Beate Eckerlin

Beate Eckerlin is currently the Managing Director and Senior Client Relationship Manager at LGT Bank (Schweiz) AG, where they focus on asset and wealth management, sustainable investing, and financial planning for affluent clients. Previously, they served as a Senior Client Advisor and Director at UBS from 2002 to 2020, specializing in high-net-worth individual advisory services. Their career began as a Kundenbetreuerin at Volksbank Müllheim and included various roles at Deutsche Bank and SEB, where they honed their skills in structured wealth and retirement consulting. Beate holds degrees in business administration and finance from Berufsakademie Villingen-Schwenningen, Frankfurt School of Finance & Management, and the Institut für Finanzplanung AG in Zürich.