Dr Roderik J. P. Strobl

Dr Roderik J. P. Strobl is a Relationship Manager Key Clients at Leo Trust Switzerland AG and an empirical trust researcher in the Swiss financial sector. He is experienced in advising wealthy private and institutional clients in the respective field of wealth management, corporate strategy, knowledge management, business development, structuring and other related financial services such as cryptocurrencies. His expert knowledge includes the fiscal and legal analysis, proposal and implementation of bespoke compliant wealth structuring instruments to multi-layered client relationship management services for family offices and models in key OECD white-listed jurisdictions. He has worked on numerous bank projects related to the introduction new regulations, bank directives and leads current working groups such as the Swiss 1st revision CRS group and GDPR working group at STEP.

He 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, a DBA/PhD in business administration and empirical trust research 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. He coined the expressions ‘digital presence’ and ‘virtual director’ at STEP Zurich. For 2020/2021, he has been appointed as the Chairman of Verein STEP and Secretary of the Swiss and Liechtenstein STEP Federation (SLSF). Roderik formerly worked, inter alia, as a senior adviser and manager at Crédit Agriciole Indosuez (Switzerland) AG, Credit Suisse Trust AG and Cititrust (Switzerland) Ltd.

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