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  • A DBAR Journey Experience: The joy and Challenges of Different Stages in the Journey

A DBAR Journey Experience: The joy and Challenges of Different Stages in the Journey

Presented by Dr Roderik J. P. Strobl, BBA, EMBA, MBA, TEP

Date: 21 May 2021
Time: 3:00 PM - 4:00 PM
Venue: Online via Zoom
Contact: For more information, please contact the Associate Head - Research.
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School of Business Seminar

Presenter Profile/Background
 
Dr Roderik J. P. Strobl, BBA, EMBA, MBA, TEP, has successfully worked in the Swiss financial services industry for over 25 years as a senior wealth manager, team leader, family office adviser at major banks such as CredIt Suisse and Credit Agricole and as a trust researcher. He has experience in advising wealthy private and institutional clients in wealth planning, change management, business development and other related strategic fields commonly needed in the financial services industry: He advises in German, English, French and Italian. 
 
His expert knowledge ranges from the analysis, proposal and implementation of standard compliant wealth planning instruments to multi-layered client relationship management services. Roderik was in various leading teams of important bank projects involving the reconciliation of private client issues. After completing his doctoral thesis on the key factors that influence trust in a Swiss family office banking relationship in 2020, supervised by Associate Professor Eric Ng and Dr Stefan Kueenzi at USQ, he founded Keyfactors LLC, a company specialised in providing advice to private and institutional clients on improving their client relationships and team dynamics by using trust-based key performance indicators. He currently works as a senior relationship manager for key clients at Leo Trust Switzerland AG in Zurich. Roderik is an accredited full member of IFPI, STEP, SUISA and Treuhand Suisse.

Zoom link: https://usq.zoom.us/j/83165648074

Accompanying slides PDF 57GB.