Ian Berclaz

Founder & CEO

Ian is an Entrepreneur and experienced C-Suite executive who served as COO and CFO in Switzerland, the Middle East, and Asia. He built up his knowledge in world-leading Swiss banks Credit Suisse and Julius Baer.


Ian is an International Leader with more than 20 years of experience in Wealth Management and Private Banking, across business development, client servicing, team management and project implementation. Ian has also a deep understanding of risk management in Private Banking. Throughout his career, he has built up a fantastic network of contacts amongst Bankers across the globe.

Ian Berclaz