Rolf Bögli

Co-Founder

Head of a single family office in Switzerland and Independent Senior Consultant for Finance and Strategy. Focus on Wealth Management and Private Banking

Business Experience

  • Independent Senior Consultant for Finance and Strategy with more than 35 years of experience in Banking
  • Currently head of a single family office in Switzerland and also advisor to the board of directors of various Swiss Independent Asset Managers
  • Former Business Area Head for Ultra High Net Worth Clients Switzerland and Global Independent External Asset Managers at Credit Suisse Private Banking and Wealth Management
  • Former Global Chief Operating Officer and CFO, Managing Director and member of the Private Banking Divisional Management Committee and of the PB Switzerland Management Committee at Credit Suisse
  • Former Head of Private Banking Switzerland at Credit Suisse
  • Former Chief Operating Officer of the domestic US Retail and Private Banking distribution organisation at UBS in the Unites States
  • Former Regional Head Private Banking in Bern, Switzerland at UBS

Education

  • Master of Business Administration (MBA), University of Rochester/NY
  • Executive Master of Business Administration (EMBA) University of Berne/Switzerland
  • SEBA; School of Economics and Business Administration, Berne, Switzerland (University of applied science): Diploma BBA and economist SEBA. Major: marketing, business administration. Diploma thesis; ′economical assessment of stock option strategies′.

Planura Family Office Switzerland AG
Poststrasse 26
6300 Zug

+41 41 725 36 40
info@planurafo.ch