Juerg Steffen IMCM

Chief Operating Officer, Henley & Partners, Vienna

Dr. Juerg is the Chief Operating Officer of Henley & Partners, the global leader in residence and citizenship planning. Juerg has over 25 years’ experience in the financial services industry. He established and developed a private bank operation for one of the leading banks in Switzerland. Thereafter, he was a director in the cross-border wealth planning department of UBS in Zurich, advising high net worth individuals and key clients in all matters regarding financial, residence and citizenship planning. Before joining Henley & Partners, he was a personal advisor for the members of one of the wealthiest families in Europe, a member of the management board and head of the wealth planning department of a leading private bank in Austria. He wrote and published books about relocating to Switzerland and Austria.

 
 

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