Executive Board

Under the leadership of the President of the Executive Board, the Executive Board (EB) has executive management responsibility for ÃÛ¶¹ÊÓƵ AG and its business. It assumes overall responsibility for the development of ÃÛ¶¹ÊÓƵ AG and its business division strategies and the implementation of the approved strategies.

All EB members (with the exception of the President of the EB) are proposed by the President of the EB. The appointments are approved by the BoD.


President of theÌýExecutive Board

Member of theÌýExecutive Board from 2011 to 2020 and since April 2023

Photo of Sergio P. Ermotti

Sergio P. Ermotti

Nationality:ÌýSwiss |ÌýYear of birth:Ìý1960

Sergio P. Ermotti has been Group CEO of ÃÛ¶¹ÊÓƵ Group AG and President of the Executive Board of ÃÛ¶¹ÊÓƵ AG since April 2023. He was also the Group CEO from 2011 to 2020. He re-joined ÃÛ¶¹ÊÓƵ from Swiss Re, where he was Chairman of the Board of Directors until April 2023.ÌýPrior to joining ÃÛ¶¹ÊÓƵ in 2011, he was at UniCredit Group, where from 2007 to 2010 he served as Group Deputy Chief Executive Officer and Head of Corporate & Investment Banking and Private Banking, prior to that he served as Head of the Markets & Investment Banking Division. Between 1987 and 2004, he held various positions at Merrill Lynch & Co. in the areas of equity derivatives and capital markets. He became Co-Head of Global Equity Markets and a member of the Executive Management Committee for Global Markets & Investment Banking in 2001.

Professional experience

Professional experience

Years

Role/function

2023 – date

GroupÌýCEO, ÃÛ¶¹ÊÓƵ Group AG and President of the Executive Board, ÃÛ¶¹ÊÓƵ AG

2021 – 2023

Chairman of the Board of Directors, Swiss Re

2020 – 2021

Member of the Board of Directors, Swiss Re

2011 – 2020

Group Chief Executive Officer, ÃÛ¶¹ÊÓƵ

2011 – 2011

Chairman and CEO ÃÛ¶¹ÊÓƵ Group Europe, Middle East and Africa, and member of theÌýGroup Executive Board, ÃÛ¶¹ÊÓƵ

2007 – 2010

Group Deputy Chief Executive Officer and
Head Corporate & Investment Banking and Private Banking, UniCreditÌý

2005 – 2007

Head Markets & Investment Banking Division, UniCredit

1987 – 2004

Various senior management positions, Merrill Lynch & Co

Education

  • Swiss-certified banking expert
  • Advanced Management Programme, the University of Oxford

Listed company boards

  • Member of the Board of Ermenegildo Zegna N.V. (Lead Non-Executive Director)

Non-listed company boards

  • Member of the Board of Società Editrice del Corriere del Ticino SA

Other activities and functions

  • Member of the Board of Innosuisse, the Swiss Innovation Agency
  • Member of Institut International D’Etudes Bancaires
  • Member of the WEF International Business Council and Governor of the Financial Services / Banking Community
  • Member of the MAS International Advisory Panel
  • Member of the Board of the Institute of International Finance
  • Member of the Board of the Swiss-American Chamber of Commerce

Co-President Investment Bank

Member of theÌýExecutive Board since July 2024

Photo of  Aleksandar Ivanovic

George Athanasopoulos

Nationality:ÌýGreek and British |ÌýYear of birth:Ìý1969

George AthanasopoulosÌýbecame Co-President of the Investment Bank in July 2024. Having worked more than 30 years in financial markets, he brings a wealth of experience into the position. He started his career in financial markets in 1992, working in Europe and Asia for NatWest Markets and Merrill Lynch. Before joining ÃÛ¶¹ÊÓƵ in 2010, he was General Manager at Eurobank EFG and previously worked for Barclays Capital, most recently responsible for Global Foreign Exchange and Global Emerging Markets Distribution. Since joining ÃÛ¶¹ÊÓƵ in 2010 Mr. Athanasopoulos held various senior roles including Co-Head of Global Markets since 2020. In addition, he was Head of Global Family and Institutional Wealth from 2022 to June 2024.

