Roderik J. P. Strobl

Roderik J. P. Strobl is a senior adviser, wealth manager, group leader and trust researcher. He has experience in advising prime international private and institutional mandates in the respective field of wealth planning, management and development, structuring and other related financial services. His expert knowledge and practical experience ranges from the analysis, proposal development and implementation of standard compliant wealth planning instruments to multi-layered client relationship management services and models in key OECD white-listed jurisdictions. In addition he worked on numerous bank projects related to the introduction of new laws, regulations and bank internal directives.

Roderik formerly worked as a senior adviser at NSF Services Trust reg., Crédit Agriciole Indosuez (Switzerland) AG, Credit Suisse Trust AG and Cititrust (Switzerland) Ltd, amongst others.

Roderik holds a BBA (including business economics, law and tax law) with a major in marketing, an MBA in international marketing, an EMBA in international business and a certification in investment counselling. He has been a full member of STEP since June 2008 and joined the STEP Zurich committee in December 2010, where he currently acts as its chairman since September 2017. Currently, he is working on a study involving Swiss family offices. He coined the expressions ‘digital presence’ and ‘virtual director’ at STEP Zurich.

 

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