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Werner Frey

Relationship Manager

Trust to me means listening attentively to the client to understand which needs have priority. We then demonstrate foresight and commitment in implementing the carefully developed solutions for you. In this regard, our many years of expertise and our professionalism stand us in good stead. And form a good basis for our mutual success.

Training and development

  • Business Economist HWV, Lucerne University of Applied Sciences and Arts
  • MAS Private Banking & Wealth Management, Lucerne University of Applied Sciences and Arts
  • Certified Financial Advisor CWMA / SAQ

Experience

  • Since 1 November 2022 Valterna AG, Relationship Manager, Partner
  • 2018-2022 Luzerner Kantonalbank AG, Willisau, Regional Director
  • 2005-2017 Luzerner Kantonalbank AG, Sursee, Senior Financial Advisor Private Banking
  • 2001-2004 Luzerner Kantonalbank AG, Luzern, Management Support Private Banking / Institutionals / Trading
  • 1996-2001 Walker Management AG, Mandate Manager/ Managing Director of Associations and Professional Organisations
  • 1990-1993 Valiant Bank AG, Securities and Credit Officer

Contact

Werner Frey
Relationship Manager
Partner
+41 41 768 83 83
werner.frey@valterna.ch