Education and career
Paul Staeheli's experience in private banking and wealth management spans over more than 30 years. He started his career at Swiss Bank Corporation as investment advisor for Swiss clients and was heading a private banking team in Zurich. Presented with the opportunity, Paul took a next private banking role in Jersey and, after the merger of SBC and UBS into UBS AG, held management positions within the UBS Wealth Management units in Zurich, Frankfurt and London. Paul’s areas of expertise focus on wealth management services for Swiss, German and British private clients, including the U.K. "resident-non-domiciled" set-up. He has also a substantial knowledge of the financial intermediary market. Paul holds a bachelor degree in Business Administration, a dual degree as Executive Master of Business Administration (Rochester, NY - Bern) and the Level 6 Certificate in Private Client Investment Advice & Management of the Chartered Institute for Securities & Investment (CISI, U.K.).