Reto Mettenleiter
Private Clients Services
Mr. Mettenleiter has extensive experience in the financial services industry, with more than 29 years in Private Banking for U.S. customers, managing their wealth through international diversification. He joined from Vontobel Swiss Wealth Advisors, the SEC unit of Bank Vontobel, where he was one of the Founding Partners and Wealth Management Advisor of the Wealth Management Team in Zurich. Prior to that, he was Team Associate and Wealth Management Advisor at UBS Swiss Financial Advisers, the SEC unit of UBS AG, in Zurich. He started his career also in Zurich at UBS AG and former Swiss Bank Corporation, where he served as Assistant for U.S. Private Individuals. Mr. Mettenleiter has been trained internally at these different banks, has participated in numerous educational programs and is a certified Wealth Management Advisor. Mr. Mettenleiter likes hiking, spending time at the campground, being together with friends and listening to music. He 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.
Reto Mettenleiter
Client Services