Ìý

Professional experience

Professional experience

Years

Role/function

July 2024 – date

Co-President of the Investment Bank, ÃÛ¶¹ÊÓƵÌýGroup AG and ÃÛ¶¹ÊÓƵ AG

2022 – June 2024

Head Global Family and Institutional Wealth, ÃÛ¶¹ÊÓƵ

2020 – June 2024

Co-Head of Global Markets, ÃÛ¶¹ÊÓƵ

2016 – 2019

Global Head of Foreign Exchange, Rates and Credit and Head of Non-Core, ÃÛ¶¹ÊÓƵ

2013 – 2016

Global Co-Head of Foreign Exchange, Rates and Credit, ÃÛ¶¹ÊÓƵ

2011 – 2013

Co-Head of Global Foreign Exchange and Precious Metals, ÃÛ¶¹ÊÓƵ

2010 – 2011

Head of Global Foreign Exchange Distribution, ÃÛ¶¹ÊÓƵ

2009 – 2010

General Manager, Group Head of Trading, Sales and Structuring, Eurobank EFG

2008 – 2009

Global Head of Foreign Exchange and Emerging Markets Distribution, Barclays Capital

2004 – 2008

Various management positions in FX and Emerging Markets, Barclays Capital

2001 – 2004

Various management positions in FX, Merrill Lynch

Education

  • Diploma in Mechanical Engineering, National Technical University of Athens
  • Master in Shipping, Trade and Finance, Bayes Business School

Other activities and functions

  • None

Integration Officer

Member of the Executive Board since May 2023

Photo of  Naureen Hassan

Michelle Bereaux

Nationality: British and Trinidadian & Tobagonian | Year of birth: 1964

Michelle Bereaux was appointed Group Integration Officer in May 2023 and is responsible for the development and execution of our integration strategy, working closely with all GEB members and integration workstream leads. Ms. Bereaux has been at ÃÛ¶¹ÊÓƵ for more thanÌý25 years and has held various leadership roles across the firm. She has served as both COO and Head HR for our Investment Bank, has successfully led multiple firm-wide cost and transformation projects, and, most recently, served as COO and UK Country Head of Asset Management. She brings both a wealth of transformation experience as well as a strongÌýlegal, HR, investment banking and asset management background to lead our integration efforts.

Professional experience

Professional experience

Ìý

Ìý

Professional experience

Years

Ìý

Role/function

Professional experience

May 2023 – date

Ìý

Group Integration Officer, ÃÛ¶¹ÊÓƵ Group AG and ÃÛ¶¹ÊÓƵ AG

Professional experience

2021 – 2023

Ìý

Country Head ÃÛ¶¹ÊÓƵ Asset Management UK and CEO Asset Management UK Ltd

Professional experience

2020 – 2023

Ìý

COO, ÃÛ¶¹ÊÓƵ Asset Management

Professional experience

2018 – 2020

Ìý

Head of Group Efficiency and Cost Management, ÃÛ¶¹ÊÓƵ Business Solutions AG

Professional experience

2015 – 2018

Ìý

Non-Executive Director and Chairman Remuneration Committee, ÃÛ¶¹ÊÓƵ Limited

Professional experience

2011 – 2014

Ìý

Global Head Human Resources, ÃÛ¶¹ÊÓƵ Investment Bank

Professional experience

2011 – 2011

Ìý

Global Strategic Projects at CEO Management Office, ÃÛ¶¹ÊÓƵ Investment Bank

Professional experience

2009 – 2010

Ìý

Chief of Staff and Joint Global COO, ÃÛ¶¹ÊÓƵ Investment Bank

Education

  • Law,Ìýthe University of Cambridge
  • Politics, Economics and Law,Ìýthe University of Buckingham

Other activities and functions

  • None

Chief Operations and Technology Officer

Member of the Executive Board since 2021

Photo of Mike Dargan

Mike Dargan

Nationality:ÌýBritish |ÌýYear of birth:Ìý1977

Mike Dargan was appointed Group Chief Operations and Technology Officer inÌýMay 2023, and is responsible for delivering digital platforms, technology services, infrastructure, and operations, including cyber and information security. Previously, he was Group Chief Digital and Information Officer (CDIO), after leading our Group Technology function since joining ÃÛ¶¹ÊÓƵ in 2016. In addition to this remit, he was also GEB sponsor for our digital assets' strategy and a sponsor of artificial intelligence and our agile transformation, which have been integrated into his area of responsibility in 2023. Prior to joining ÃÛ¶¹ÊÓƵ, he held various senior roles in technology, corporate strategy and investment banking at Standard Chartered Bank, Merrill Lynch, and Oliver Wyman.

