Thomas Käppeli

Thomas Käppeli is a seasoned Client Advisor in Wealth Management, currently holding the title of Executive Director, CIWM®. They began their professional journey with a kaufmännische Lehre at Ernst Schweizer AG before advancing to roles at UBS, where they served as a Privatkundenberater and later as Client Advisor Wealth Management. Käppeli furthered their expertise at Credit Suisse as Vice President and Senior Relationship Manager for affluent clients. They possess a Bachelor of Science in Business Administration with a focus on Banking & Finance, alongside various certifications in wealth management and financial advisory.