Patrice E. Humbel to take over the management of Vontobel Swiss Wealth Advisors

Patrice E. Humbel has been head of the Geneva office of VSWA for five years. It is one of four locations – alongside Zurich, Dallas and New York – in which the specialized wealth management firm operates. Humbel is a Swiss national with more than 30 years of experience in the field of wealth management, which he mainly acquired in the U.S. in management functions at Morgan Stanley and UBS, among others, before joining VSWA in 2013.

At the same time, Roger Scherer, COO of VSWA, who is currently managing the business on an interim basis, has been named Deputy CEO of VSWA.

“We are delighted to have been able to appoint from among our own ranks such an experienced wealth management specialist and U.S. expert, with first-hand knowledge of the needs of North American clients, as the new CEO of Vontobel Swiss Wealth Advisors. This underscores the depth of our talent pool. With Patrice E. Humbel at the helm, we want to take the business with North American clients to a new level and systematically continue its expansion. North America is one of Vontobel’s growth markets,” commented Georg Schubiger, Chairman of the Board of VSWA and Head of Vontobel Wealth Management.

VSWA, headquartered in Zurich, Switzerland, is a SEC-registered Investment Advisor and has the status of Exempt International Advisor in the Canadian provinces of Alberta, British Columbia, Ontario and Québec.