Professional experience

Professional experience

Years

Role/function

May 2023 – date

Group Chief Operations and Technology Officer, ÃÛ¶¹ÊÓƵ Group AG and Chief Operations and Technology Officer, ÃÛ¶¹ÊÓƵ AG

2021 – 2023

Group CDIO, ÃÛ¶¹ÊÓƵ Group AG and CDIO,ÌýÃÛ¶¹ÊÓƵ AG

2021 – date

President of the Executive Board, ÃÛ¶¹ÊÓƵ Business Solutions AG

2016 – 2021

Head Group Technology, ÃÛ¶¹ÊÓƵ

2015 – 2016

CIOÌýfor Corporate and Institutional Banking, Standard Chartered Bank

2014 – 2015

Global Group Technology and Operations Head forÌýGlobal Markets, Wealth Management, Private Banking and Securities Services, Group Technology and Operations Engineering, Standard Chartered Bank

2013 – 2014

CIOÌýfor Financial Markets, Standard Chartered Bank

2009 – 2013

Global Head of Strategy and Corporate M&A, Global Markets, Standard Chartered Bank

2005 – 2009

Head Corporate Strategy & M&A,ÌýEMEAÌýand Pacific Rim, Merrill Lynch

Education

  • Master’s degree, politics, philosophy and economics, St. John’s College, the University ofÌýOxford

Other activities and functions

  • Member of the Board of Directors and President of the Executive Board of ÃÛ¶¹ÊÓƵ Business Solutions AG
  • Member of the Board of Directors and President of the Executive Board of Credit Suisse Services AG
  • Member of the Board of ÃÛ¶¹ÊÓƵ Optimus Foundation
  • Member of the Advisory Board of SCION Association

President Asset Management

Member of the Executive Board since March 2024

Photo of  Aleksandar Ivanovic

Aleksandar Ivanovic

Nationality:ÌýSwiss |ÌýYear of birth:Ìý1976

Aleksandar Ivanovic was appointed President Asset Management in March 2024. Before joining the GEB, he was Head of Client Coverage and Head of the Europe, Middle East and Africa and Switzerland regions for Asset Management at ÃÛ¶¹ÊÓƵ. In these functions Mr. Ivanovic has played a key role in the development and execution of our Asset Management strategy while leading the engagement with our institutional and wholesale clients as well as the ongoing partnership with Global Wealth Management. Starting in 1992 as an apprentice at ÃÛ¶¹ÊÓƵ he worked in all business divisions and later held various leadership roles at Credit Suisse and Morgan Stanley. With his experience and broad network across the firm he is well suited to lead our Asset Management business forward.

Professional experience

Professional experience

Years

Role/function

March 2024 – date

President Asset Management, ÃÛ¶¹ÊÓƵ Group AG and ÃÛ¶¹ÊÓƵ AG

2019 – February 2024

Head Region EMEA, Asset Management, ÃÛ¶¹ÊÓƵ

2018 – February 2024

Head Client Coverage, Asset Management, ÃÛ¶¹ÊÓƵ

2018 – February 2024

Head Region Switzerland, Asset Management, ÃÛ¶¹ÊÓƵ

2017 – 2018

Head Institutional Client Coverage, Asset Management, ÃÛ¶¹ÊÓƵ

2011 – 2016

Head of Europe, Middle East and Africa, Distribution, Financial Engineering, Structured Products, Institutional Equity Derivatives, London, Morgan Stanley

2008 – 2011

Head of Distribution Northern Europe, Structured Products, Institutional Equity Derivatives, London, Credit Suisse

2000 – 2008

Various positions in Global Markets, ÃÛ¶¹ÊÓƵ Investment Bank, London / Switzerland, ÃÛ¶¹ÊÓƵ

1992 – 2000

Various positions in Personal Banking Switzerland and Wealth Management, Switzerland, ÃÛ¶¹ÊÓƵ

Education

  • M.Sc. in Finance, London Business School
  • B.Sc. in Economics and Business Administration, Hochschule für Wirtschaft Zurich

