Renate Waldner

Partner

Ms. Waldner previously held the position of COO at a Wealth Management firm in Zurich. Prior to that she was a Relationship Manager at UBS and at Bank Julius Baer in Zurich. She began her career at UBS over 25 years ago. She attended several education programs during her time at Julius Baer and UBS. Ms. Waldner enjoys skiing, international travel, and other sporting activities. She is a Swiss Citizen.

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Services

Strategic Partnerships for Financial Excellence

Our Partners bring decades of experience in global wealth and asset management, with backgrounds in private banking, investment advisory, and cross-border structuring. They lead client relationships and guide strategy across all service areas, from portfolio construction and wealth planning to regulatory navigation and family governance. Their role is not just strategic but also highly personal, building trust through consistent, long-term partnership.

Discretionary Accounts

Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.

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Advisory Accounts

Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.

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Financial Planning

Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.

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Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.

Learn more

Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.

Learn more

Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.

Get in touch

Your Partner in financial freedom

We are committed to building lasting relationships based on trust, transparency, and excellence.
Our experts provide tailored guidance across all areas of wealth management – from optimizing assets and planning for retirement to navigating international opportunities.

Reach out to discover how a clear, strategic approach can help you secure and grow your wealth with confidence.

Renate Waldner

Partners

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