In line with Vontobel’s ambition to drive the next stage of growth in the US, Vontobel SFA is expanding its Business Development team. Claudia Ruemmelein and Hansjuerg Raez are joining SFA as Senior Business Developers in the Miami and New York offices on September 1, 2023.
“Together with our ongoing efforts in the US, we believe that this integral next step will enable us to deliver on our strategic ambition, further build out our client base and service our partners and clients more effectively”, the firm said.
The Business Developers are the first point of contact for UBS financial advisors in the US, who continue to recommend SFA to their clients looking to diversify their assets internationally and thus offer tailored investments in Switzerland.
The important responsibility of the Business Developers is to maintain and expand our collaboration with UBS financial advisors, keep them informed about the Vontobel SFA offering, and reliably provide advice and support. The team, which includes employees in Zurich, New York and Miami, is to be expanded to around 10 experts over the next years under the leadership of Patrick Schurtenberger.
Hansjuerg Raez
Claudia will be based in Miami and brings more than 15 years of experience in the financial services industry, with a successful track record of building and developing new business in the Asset Management and Private Equity sectors. She joins us from Mesa Capital Advisors, where she covered Latin American institutional and UHNWI/Family Office clients investing in alternative investments.
Prior to that, she held various roles at First Avenue Partners, Apollo Management and PriceWaterhouse Coopers in New York, London and Frankfurt.
Hansjuerg will be based in New York and also brings more than 15 years of experience in the financial services industry. He joins us from UBS AG New York, where he was responsible for multinational corporate clients and the expansion of that business for the last nine years.
Prior to that, he was at Trafigura in Stamford, Shanghai and Lucerne in various roles. Hansjuerg holds a bachelor’s degree in Business Administration from the University of Bern, Switzerland.