Other activities and functions

  • Chairman of ÃÛ¶¹ÊÓƵ Asset Management AG
  • Chairman of ÃÛ¶¹ÊÓƵ Asset Management Switzerland AG

President ÃÛ¶¹ÊÓƵ Americas and Co-President Global Wealth Management

Member of the Executive Board since 2018

Photo of Robert Karofsky

Robert Karofsky

Nationality:ÌýAmerican (US) |ÌýYear of birth:Ìý1967

Robert Karofsky was appointed President ÃÛ¶¹ÊÓƵ Americas and Co-President Global Wealth Management in July 2024. He was President of the Investment Bank from 2021 to June 2024 and previously Co-President of the Investment Bank from 2018 to 2021. Mr. Karofsky was President ÃÛ¶¹ÊÓƵ Securities LLC from 2015 to 2021. He reshaped the Investment Bank division, realigning efforts around clients’ evolving needs, focusing resources on opportunities for profitable growth and reinvesting in ÃÛ¶¹ÊÓƵ’s digital transformation. Before joining ÃÛ¶¹ÊÓƵ, he acquired know-how in investment banking as an analyst and trader, working for various financial institutions such as Morgan Stanley, Deutsche Bank and AllianceBernstein. He then became Global Head of Equities at ÃÛ¶¹ÊÓƵ, responsible for driving ÃÛ¶¹ÊÓƵ’s growth strategy for equities globally.

Professional experience

Professional experience

Years

Role/function

July 2024 – date

President ÃÛ¶¹ÊÓƵ Americas and Co-President Global WealthÌýManagement, ÃÛ¶¹ÊÓƵ Group AG and ÃÛ¶¹ÊÓƵ AG

2021 – June 2024

President Investment Bank, ÃÛ¶¹ÊÓƵ

2018 – 2021

Co-President Investment Bank, ÃÛ¶¹ÊÓƵ

2015 – 2021

President ÃÛ¶¹ÊÓƵ SecuritiesÌýLLC, ÃÛ¶¹ÊÓƵ

2014 – 2018

Global Head Equities, ÃÛ¶¹ÊÓƵ

2011 – 2014

Global Head of Equity Trading, AllianceBernstein

2008 – 2010

Co-Head of Global Equities, Deutsche Bank

2005 – 2008

Head of North American Equities, Deutsche Bank

Education

  • Bachelor’s degree, economics, Hobart and William Smith Colleges, New York
  • MBA, finance and statistics, University of Chicago’s Booth School of Business

Other activities and functions

  • Member of the Board of ÃÛ¶¹ÊÓƵ Americas HoldingÌýLLC
  • Member of the Board of ÃÛ¶¹ÊÓƵ Optimus Foundation

Co-President Global Wealth ManagementÌýand President ÃÛ¶¹ÊÓƵ Asia Pacific

Member of the Executive Board since 2019

Photo of Iqbal Khan

Nationality:ÌýSwiss |ÌýYear of birth:Ìý1976

Iqbal Khan became Co-President Global Wealth Management in July 2024 and President ÃÛ¶¹ÊÓƵ Asia Pacific in September 2024. Previously, he was President Global Wealth Management from 2022 to June 2024 and was President ÃÛ¶¹ÊÓƵ Europe, Middle East and Africa from 2021 to 2023. From 2019 until September 2022, he was Co-President Global Wealth Management. Mr. Khan joined Ernst & Young in 2001, holdingÌýnumerous leadership positions and becoming a very young executive and a partner of the firm’s Swiss arm; when leaving Ernst & Young, he was lead auditor of ÃÛ¶¹ÊÓƵ. In 2013, he moved to Credit Suisse, holding senior leadership positions as CFO Private Banking & Wealth Management and later CEO International Wealth Management.

