Arthur Fleck

Private Wealth Manager · Zurich
Bahnhofstrasse 7, 8001 Zurich· +41 55 555 04 12· a.fleck@example.com· fleck-advisory.example.com

Profile

I advise 40 families on a discretionary book of CHF 1.2 billion, built over 15 years without a single cold call. My practice covers portfolio construction, cross-border structuring, and succession planning across three generations. Client retention has held at 97% since 2016. I do not advertise; my clients prefer it that way.

Engagements

Senior Private Wealth Manager · Hofmann & Reusser Privatbank
2016 – Present
Zurich · Ultra-high-net-worth desk
  • Grew a discretionary book from CHF 340M to CHF 1.2B across 40 family relationships, with net new money averaging CHF 85M per year.
  • Led succession planning for 12 families, moving CHF 410M into next-generation structures with zero relationship attrition.
  • Chair the desk's investment committee for balanced mandates; composite returned 5.8% annualised net over the trailing 8 years.
Portfolio Manager, Private Clients · Bergwald Kantonal Asset Management
2011 – 2016
Zurich · Discretionary mandates
  • Managed CHF 220M in balanced and fixed-income mandates for 60 client households.
  • Rebuilt the desk's bond ladder methodology after 2011; reduced average portfolio drawdown in 2015 to 3.1% against a peer median of 5.4%.
Analyst, Wealth Planning · Meridian Fiduciaire SA
2009 – 2011
Geneva
  • Prepared cross-border tax and reporting analyses for 25 relationship managers covering clients in 9 jurisdictions.

Credentials

  • CFA Charterholder CFA Institute · 2013
  • MSc Banking & Finance University of St. Gallen · 2009
  • BA Economics University of Geneva · 2007

Particulars

  • Languages English, German, French · fluent
  • Regulatory SAQ Certified Wealth Management Advisor
  • Committees Member, Zurich Private Banking Circle, since 2018

Approach

Capital preservation first, then compounding. Fee schedule disclosed in full at the first meeting. References available from clients of 10 years or longer, on request and with their consent.

Zurich · By appointment