Wealth Planning Manager Germany
Andreas joined Lombard in 2017 as a Wealth Planning Manager focusing on the German market. He has more than 12 years’ experience in the financial services industry and worked for international banks and family offices. Prior to joining Lombard International, Andreas was Director of Wealth Planning at Julius Baer’s European hub in Luxembourg.
He is a qualified banker and holds degrees in International Business, Diplom-Betriebswirt, from UAS Trier and an LL.M. degree in business and tax law from RUB Bochum. His credentials include certification as a Private Equity Advisor by the EBS Oestrich-Winkel and authorization to act as a board member for regulated fund structures by the Commission de Surveillance du Secteur Financier. Additionally, he is a qualified agent for insurance under the supervision of the Commissariat aux Assurances.