Marc Excoffier

Marc Excoffier is an experienced professional in private banking and wealth management, currently serving as a Senior Relationship Manager and Executive Director at Rothschild & Co since September 2017. With a focus on global advisory, merchant banking, wealth asset management, and various financial services including pension planning and mortgage financing, Marc has developed a robust skill set. Prior experience includes roles as a Private Banking Relationship Manager at Julius Baer and Credit Suisse, where responsibilities encompassed wealth management, portfolio consulting, and client acquisition. Marc holds an MBA from the University of Geneva and multiple certifications in wealth management.