With over 25 years of experience advising private and institutional clients, Rolf combines legal expertise, entrepreneurial thinking, and a deep understanding of complex wealth structures. He has worked at the core of private banking for many years, supporting clients in Switzerland and internationally – always with the ambition of translating complexity into clear and actionable solutions.
Conviction
«I want to be my clients' advocate.»
As a jurist and by personal nature, my clients' wellbeing is at the heart of everything I do. I want to provide my clients with the best possible advice. This encompasses a holistic understanding of their wishes and needs, including concerns and fears, and culminates in the objectively best choice of provider, followed by ongoing support and oversight of their assets. ZWEI Wealth embodies this kind of client advocacy at its finest – free from conflicts of interest, one can act solely in the client's best interest. Years of experience in the wealth management industry have given me an intimate knowledge of providers, their DNA, and thus their strengths and weaknesses. Beyond that, I am driven by the challenge of finding solutions in difficult situations, whether through leveraging my network or identifying the right course of action. – «Impossible is not in my vocabulary.»
The wealth management industry faces a dramatic transformation with AI. The advantages of this new technology must be harnessed in a meaningful and value-adding way, without losing sight of the human dimension of client relationships.
Education and professional career
Rolf studied law at the University of St. Gallen (HSG) and completed an International Wealth Executive MBA at Carnegie Mellon University and the University of Geneva. His career has taken him through various institutions in private banking and wealth management. As a Partner at Weissenstein & Partner AG and Managing Director at 1875 Finance, he was responsible for advising private and institutional clients. Previously, he served as Executive Director at Notenstein (La Roche), where he developed strategic succession planning solutions and held leadership responsibilities. The most formative part of his career was spent at Wegelin & Co. Privatbankiers, where he oversaw the development of both domestic and international business activities as well as team leadership, serving as a partner during the final five years.
Across all positions, his focus has been on advising demanding clients, structuring complex financial and succession solutions, and building long-term, trust-based relationships. He brings together legal expertise, strategic thinking, and entrepreneurial leadership to deliver holistic and sustainable solutions.
Language skills
German, English, Italian, French
Personal
In both private and professional life, the personal dimension is central: a harmonious atmosphere, «collegial interaction and team spirit are essential to me in making the most of every day.» I draw inspiration from art, culture, and travel, as well as from the company of people who think differently. Curiosity is a constant driving force – whether it is a fascination for languages and foreign cuisines or the potential of emerging technologies such as AI.
