Sarah Ackermann
Private Clients Services
Ms. Ackermann previously worked in the Portfolio Management unit of Rothschild Bank AG in Zurich as an assistant. Prior to Rothschild, she worked for private banks like Lombard Odier and Pictet & Cie., as an assistant in the Portfolio Management and Private Banking Departments. Ms. Ackermann is part of our Private Clients’ Services Team. She addresses our clients for all their sophisticated requests. She works closely with our partners on client-facing activities and with our Portfolio Management Team. Ms. Ackermann is a passionate skier and snowboarder who enjoys traveling and diving. She is a Swiss citizen.
Services
Personalized Solutions for Individual Financial Needs
The client services team handles the day-to-day operational aspects of wealth management – onboarding, account openings, custodian coordination, and special requests. They work closely with clients, banks, and partners to ensure smooth execution and high-quality service, especially in complex, multi-jurisdictional setups.
Discretionary Accounts
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Advisory Accounts
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Financial Planning
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Get in touch
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.
Sarah Ackermann
Client Services
