Juerg Kaufmann
About Juerg Kaufmann
Juerg Kaufmann is a Managing Director at UBS, where he has worked since 2023. He has over 25 years of experience in the financial industry and has held leadership roles at UBS Wealth Management and Credit Suisse, alongside a strong academic background in finance and technology.
Work at UBS
Juerg Kaufmann currently serves as Managing Director at UBS, a position he has held since 2023 in Bern, Switzerland. Prior to this role, he worked at UBS Wealth Management as a Director from 2003 to 2009, during which he operated in Zurich, Bern, and Singapore. His extensive experience at UBS has contributed to his understanding of wealth management and financial services.
Education and Expertise
Juerg Kaufmann has a diverse educational background, holding multiple degrees and certifications. He studied at the Massachusetts Institute of Technology, focusing on Virtual Reality (VR) and Augmented and Mixed Reality technologies (AR/MR) from 2021 to 2022. He also earned a Global Executive MBA through a collaboration between Columbia Business School, London Business School, and the University of Hong Kong, with studies in Finance and Banking, Entrepreneurship, and General Management from 2011 to 2013.
Background in Financial Services
Juerg Kaufmann has over 25 years of experience in the financial industry. He held the position of Director at Credit Suisse from 2009 to 2015, working in major financial centers including Zurich, Singapore, Hong Kong, New York, and London. His career began in the insurance sector, where he worked as an Insurance Agent at Generali and Die Mobiliar from 1997 to 2003.
International Experience
Throughout his career, Juerg Kaufmann has undertaken various international assignments in key financial hubs. His roles have taken him to cities such as Singapore, Hong Kong, London, New York, Zurich, and Bern. This international exposure has equipped him with a broad perspective on global finance and diverse market dynamics.
Entrepreneurial Ventures
In addition to his extensive experience in finance, Juerg Kaufmann has spent 7 years as a tech entrepreneur. His entrepreneurial endeavors complement his financial expertise, particularly in the areas of technology and innovation within the financial services sector.