Professional experience

Professional experience

Years

Role/function

September 2024 – date

President ÃÛ¶¹ÊÓƵ Asia Pacific

July 2024 – date

Co-President Global WealthÌýManagement, ÃÛ¶¹ÊÓƵ Group AG and ÃÛ¶¹ÊÓƵ AG

2022 –ÌýJune 2024

President Global Wealth Management, ÃÛ¶¹ÊÓƵ

2021 – May 2023

President ÃÛ¶¹ÊÓƵ Europe, Middle East and Africa, ÃÛ¶¹ÊÓƵ

2019 – 2022

Co-President Global Wealth Management, ÃÛ¶¹ÊÓƵ

2015 – 2019

CEOÌýInternational Wealth Management, Credit Suisse

2013 – 2015

CFOÌýPrivate Banking & Wealth Management, Credit Suisse

2011 – 2013

Managing Partner Assurance and Advisory Services –ÌýFinancial Services, Ernst & YoungÌý

2009 – 2011

Industry Lead Partner Banking and Capital Markets, Switzerland andÌýEMEA Private Banking,ÌýErnst & Young

2001 – 2009

Various positions inÌýErnst & Young

Education

  • Swiss Certified Public Accountant
  • Advanced Master of International Business Law degree (LL.M.), University of Zurich

Other activities and functions

  • Member of the Board of ÃÛ¶¹ÊÓƵ Optimus Foundation

General Counsel

Member of the Executive Board since 2021

Photo of Barbara Levi

Barbara Levi

Nationality:ÌýItalian |ÌýYear of birth:Ìý1971

Barbara Levi has been Group General Counsel since 2021. A qualified attorney-at-law, she has been admitted to the Supreme Court of the United States, the New York State bar and the bar of Milan, Italy, and has worked in several law firms in New York and Milan. Ms. Levi began her corporate career with Novartis Group in 2004 and worked there for 16 years, holding a number of senior legal roles across Europe. Before joining ÃÛ¶¹ÊÓƵ, she served as Chief Legal Officer & External Affairs at Rio Tinto Group and, before that, as General Counsel. In both roles, she was a member of that company’s executive committee.

Professional experience

Professional experience

Years

Role/function

2021 – date

Group General Counsel, ÃÛ¶¹ÊÓƵ Group AG and General Counsel, ÃÛ¶¹ÊÓƵ AG

2021

Chief Legal Officer & External Affairs, Rio Tinto Group

2020 – 2021

Group General Counsel, Rio Tinto Group

2019

Group Legal Head, M&A and Strategic Transactions, Novartis

2016 – 2019

Global General Counsel, Sandoz International GmbH, Novartis

2014 – 2016

Global Legal Head, Product Strategy & Commercialization, Novartis

2013 – 2014

Global Legal Head, TechOps, Primary Care and Established Medicines, Novartis

2009 – 2013

Head of Legal & Compliance, Region Asia-Pacific, Middle East, and African Countries, Region Group Emerging Markets, Novartis

Education

  • Law degree, University of Milan
  • Master of Laws (LL.M.), banking, corporate and finance law, Fordham University School of Law, New York

Other activities and functions

  • Member of the Board of Directors of the European General Counsel Association
  • Member of the Legal Committee of the Swiss-American Chamber of Commerce

Head Non-Core and Legacy and President ÃÛ¶¹ÊÓƵÌýEurope, Middle East and Africa

Member of the Executive Board since 2023

Photo of  Naureen Hassan

Beatriz Martin Jimenez

Nationality: Spanish | Year of birth: 1973

Beatriz Martin Jimenez became Head Non-core and Legacy as well as President ÃÛ¶¹ÊÓƵ Europe, Middle East and Africa of ÃÛ¶¹ÊÓƵ Group AG, in May 2023.ÌýShe has been the ÃÛ¶¹ÊÓƵ GEB Lead for Sustainability and Impact since March 2024 and the ÃÛ¶¹ÊÓƵ Chief Executive for the UK since 2019. Her previous ÃÛ¶¹ÊÓƵ roles included Group Treasurer for ÃÛ¶¹ÊÓƵ Group AG, Chief Transformation Officer for ÃÛ¶¹ÊÓƵ Group AG, COO for ÃÛ¶¹ÊÓƵ Investment Bank, and Chief of Staff to the CEO for ÃÛ¶¹ÊÓƵ Investment Bank. Before joining ÃÛ¶¹ÊÓƵ in 2012, Ms. Martin held various roles in fixed income sales and trading at Morgan Stanley and Deutsche Bank. With her experience in markets, Ms. Martin has a deep understanding of the industry and has built an extensive network and credentials globally, in addition to her restructuring experience as well as a thorough knowledge of our Investment Bank.

