Adrian Hügli
About Adrian Hügli
Adrian Hügli serves as a Vice President and Relationship Manager at Banque Lombard Odier & Cie SA, where he specializes in bespoke wealth management services. He has extensive experience in the financial sector, having worked at various institutions including Migros Bank, Credit Suisse, and Lombard Odier Group.
Work at Lombard Odier
Adrian Hügli currently serves as a Relationship Manager and Vice President at Banque Lombard Odier & Cie SA, a position he has held since 2021. His role involves providing bespoke wealth management services to a diverse clientele, including entrepreneurs, independents, executives, and foundations. Prior to this, he worked as an Assistant Vice President at Lombard Odier Group from 2014 to 2021, where he focused on delivering optimal after-tax performance for clients.
Education and Expertise
Adrian Hügli completed his Bachelor of Science in Business Administration with a specialization in General Management at ZHAW School of Management and Law from 2009 to 2012. He furthered his education by obtaining a Master's degree in Financial Consulting from the same institution between 2017 and 2019. In 2020, he achieved the Certified Wealth Management Advisor (CWMA) designation from the Swiss Association for Quality, enhancing his expertise in wealth management.
Background
Adrian Hügli began his career in the financial sector as a Career Starter at Credit Suisse, where he worked from 2012 to 2014. He then transitioned to Migros Bank as a Praktikant from 2006 to 2007, gaining initial experience in the banking industry. His career has been characterized by a focus on financial markets, particularly equities, fixed income, and alternative investments such as private equity.
Achievements
Throughout his career, Adrian Hügli has developed a strong focus on delivering the best performance after tax for his clients. His specialization in tailored wealth management services has allowed him to effectively serve a diverse range of clients, including entrepreneurs and executives. His educational credentials and professional experience contribute to his ability to navigate complex financial landscapes.