Diego Wuergler

Diego Wuergler has extensive experience in the investment advisory field. Diego started their career at UBS Wealth Management in 2001, where they advised high net worth clients on portfolio investments and established asset allocation strategies. Diego later joined Julius Baer in 2007 as an Investment Advisor, building a portfolio from scratch and advising clients on various investment options. In 2010, they became the Head of Investment Advisory PB Geneva, leading a team and representing the committee. In 2014, they took on the role of Head of Advisory Solutions in the Middle East, managing a team and fostering a strong corporate culture. Most recently, Diego held the position of Head of Investment Advisory at Julius Baer, overseeing a large team across international locations. Overall, Diego has a proven track record in managing teams, providing strategic advice, and developing client portfolios.

Diego Wuergler, CFA, pursued their education starting from elementary school and later attended Scuola Cantonale di Commercio from 1990 to 1995. Following this, they enrolled at the University of Lausanne - UNIL from 1995 to 1999, where they focused on Finance and Marketing. Diego then went on to complete their Chartered Financial Analyst (CFA) qualification from 2002 to 2004.