Professional experience

Ìý

Years

Role/function

2023 – date

Head Non-core and Legacy and President ÃÛ¶¹ÊÓƵ Europe, Middle East and Africa, ÃÛ¶¹ÊÓƵ Group AG and ÃÛ¶¹ÊÓƵ AG

March 2024 – date

ÃÛ¶¹ÊÓƵ GEB Lead for Sustainability and Impact, ÃÛ¶¹ÊÓƵ Group AG

2020 – June 2023

Group Treasurer, ÃÛ¶¹ÊÓƵ Group AG

2019 – date

UK Chief Executive, ÃÛ¶¹ÊÓƵ AG London Branch

2022 – 2023

Chief Transformation Officer, ÃÛ¶¹ÊÓƵ Group AG

2015 – 2020

COO, ÃÛ¶¹ÊÓƵ Investment Bank

2015 – 2019

UK COO, ÃÛ¶¹ÊÓƵ AG London Branch and ÃÛ¶¹ÊÓƵ Limited

2012 – 2015

Chief of Staff to CEO, ÃÛ¶¹ÊÓƵ Investment Bank

1996 – 2012

Various positions in Global Markets, Morgan Stanley and Deutsche Bank

Education

  • Masters in Business Administration, Universidad Autónoma de Madrid, Madrid
  • Erasmus Exchange programme, Hochschule für Bankwirtschaft, Frankfurt

Other activities and functions

  • Member of the Supervisory Board of ÃÛ¶¹ÊÓƵ Europe SE
  • Member of theÌýBoard of Directors of Credit Suisse International
  • Chair of the Board of ÃÛ¶¹ÊÓƵ Optimus Foundation
  • Member of the Advisory Board of the Frankfurt School of Finance & Management

Chief Compliance and Governance Officer

Member of the Executive Board since 2018

Photo of Markus Ronner

Markus Ronner

Nationality:ÌýSwiss |ÌýYear of birth:Ìý1965

Markus Ronner has been Group Chief Compliance and Governance Officer since 2018. He has been with ÃÛ¶¹ÊÓƵ for more than 40 years and held various positions across the firm, including manager of the Group-wide too-big-to-fail program, COO Wealth Management & Swiss Bank, Head Products and Services of Wealth Management & Swiss Bank, COO Asset Management, and Head Group Internal Audit. In his current position, he is responsible at the Group level for the control of all non-financial risks, governmental and regulatory affairs, as well as investigations and governance matters. From 2022 until October 2023, he served as Chairman of ÃÛ¶¹ÊÓƵ Switzerland AG, the leading Swiss universal bank.

Professional experience

Professional experience

Years

Role/function

2018 – date

Group Chief Compliance and Governance Officer, ÃÛ¶¹ÊÓƵ Group AG andÌýChief Compliance and Governance Officer, ÃÛ¶¹ÊÓƵ AG

2022 – October 2023

Chairman of ÃÛ¶¹ÊÓƵ Switzerland AG

2012 – 2018

Head Group Regulatory and Governance, ÃÛ¶¹ÊÓƵ

2011 – 2013

Manager Group-wide too-big-to-fail program, ÃÛ¶¹ÊÓƵ

2010 – 2011

COO Wealth Management & Swiss Bank, ÃÛ¶¹ÊÓƵ

2009 – 2010

Head Products and Services of Wealth Management & Swiss Bank, ÃÛ¶¹ÊÓƵ

2007 – 2009

COO Asset Management, ÃÛ¶¹ÊÓƵ

2001 – 2007

Head Group Internal Audit, ÃÛ¶¹ÊÓƵ

Education

  • Swiss Banking Diploma

Other activities and functions

  • None

Head Human Resources & Corporate Services

Member of the Executive Board since May 2023

Photo of  Stefan Seiler

Stefan Seiler

Nationality:ÌýSwiss |ÌýYear of birth:Ìý1974

Stefan Seiler has beenÌýHead Group Human Resources & Corporate Services of ÃÛ¶¹ÊÓƵ Group AG and ÃÛ¶¹ÊÓƵ AG since May 2023. He leads the combined Group Human Resources and Corporate Services function, ensuring effective and efficient alignment of our people, real estate and vendor management strategies. His responsibility was expanded to include Group Communications and Branding in July 2024. He started his career at the Swiss Military Academy at ETH Zurich and, after working for Credit Suisse from 2002 to 2006, he returned to the Swiss Military Academy as Department Head of Leadership and Communication. Mr. Seiler joined ÃÛ¶¹ÊÓƵ in 2011 and became Group Head HR in 2018 after gaining experience as Head HR for Switzerland and Group Functions, as well as Global Head Talent and Recruiting.ÌýDuring his career, he has lived in Switzerland, the UK, the US and Singapore.

