Dr Roderik J. P. Strobl is the managing director of Leo Trust Switzerland AG and an empirical trust researcher in the Swiss financial sector. He was appointed director of Leo Trust Lugano in July 2022. Roderik is experienced in advising wealthy private and institutional clients in the respective field of wealth management, corporate strategy, knowledge and business management, 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 led and co-led numerous bank projects related to the introduction of new banking regulations and leads current working groups such as the Swiss Lex Trust group, 1st revision CRS group and GDPR working group at STEP Zurich.

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 was 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. Roderik publishes regularly in journals.

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