Roger Von Rotz

Roger Von Rotz

Wealth Manager

After more than 20 years of experience in private banking and wealth management as a member of the management and executive board at various domestic and foreign banks (including ABN AMRO, Berner Kantonalbank and Julius Bär), Roger von Rotz joined Pleion SA as Senior Relationship Manager in 2019. Independent asset management coincides with his philosophy of always putting the client first. His additional experience in the areas of financial advisory as well as wealth planning and pension and retirement planning offers clients complementary added value and fulfil his advisory focus.

Roger von Rotz holds a degree in Business Administration and is recognised as a Certified Wealth Management Advisor (CWMA).