Ekaterina Tattersall

Ekaterina Tattersall joined ZWEI Wealth as a Partner in April 2020.

Education and career

Ekaterina started her career at Ernst & Young (EY), gaining invaluable experience auditing and advising corporates in emerging markets across the globe.

She came to Zurich in 2007 as EY consultant leading global projects for Swiss multinationals, then accepted a challenge in Swiss private banking. She was responsible for a portfolio of high-net-worth international clients at Credit Suisse, where she managed numerous deals, including complex portfolio solutions, credit facilities, asset structuring, real estate and yacht/aviation financing spanning across multiple jurisdictions.

Building on this wide experience, in 2018 Ekaterina set up a boutique family office to become a comprehensive wealth advisor to a selected group of international clients and their families.

In addition, Ekaterina is a board member of two Swiss companies, active in algorithmic crypto-currency trading and impact investing/microlending in emerging markets.

Always on the lookout for the best possible solution for her clients, Ekaterina is convinced the ZWEI Wealth platform offers a structured, disciplined and truly independent advice around managing financial assets. A similar approach has long been reserved to large family offices, funds and endowments only – ZWEI Wealth finally makes it accessible to private clients.

Qualifications

Ekaterina holds a Bachelor degree in Economics and Master in International Relations from St. Petersburg State University, and a diploma from Lehigh University in the US. She also holds a US CPA degree, and a CWMA certification in wealth management.

She is fluent in English, German and Russian.

Personal

Ekaterina lives with her husband and three young kids between Zurich and Davos. In any free time left from her work and family commitments, she is often spotted clocking up kilometers on cross-country skis or a "Pinarello" bike.