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
President of theÌýExecutive Board
Member of theÌýExecutive Board from 2011 to 2020 and since April 2023
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 | ||
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
Co-President Investment Bank
Member of theÌýExecutive Board since July 2024
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
Integration Officer
Member of the Executive Board since May 2023
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
Chief Operations and Technology Officer
Member of the Executive Board since 2021
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
President Asset Management
Member of the Executive Board since March 2024
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
President ÃÛ¶¹ÊÓƵ Americas and Co-President Global Wealth Management
Member of the Executive Board since 2018
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
Co-President Global Wealth ManagementÌýand President ÃÛ¶¹ÊÓƵ Asia Pacific
Member of the Executive Board since 2019
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
General Counsel
Member of the Executive Board since 2021
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
Head Non-Core and Legacy and President ÃÛ¶¹ÊÓƵÌýEurope, Middle East and Africa
Member of the Executive Board since 2023
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
Chief Compliance and Governance Officer
Member of the Executive Board since 2018
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
Head Human Resources & Corporate Services
Member of the Executive Board since May 2023
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
Chief Financial Officer
Member of the Executive Board since May 2023
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
Co-President Investment Bank
Member of theÌýExecutive Board since July 2024
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 | ||
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
Chief Risk Officer
Member of the Executive Board since July 2024
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
Latest financial information and Annual General Meeting