Julius Baer
Thomas Bopp is an accomplished financial planning professional with extensive experience in the Swiss financial sector. Currently, Thomas serves as the Head of Financial Planning at Julius Baer since November 2011. Prior to this role, Thomas led financial planning at Clariden Leu from April 2006 to October 2011 and held various positions at UBS from March 2002 to March 2006, including Head of Financial Planning Business Development and Product Manager for Financial Planning. Thomas began his career at Zurich Insurance Company Ltd as a Life Insurance Specialist from May 1991 to December 1998. Thomas holds an EMBA in Business Administration with a specialization in National Individual Taxation from Kalaidos University of Applied Sciences Switzerland, completed in 2023.
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Julius Baer
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For more than 130 years, we at Julius Baer have managed our clients’ wealth and served them as trusted, truly personal and holistic advisors. With our roots as a family business, we know the value of long-term relationships, and the challenges and opportunities of growing wealth, protecting it, and passing it on. In all we do, we are inspired by our purpose: creating value beyond wealth.