Profiel
Mr. Deepak Soni is a Chief Executive Officer at UBP Investment Advisors SA. 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. Soni received his Bachelor's degree in Industrial Engineering from North Carolina State University in 1994 and an MBA from Golden Gate University in San Francisco in 2007.
Eerdere bekende functies van Deepak Soni
| Bedrijven | Functie | Einde |
|---|---|---|
UBP Investment Advisors SA
 UBP Investment Advisors SA Investment ManagersFinance Part of H de P SA (Holding de Picciotto), UBP Investment Advisors SA is a Swiss company that provides investment advice. The company is based in Geneva, Switzerland. | Corporate Officer/Principal | 01-01-2021 |
Vontobel Swiss Wealth Advisors AG
 Vontobel Swiss Wealth Advisors AG Investment ManagersFinance Vontobel Swiss Wealth Advisors AG (VSWA) is the wholly-owned wealth management subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Headquartered in Zurich, VSWA was founded in 1924 and provides wealth management solutions for North American clients. | Algemeen Directeur | 15-03-2018 |
Ervaring
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| Bedrijven in privébezit | 2 |
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Vontobel Swiss Wealth Advisors AG
Vontobel Swiss Wealth Advisors AG Investment ManagersFinance Vontobel Swiss Wealth Advisors AG (VSWA) is the wholly-owned wealth management subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Headquartered in Zurich, VSWA was founded in 1924 and provides wealth management solutions for North American clients. | Finance |
UBP Investment Advisors SA
UBP Investment Advisors SA Investment ManagersFinance Part of H de P SA (Holding de Picciotto), UBP Investment Advisors SA is a Swiss company that provides investment advice. The company is based in Geneva, Switzerland. | Finance |
