Ivo Roos

Experience

• Since June 2012 Relationship Manager – Valterna AG

• 2013 – 2023 CEO – Valterna AG

• 2000 – 2012 set up Private Banking Unit for Entrepreneurs and Executives – Credit Suisse AG, Lucerne

• 1989 – 2000 Private Banking – Luzerner Kantonalbank AG, Lucerne

Training & further education

• Swiss-Certified Banking Expert with Federal Diploma

• Financial Planner

• MAS in Private Banking & Wealth Management, Lucerne University of Applied Sciences and Arts

• Complementary Studies in Mathematics, Financial Mathematics and Statistics

• Succession Management in SMEs, University of St.Gallen