Roman Brunner

Roman Brunner has over 30 years of experience in the banking industry. Roman began their career at Swiss Bank Corporation in 1989, where they worked as a Credit Analyst before transitioning to managing small and medium-sized corporate clients in Zurich. Roman then moved to New York and became a Relationship Manager, handling large Swiss multinational clients and their US operations.

In 1997, Roman joined UBS, where they held various roles over the years. Roman started as the Head of Corporate Sourcing for The Americas in New York. Later, they became a Relationship Manager, overseeing a portfolio of high-net-worth and affluent clients. Roman also led a team of ten Client Advisors and played a key role in business transition and client segmentation. Roman authored an internal study on leveraging institutional asset management mandates for investment funds.

In 2006, Roman took on the role of Head of UHNW (Ultra High Net Worth) in Greece and Cyprus at UBS Switzerland SA. Roman initially served as a designated Client Advisor in Geneva before establishing and leading the UHNW team in Geneva. By 2014, they were promoted to Head of the Greek and Cyprus UHNW segment, overseeing desks in Zurich and Geneva.

Their most recent position is with the SYZ Group, where they hold the title of Senior Vice President and Deputy Head of Wealth Management Europe. Roman focuses on client acquisition and business development, with a particular emphasis on Greece and Cyprus.

Overall, Roman Brunner has demonstrated expertise in private banking, wealth management, and relationship management throughout their career.

Roman Brunner obtained a Bachelor of Finance in Business Administration from the School of Economics & Business Administration (HWV) in Zurich from 1987 to 1989. Additionally, they received a Certificate in Corp. Finance, US Accounting, and Investments from the SBC International Banking Seminar in New York in 1991. Roman also holds additional certifications in Certified Wealth Management Advisor (CWMA) and UHNW Wealth Management from UBS Switzerland AG, although specific details regarding the institution and completion dates are not provided.