since June 2025 Client Advisor at Valterna AG, Baar
  • 2011 – 2025 Client Advisor Wealth Management, focus on Executives & Entrepreneurs and UHNW, UBS Switzerland AG, Zug
  • 2010 Head of Family Office BHF Bank (Switzerland), Zurich
  • 2001 – 2009: various activities in Asset Management at LGT Capital Partners, Pfäffikon SZ, and at LGT Bank (Switzerland), Zurich
  • 1996 – 2001: Financial Services Audit Manager, EY Zurich and London
  • 1986 – 1990 and 1993-1996: various positions at Schweizerische Volksbank and Perlen Papier AG, Lucerne and Zurich

Contact

Ivo Zimmermann
Relationship Manager
+41 41 570 83 03
ivo.zimmermann@valterna.ch