James Wood joined ZWEI Wealth at its foundation as a partner in January 2015. Private and institutional investors call upon him to provide them with frank, transparent and unbiased purpose driven– consulting.
After spending more than 15 years in Private Banking supporting investors, James became convinced that what benefits them isn’t the traditional private banking wealth management setup. It is how well a new, innovative ecosystem can be implemented which favours the investors by delivering a structured personal consulting approach that is beneficial and convenient for them in the short, medium, and long terms.
The experience James acquired as a consultant with ZWEI Wealth, since leaving the banking sector, has honed his true belief that an investor’s future is to regain his own control over his wealth in this new system of wealth guidance. It’s called your own personal Wealth Office. This obviously, totally independent of financial providers, with their best interests at heart and free of any conflict of interest!
Professional and education background
James began his financial career in the late 90’s in the UBS Junior Key People Program (Graduate program) and subsequently worked for UBS AG, Geneva, at first as a relationship manager for international clients and then as a business development executive for a specific large sub-Saharan country attaining the rank of Executive Director. His dedication to providing holistically substantial sophisticated clients with sound financial advice was rewarded by being nominated to the UBS AG “Circle of Excellence Award”.
He is also co-founder of a Swiss leisure company whose objective is to develop the concept of aerial adventure parks worldwide.
James studied Economics at Fribourg University and successfully completed the UBS Wealth Management Diploma in Switzerland as well as the UBS Investment Bank Foundation Module in London.
He is fluent in both French and English
James lives in Lausanne with his wife and three children. He is a keen sportsman, loves his rugby and is a seasoned traveller, either for business or with his family.