Beatrice Winter
About Beatrice Winter
Beatrice Winter is a Director at UBS, specializing in wealth management with a focus on tailored solutions and philanthropy. She has extensive experience in the financial sector, having worked at UBS since 2006 and previously as a Certified Wealth Manager and Financial Planner.
Current Role at UBS
Beatrice Winter has been serving as a Director at UBS since 2019. In this role, she focuses on wealth management in Zug. Her responsibilities include developing tailored solutions for clients, emphasizing the Family Banking approach. She has been with UBS for a total of 18 years, having held various positions within the company.
Previous Experience at UBS
Prior to her current position, Beatrice Winter worked at UBS as a Certified Wealth Manager and Financial Planner from 2012 to 2018. During this six-year tenure, she operated from the Europaallee 21 location in Zürich. Her experience in wealth management has contributed to her expertise in providing financial solutions.
Education and Expertise
Beatrice Winter has a strong educational background in finance. She earned an Executive MBA in Finance from the SFI Swiss Finance Institute, studying from 2002 to 2004. Additionally, she studied at the Frankfurt School of Finance & Management, where she achieved the European Financial Consultant designation from 2008 to 2009. She also holds a Cambridge Proficiency Certificate from the University of Exeter, obtained in 1989.
Background in Business Education
Beatrice Winter completed her studies at Kaderschule Zürich, where she achieved the Betriebsökonom KZ qualification from 1993 to 1996. This foundational education in business has supported her career in wealth management and financial planning.
Specialization in Wealth Management
Beatrice Winter specializes in creating customized foundations and facilitating access to philanthropy within her wealth management services. Her extensive international experience enhances her capability to support clients across generations, ensuring that their financial needs are met with tailored solutions.