Rolf Roetheli brings over 40 years of experience in the banking and international insurance industries, having held numerous senior management and executive positions. Throughout his career, he has developed deep expertise in insurance-based wealth structuring, with a particular focus on life insurance solutions used in international private banking and cross-border wealth planning.
Rolf began his career at Merrill Lynch in 1985 before joining UBS AG in Zurich, where he became a recognized expert in the private banking sector. During his time at UBS, he was responsible for the development and advisory of special products for ultra-high-net-worth clients. He played a pioneering role in introducing insurance-based structures to the Swiss private banking industry and was instrumental in establishing and directing several insurance companies and platforms serving international clients.
In 2009, Rolf joined Julius Baer Group as Managing Director, a position he held until 2020. During this period, he built and led the bank’s global partner network for special products and oversaw the development of insurance solutions within the bank’s product offering. His work focused particularly on integrating life insurance and Private Placement Life Insurance (PPLI) structures into international wealth management strategies for sophisticated clients.