Professional experience

Professional experience

Years

Role/function

May 2023 – date

Head Group Human Resources & Corporate Services, ÃÛ¶¹ÊÓƵ Group AG and Head Human Resources & Corporate Services, ÃÛ¶¹ÊÓƵ AG

2018 – 2023

Group Head Human Resources, ÃÛ¶¹ÊÓƵ

2016 – 2018

Global Head Talent & Recruiting, ÃÛ¶¹ÊÓƵ

2014 – 2016

Head HR ÃÛ¶¹ÊÓƵ Switzerland and Global Head HR Group Control & CEO Functions, ÃÛ¶¹ÊÓƵÌý

2012 – 2016

Head HR ÃÛ¶¹ÊÓƵ Switzerland, ÃÛ¶¹ÊÓƵ

2011 – 2012

Global Head HR Corporate Center, ÃÛ¶¹ÊÓƵÌý

2010 – 2011

Visiting Professor, Nanyang Business School, Singapore

2006 – 2011

Department Head of Leadership and Communication, Swiss Military Academy,ÌýETH Zurich

2002 – 2006

Assessment specialist, HR Transformation Manager and Global Lead for Human Capital Management Implementation Group Functions, Credit Suisse, Zurich and New YorkÌý

Education

  • Master of Science (lic. Phil.), Educational Psychology, University of Fribourg
  • PhD in Educational Psychology, University of Fribourg

Other activities and functions

  • Member of the Foundation Board of the ÃÛ¶¹ÊÓƵ Swiss Pension Fund
  • Member of the ÃÛ¶¹ÊÓƵ Center for Economics in Society at the University of Zurich Foundation Council
  • Chairman of the Foundation Board of the Swiss Finance Institute
  • Member of the IMD Foundation Board
  • Adjunct Professor for Leadership and Strategic Human Resource Management, Nanyang Technological University (NTU), Singapore

Chief Financial Officer

Member of the Executive Board since May 2023

Photo of  Naureen Hassan

Todd Tuckner

Nationality:ÌýAmerican (US) |ÌýYear of birth:Ìý1965

Todd Tuckner was appointed to the GEB of ÃÛ¶¹ÊÓƵ Group AG in May 2023 and became Group CFO afterÌýthe acquisition of Credit Suisse Group in June 2023. He was previously CFO and Head Business Performance and Risk Management for our Global Wealth Management business. Mr. Tuckner joined ÃÛ¶¹ÊÓƵ in 2004 after working for KPMG for 17 years and has since held various leadership roles across the Group Finance function. He brings both an in-depth knowledge of ÃÛ¶¹ÊÓƵ as well as experience across multiple areas of finance, including tax, controlling, accounting, reporting, risk management and business advisory.

Professional experience

Professional experience

Years

Role/function

June 2023 - date

Group CFO, ÃÛ¶¹ÊÓƵ Group AG and CFO, ÃÛ¶¹ÊÓƵ AG

2020 – 2023

CFO and Head Business Performance and Risk Management, Global Wealth Management, ÃÛ¶¹ÊÓƵ

2016 – 2021

Group Controller and Chief Accounting Officer, ÃÛ¶¹ÊÓƵÌý

2012 – 2019

Group Finance COO, ÃÛ¶¹ÊÓƵ

2009 – 2012

Group Head Tax & Accounting Policy, ÃÛ¶¹ÊÓƵ

2004 – 2009

Group Head Tax – Americas, ÃÛ¶¹ÊÓƵ

1987 – 2004

Various management positions, KPMG LLP, New York

Education

  • Bachelor’s degree, economics, Princeton University
  • MBA, accounting, New York University

