Beat Egger is a Senior Advisor and brings a wealth of industry knowledge to RML Advisory. He has over 25 years of client experience and has worked for leading Swiss and international banks and asset managers. Beat has a large network in the asset and wealth management industry.
He gained his management and technical expertise during his 16 years with UBS in Switzerland, New York and London, as well as during his 11 years with Julius Baer Investment Fund Services, later with Swiss & Global Asset Management and GAM in Zurich. At UBS, he worked in various management and sales functions, including in New York as Head of Investment Funds, responsible for the distribution of domestic and offshore funds in North and South America. Later, in London, he was responsible for the market development of UBS ETFs in Europe as Head of Sales. At Julius Baer, he was a member of the management committee for Continental Europe, Head of Sales Switzerland and International, and a member of the executive board of the fund management company Swiss & Global Asset Management AG. In this role, Beat took overall responsibility for the institutional and third-party distribution business of Switzerland, Asia, Latin America and Europe (excluding Germany, Italy).
Later, he was the local CEO in Switzerland for a Paris-based investment manager (Tobam). Beat completed his banking apprenticeship at UBS and earned a degree in Business Information Systems at WIS-HWV in Olten. Beat is a graduate of the AMP-HSG program 2013/14 at the University of St. Gallen.