Gerard Santschi
About Gerard Santschi
Gerard Santschi serves as the Project Manager for Asset Breakdown and Sustainability Rating and Head of Custody Account Product Management at UBS Wealth Management, where he has worked for 30 years. He holds a Master's degree in Business Administration and Finance from the University of Geneva and has extensive experience in client relationship management and advisory processes.
Work at UBS
Gerard Santschi has been employed at UBS Wealth Management since 1994, serving as Project Manager for Asset Breakdown and Sustainability Rating and Head of Custody Account Product Management. His role involves overseeing the development of operating models and quality controls within the advisory process. Santschi's long tenure at UBS has allowed him to gain extensive experience in the financial services sector, particularly in asset management and client relationship management.
Education and Expertise
Gerard Santschi studied at the University of Geneva from 1990 to 1993, where he earned a Master's degree in Business Administration and Finance. His educational background provides a solid foundation for his work in financial management and advisory processes. Santschi has developed hands-on international experience in client relationship management systems, enhancing his expertise in the financial advisory landscape.
Background
Gerard Santschi is based in the Zürich Area, Switzerland. With a career spanning over 30 years, he has accumulated significant knowledge and skills in the financial services industry. His experience includes streamlining offerings and processes to assess revenue potential, as well as innovating data presentation methods for analytical business discovery.
Achievements
Santschi has contributed to the development of a sustainable rating indicator information system for Wealth Management front units. He has also served as a subject matter expert in creating a new pricing scheme for custody account products in Switzerland. His initiatives have focused on improving operational efficiency and enhancing the quality of advisory services.