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Ivo Roos

Relationship Manager

Character is what you have when no one is watching. (Siegfried Lowitz)

Training and development

  • 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

Experience

  • Since June 2012 Relationship Manager, Partner – Valterna AG
  • 2013 – 2023 CEO, Partner – 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

Contact

Ivo Roos
Relationship Manager
Member of the Board, Partner
+41 41 768 83 83
ivo.roos@valterna.ch