PensExpert AG
Barbara Birchler is a seasoned professional in financial consulting and client management, currently serving as a lecturer at IfFP - Institut für Finanzplanung since April 2024 and as a client manager at PensExpert AG since October 2021. Previous roles include Team Head for Private Clients Switzerland at BCGE and Executive Assistant to a Member of the Executive Board at Generali. With a strong foundation in client advisory from Credit Suisse and experience as an Assistant Relationship Manager at swisspartners, Barbara Birchler has built a diverse skill set in the financial sector. Educational qualifications include a Master of Advanced Studies ZFH in Financial Consulting from ZHAW School of Management and Law, a Federal Certificate as a Management Assistant from ibW Höhere Fachschule Südostschweiz, and vocational training in banking from Bildungszentrum Zürichsee.
PensExpert AG
Established in May 2000, PensExpert have built a reputation in Switzerland as a forward thinking provider of creative executive pension solutions and asset management services for the truly discerning customer, in accordance with the Swiss Private Banking rules.