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

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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 Valterna AG, Relationship Manager, Partner
• 2013 – 2023 Valterna AG, CEO, Partner
• 2000 – 2012 Credit Suisse AG, set up Private Banking Unit for Entrepreneurs and Executives
• 1989 – 2000 Luzerner Kantonalbank, Private Banking

Contact

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

• To the team