Other activities and functions

  • None

Co-President Investment Bank

Member of theÌýExecutive Board since July 2024

Photo of  Aleksandar Ivanovic

Marco Valla

Nationality:ÌýAmerican (US) |ÌýYear of birth:Ìý1972

Marco VallaÌýbecame Co-President of the Investment Bank in July 2024. Having spent more than 30 years in investment banking, Mr. Valla brings comprehensive and sound experience into the position. He began his career at Credit Suisse First Boston in 1994 as an Investment Banking analyst, before working for Lehman Brothers and Barclays. During his tenure at Barclays, he most recently was the Global Head of TMT and Consumer Retail Investment Banking at Barclays, overseeing the coverage of technology, media, telecommunications, consumer and retail clients and member of the Investment Banking Management Committee. He has held increasingly senior management roles and advised on approximately 300 completed transactions across various industries.

Professional experience

Professional experience

Years

Role/function

July 2024 – date

Co-President of the Investment Bank, ÃÛ¶¹ÊÓƵ Group AG and ÃÛ¶¹ÊÓƵ AG

2023 – June 2024

Co-Head of Global Banking, Investment Banking, ÃÛ¶¹ÊÓƵ

2020 – 2023

Global Head of TMT and Consumer Retail, Investment Banking
Member of the Investment Banking Management Committee, Barclays

2013Ìý–Ìý2019

Global Co-Head of Consumer Retail Group, Investment Banking, Barclays

2008Ìý–Ìý2013

Managing Director, Retail Group, Investment Banking, Barclays

2005Ìý–Ìý2008

Managing Director, Retail Group, Investment Banking, Lehman Brothers

1994Ìý–Ìý2005

Investment Banking, Credit Suisse First Boston

Education

  • BA in Economics and Italian Literature with Honors, University of California, Berkeley

Other activities and functions

  • Member of the Board of Directors of Good Shepherd Services
  • Member of the Board of the Mount Sinai Department of UrologyÌý

Chief Risk Officer

Member of the Executive Board since July 2024

Photo of  Aleksandar Ivanovic

Damian Vogel

Nationality:ÌýSwiss |ÌýYear of birth:Ìý1972Ìý

Damian Vogel was appointed Group Chief Risk Officer in 2024 and is responsible for the development of the Group’s risk management and control framework for various risk categories and implementation of its independent control frameworks. Since joining ÃÛ¶¹ÊÓƵ in 2010, he has held various risk-related leadership roles across Global Wealth Management, Personal & Corporate Banking and region Switzerland before being appointed Chief Risk Officer for Credit Suisse and Group Risk Control Head of Integration in 2023. In his most recent role, he was responsible for the risk control related integration activities, defining its best possible set-up for the combined Group Risk Control function as well as assisting to shape the risk function of the future.

Professional experience

Professional experience

Years

Role/function

July 2024 – date

Group Chief Risk Officer, ÃÛ¶¹ÊÓƵ Group AG and Chief Risk Officer, ÃÛ¶¹ÊÓƵ AG

2023Ìý – June 2024

Chief Risk Officer, Credit Suisse AG

Group Risk Control Head Integration, ÃÛ¶¹ÊÓƵ

2018 – 2023

Chief Risk Officer Global Wealth Management, ÃÛ¶¹ÊÓƵ

2016 – 2018

Chief Risk Officer Personal & Corporate Banking and Region Switzerland, Zurich, ÃÛ¶¹ÊÓƵ

2012 – 2016

Portfolio Underwriter and Head Risk Control Swiss Corporates, Zurich, ÃÛ¶¹ÊÓƵ

2010 – 2011

Project Manager within Chief Risk Officer Wealth Management and Swiss Bank, Zurich, ÃÛ¶¹ÊÓƵ

2009 – 2010

Credit Risk Manager, Credit Risk Management Investment Banking, New York, Credit Suisse

2008 – 2009

Head Structured Lombard Solutions, Credit Risk Management PB, Zurich, Credit Suisse

1999 – 2008

Various management positions in Credit Suisse

Education

  • Bachelor of Science in Business and Administration, Visp
  • Executive Program, Stanford University Graduate School of Business
  • MAS Corporate Finance, University of LucerneÌý

Other activities and functions

  • Member of the Board of ÃÛ¶¹ÊÓƵ Switzerland AG
  • Member of Foundation Board of the International Financial Risk Institute

Latest financial information and Annual General Meeting

View or download our current and archived financial reports.