Mr Jakob Schroeter

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

100 Crescent Court
Suite 400
United States of America

Telephone: +1-415-645-3798
Practice Areas: Family office, Investment, Private banking, International client, Succession planning
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Banker / Financial Planner / Wealth Management / Client Relations/Marketing/Sales
UBS Financial Services
STEP Texas
Texas Branch Committee
Special Interest Groups:
Business Families | Contentious Trusts and Estates | Cross-Border Estates | International Client | Philanthropy Advisors

Jakob serves as Vice President of Private Wealth Management at UBS International Division catering to the unique needs of UHNW individuals. He is a trusted Senior Wealth Management Advisor and is dedicated to the specific needs of US and international investors. He advises a select group of ultra high-net worth individuals, families, entrepreneurs and foundations by providing tailored financial solutions.

Jakob has more than 13 years of experience in Wealth Management and Investment Banking with executives from the US, Switzerland and Europe. Prior to joining UBS Financial Services, Jakob worked at Vontobel Swiss Wealth Advisors Ltd, BNP Paribas CIB, UBS Investment Bank and Citigroup Global Markets, advising UHNWi and providing Structured Solutions to Institutional clients.

Jakob received his BSc (Bachelor of Science) in International Economics & Business from the University of Groningen, before receiving his MSc (Master of Science) in Econometrics with a specialization in Quantitative Finance from Erasmus University Rotterdam, the Netherlands. He also received a Certificate in Management from the Southern Methodist University - Cox School of Business and is a Trusted Estate Practitioner (TEP) and Full Member of the Society of Trust and Estate Practitioners (STEP).

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