Profil
Mr. Ivo Roos is a Relationship Manager & Partner at Valterna AG.
He joined the firm in June 2012.
From 2013 to 2023 he was the CEO of Valterna AG
From 2000 to 2012 he was working at Credit Suisse AG.
There, he was responsible for the set-up of a private banking unit for entrepreneurs and executives.
From 1989 to 2000 he was working in the Private Banking department of Luzerner Kantonalbank.
He is a Swiss-certified banking expert with Federal Diploma, a financial planner, and holds a Master of Advanced Studies in Private Banking & Wealth Management from the Lucerne University of Applied Sciences and Arts.
He completed studies in mathematics, financial mathematics, and statistics.
He also finished a course in SME at the University of St. Gallen.
Postes actifs de Ivo Roos
| Sociétés | Poste | Début |
|---|---|---|
Valterna AG
 Valterna AG Investment ManagersFinance Asset Management Partners AG provides investment advice. The private company is based in Baar, Switzerland. The Swiss company was founded in 1996. Ivo Roos has been the CEO of the company since 2012. Asset Management Partners was acquired by Asset Management Partners/Management/ from Partners Group Holding AG. | Directeur/Membre du Conseil | 01/07/2023 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Valterna AG
Valterna AG Investment ManagersFinance Asset Management Partners AG provides investment advice. The private company is based in Baar, Switzerland. The Swiss company was founded in 1996. Ivo Roos has been the CEO of the company since 2012. Asset Management Partners was acquired by Asset Management Partners/Management/ from Partners Group Holding AG. | Finance |
