UBP IAS owes a fiduciary duty to act in the best interest of its clients. The entire UBP IAS team is made of professionals who place the clients at the center of their activities. The team is made of highly experienced financial advisors and experts.
Mr. Soni is UBP IAS’s Chief Executive Officer (CEO). He has over 19 years of financial services experience. Prior to joining UBP IAS in June 2018, Mr. Soni served as CEO for Vontobel Swiss Wealth Advisors AG (VSWA) from 2012 until 2018. He joined VSWA in 2010 and served as Head of Wealth Management until 2012, then served as CEO for VSWA. From September 2008 to August 2010, Mr. Soni worked as Director for Credit Suisse Private Advisors AG in Business Development. He also served as Director of Business Development for UBS Swiss Financial Advisors AG in 2008. Prior to arriving in Switzerland, he worked for Citigroup in New York and San Francisco in Business Development from 1999 until 2008.
Mr. Cullen is UBP IAS’s Head of Legal and Compliance and Chief Compliance Officer and joined UBP IAS in October 2018. Prior to joining UBP IAS, Mr. Cullen was an attorney in private practice serving as a partner in the boutique U.S. international tax law firm Sharp Partners P.A. based in Zurich, Switzerland from November 2016 until May 2018. Before rejoining Sharp Partners PA in 2016, he served as a Senior Associate Attorney focusing on U.S. tax and wealth planning with Withers, LLP based in Zurich from May 2015 through September 2016, and as both an associate attorney and a partner with Sharp Partners P.A. (formerly Sharp Kemm PA) based in the Tampa, Florida and Zurich, Switzerland from May 2008 through January 2015. Mr. Cullen is a licensed attorney and a member of The Florida Bar.
Mr. Dommart is UBP IAS’s Head of Business Development and Monitoring. He joined UBP IAS in December 2015. He is an experienced Manager in the private banking, investment bank and retail-banking sector. Mr. Dommart has expertise on change management as a project manager or team lead in Regulatory, Compliance, Tax and Risk Management. He is a Certified Compliance officer regarding Swiss regulations. Mr. Dommart has been employed by Union Bancaire Privée, Switzerland since Sept 2013 and has held the positions of Head of IT Change for Tax, Risk, Finance, Regulatory Compliance, Treasury and Trading; Head of IT migration for Asian branches and Group IT Domain Manager for Tax, Risk Finance, Regulatory and Compliance. Prior to this experience, Mr. Dommart was employed by Banque Cantonale Vaudoise, Switzerland from January 2006 to August 2013, where he held the positions of Project Manager for regulatory and compliance reforms and Head of Operational Risk Management and Internal Controls. From January 1999 to December 2005, Mr. Dommart was a business and management consultant in France. He was employed by Capgemini Ernst & Young and Eurogroup Consulting. Mr. Dommart previously worked as a trader in capital markets. He was a Junior Trader and Client Relationship Manager at Banque Paribas, Africa and France from June 1992 to December1995. Mr. Dommart was employed as a Senior Trader in the Capital Markets group at COMMERZ Financial Products, France from January 1996 to January 1998. He was a Head Trader in the Capital Markets group at NIKKO Financial Products, UK from January 1998 to January 1999.
Mrs. Weber Sauser joined UBP IAS in October 2018 as a Senior Investment Manager. She has over 30 years of financial services experience and has been working throughout this time in investment management for private and institutional investors. Prior to joining UBP IAS, Mrs. Weber Sauser served as Chief Investment Officer for Vontobel Swiss Wealth Advisors AG. Before this she was Head of Asset Management & Investment Process at Falcon Private Bank (formerly AIG Private Bank). Prior to this experience Mrs. Weber Sauser worked as Senior Portfolio and Fund Manager for Credit Suisse Asset Management, Swiss Life Fund Master AG, Banque Edouard Constant, Bank Vontobel and Swiss Bank Corporation, where she started her carrier in 1988. She is a lecturer in banking & finance and fellow at the University of Applied Sciences, Zurich.
Mr. Lakiotis is employed by UBP IAS as a Senior Investment Manager. He began his career in 2005 as a Data Processing Specialist at Lloyds TSB Bank Plc. He was promoted to Fund Analyst in 2008 and to Senior Portfolio Analyst in 2010. Mr. Lakiotis joined UBP IAS in November 2014 as a Portfolio Manager and was promoted to Senior Portfolio Manager in April 2018. The title for his role changed to Senior Investment Manager in March 2019.
Ms. Stückler joined UBP IAS in February 2019 as a Senior Investment Manager. She has over 18 years’ experience in the financial industry. Ms. Stückler served as Senior Portfolio Manager and Investment Strategist with several banks. Prior to joining UBP IAS, she worked for Habib Bank Zurich from November 2011 to January 2019 as leading equity expert in the Portfolio Management and Research Department. She also served as Senior Fund Manager with Clariden Leu Asset Management from September 2008 until October 2011 where she managed different equity strategies. Before that, she was with VZ Vermögenszentrum in Zurich (March 2004 until August 2008) where she managed a global equity strategy and held a Senior Financial Analyst Position. Prior to arriving in Switzerland, she held junior positions with Constantia Privatbank and Siemens Fin4Cast in Vienna, Austria as well as a research position with the University of Vienna.
Mr. Frick joined UBP IAS in July 2018 as a Senior Relationship Manager. He has worked for various SEC registered investment advisers since July 2012. Prior to joining UBP IAS, he worked for Pictet North America Advisors as Relationship Manager from July 2014 until June 2018. In addition, he served as a Relationship Manager at Kaiser Partner Financial Advisors from July 2012 until June 2014, and between 2008 and 2011 he held various positions with BSI AG, beginning with an internship in 2008 with promotion to Assistant Relationship Manager in 2010 and Relationship Manager in 2011.
Mr. Almog Joined UBP IAS in April 2018 as Business Manager. Prior to joining UBP IAS, he worked for J.P. Morgan Private Bank Suisse where he held several positions in the Product & Strategy Development field between April 2015 & February 2018. In addition to this, he has an experience in the Asset Management industry where he held positions of Analyst and Sales for Asset Managers in France between 2012 and 2014. Mr. Almog has spent several years in North America and holds a B.A degree from University of Montreal, Canada.
Ms. Mast joined UBP IAS in August 2018 as an Executive Assistant. She has worked for various SEC registered investment advisers since January 2012. Prior to joining UBP IAS, she worked for Vontobel Swiss Wealth Advisors AG from October 2014 through July 2018, first as an assistant supporting a relationship manager (October 2014 through September 2017), and then as an Executive Assistant supporting the CEO and COO (from October 2017 until July 2018). Prior to this experience, she worked as a Wealth Management Assistant at UBS Swiss Financial Advisers AG from January 2012 until September 2014.
Important disclosures UBP IAS is an SEC-registered investment advisor with offices in Zurich and Geneva. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. UBP IAS offers a broad range of investment advisory and wealth management products and services. For a description of our services and fees, please refer to our Form ADV Part 2 Brochure available through the SEC’s website at www.adviserinfo.sec.gov, or contact your advisor for additional information.
The information presented is solely for informational purposes and does not constitute an advertisement, investment advice, research, or a recommendation to pursue a particular strategy or offer to purchase or sell any securities, funds, commodities or other products, nor does it include all the relevant information an investor may wish to consider in making investment decisions. Any strategies or investments discussed do not constitute personalised investment advice, may not be suitable for all investors, do not take into consideration an investor’s specific investment objectives or risk tolerance, and may not be available in all states, countries or jurisdictions. We transact business only in jurisdictions where we are registered, or excluded or exempted from registration.