Client Advisory Partner
René Marty has served various US SEC-registered Investment Advisors as their CEO, specialized in the field of investment advisory and asset management of US-persons. Mr Marty has been associated with BFI since 2022.
After his return to Switzerland from Toronto, Canada in the late 90ties, he held several leading positions for client advisor teams before he became CEO of UBS Swiss Financial Advisers AG (UBS-SFA) in 2009, a SEC registered investment adviser that provides multi-currency, multi-asset investment portfolios to US clients for international and jurisdictional investment diversification to thousands of US clients with multi-billion Assets under management.
Among many educational positions, his participation in the Global Advanced Management Program at Northwestern University/Kellogg Business School and his Bachelor of Business Administration at the Kaderschule Zurich (KSZ) are noteworthy. René is also a certified Wealth Management Advisor (CWMA) by SAQ (Swiss Association for Quality).