Maximilian Böhme
Private Clients Services
Mr. Boehme previously worked in various positions at different External Asset Management firms, supporting Relationship Managers, local Managing Directors, and the Board of Directors in their functions. Prior to that, he worked at Credit Suisse as part of the UK/Ireland Private Banking Team focusing on HNW and UHNW clients. Mr. Boehme is part of our Private Client Services Team, working closely with partners and the Portfolio Management Team to deliver exceptional services to all our clients domestically in Switzerland and abroad. Mr. Boehme is passionate about cars, golf, and ice hockey. He is a German 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.
Maximilian Böhme
Client Services
