Helvetic Trust
Ursula Egli currently serves as a board member at Helvetic Trust AG and SEEBURGER, along with holding a position as Vorstand at the Swiss Financial Experts Association since January 2022. Prior to these roles, Ursula Egli was the Chief Risk Officer for Switzerland and EMEA at Julius Baer from April 2015 to December 2020, where responsibilities included developing global corporate governance structures. Earlier experience includes serving as Chief Financial Officer and Chief Risk Officer at Leumi Private Bank AG, and Managing Director at Julius Baer from July 1990 to September 2006, focusing on IT audit and operations. Educational qualifications include advanced management programs from institutions such as IMD and London Business School, as well as a CPA designation from the Swiss Chamber of Public Accountants.
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Helvetic Trust
Helvetic Trust was founded in 2001 and is a legally and financially independent, owner-managed company. We position ourselves as a financial services provider that thinks and acts for the long term, with particular strengths in the fields of Wealth Management, Asset Management, Family Office Services, Venture Investments and Real Estate.