Conviction

Wealth management clients deserve a choice. A choice to select the best bank, the best asset manager and the best advisor for them.

Education and professional career

Sergije holds a master’s degree in Monetary Economics and was a Fulbright Fellow at the University of Wisconsin, where he specialized in Finance. In his career, Sergije has held management and specialist roles both in financial services and information technology companies. He started as an equity analyst in a small firm in the US, then moved to Reuters (now Refinitiv) to develop a global bond database and associated bond analysis tools. He later worked with different financial asset classes as he was in charge of the product management team for the development of the company’s high-end service. Since 2007, Sergije advises wealthy private clients and families. First as a private banker at UBS Zurich, then two smaller Swiss private banks, and finally since 2015 as a consultant-partner at ZWEI Wealth.

Language Skills

French, English, Croatian / Serbian, Russian and Italian.

Personal

Sergije lives in Zurich with his wife and son. His indoor hobbies are books and good movies, and his favourite outdoor activities are skiing and swimming.

More information

Read the interview with Sergije here.

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