Julius Baer
Roberto F. currently serves as Executive Director for Investment Advisory Americas & Iberia at Julius Baer, having been with the firm since May 2021, and previously held the position of Director for Investment Advisory Chile AO. From May 2018 to May 2021, Roberto worked as Portfolio Manager at Banco Bci, which was the third largest asset manager in Chile by assets under management during that period. Prior experience includes a role as Business Manager for Wealth Management Central, Andean, and Southern LatAm at UBS from 2013 to 2017, and a consultancy position at BMW Group focusing on repositioning insurance offerings for the Swiss market between September 2010 and March 2012. Additionally, Roberto was Head of Marketing and a board member at oikos St.Gallen from 2011 to 2012, contributing to this nonprofit organization's mission to promote sustainable business practices. Roberto holds a CFA designation from the CFA Institute and a Master’s degree in Management & Marketing from the University of St.Gallen.
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