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Swiss Finance & Property has expanded its Client Relationship Management team in Zurich, adding six new members, including Hans Bodmer and Daniel Kuenzi, to enhance services for institutional clients and ultra high net worth individuals. The firm aims to achieve ambitious net new money targets for 2025 through a clear segmentation by client groups and geographical focus. Patrick Sege, who joined from Vontobel, leads the initiative.
Baloise Asset Management AG
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Swiss Finance and Property enhances client advisor team in Zurich
Euro
United States Dollar
Credit Suisse High Yield Bond Fund, Inc.
Vontobel Holding AG
Fidelity International Index
COI Partners AG
Baloise Asset Management AG
Swiss Finance & Property Group Ltd.
CHE
Daniel Kuenzi
Thomas Preuss
Christian Dimita
Katharina Schröder
Hans Bodmer
Stefan Schmidt
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14:48 07.01.2025
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