Rolf Aeberhard, lic.iur. HSG

Part­ner

Expertise

As a Found­ing Part­ner of Ave­laLaw, Rolf brings in more than 25 years of expe­ri­ence in the finan­cial ser­vices indus­try, which he has gained through var­i­ous roles with lead­ing play­ers in insur­ance, asset man­age­ment and bank­ing in Switzer­land, UK and Italy.

In his career, Rolf has devel­oped into an inter­dis­ci­pli­nary solu­tion provider, cov­er­ing the inter­faces between legal & reg­u­la­to­ry, IT & oper­a­tions, sales, port­fo­lio man­age­ment and risk man­age­ment. Besides his broad and in-depth knowl­edge about all func­tion­al process­es of finan­cial ser­vice providers, his exper­tise lies in val­ue chain and out­sourc­ing man­age­ment and in the prac­ti­cal imple­men­ta­tion of reg­u­la­to­ry require­ments into oper­a­tional dai­ly work­flows and processes.

After many years in oper­a­tions and project man­age­ment, Rolf has served as an exec­u­tive board mem­ber, COO, and CEO for more than 10 years with prac­ti­cal dai­ly expo­sure towards audi­tors, domes­tic (FIN­MA) and inter­na­tion­al regulators.

Apart from his oper­a­tional roles, he always accept­ed lead­er­ship in var­i­ous change man­age­ment process­es and cor­po­rate devel­op­ment projects. In his last assign­ment before join­ing Ave­laLaw, Rolf was suc­cess­ful­ly man­ag­ing and clos­ing a glob­al AML / KYC project for one of Switzerland’s largest Pri­vate Banks.

  • Found­ing Part­ner Ave­laLaw AG, Zurich
  • AML / KYC Pro­gramme Man­ag­er Project «ATLAS», Bank Julius Baer, Zurich
  • CEO, GAM Invest­ment Man­age­ment (Switzer­land) Ltd., Zurich
  • Head Oper­a­tions / COO, Swiss & Glob­al Asset Man­age­ment Ltd., Zurich
  • Head Fund Admin­is­tra­tion / Data Man­age­ment & Mid­dle Office, Julius Baer Asset Man­age­ment Ltd., Zurich
  • Head QM Fund Dis­tri­b­u­tion, Julius Baer Invest­ment Funds Ser­vices Ltd, Zurich / Milan
  • Project Man­ag­er / Cor­po­rate Devel­op­ment, Win­terthur Insur­ance Group, Win­terthur / Milan / London
  • Not admit­ted to the bar
  • Lic.iur. HSG (Mas­ter of Arts in Law HSG), Uni­ver­si­ty of St. Gallen, 1995
  • Inter­na­tion­al Fund Offi­cer FA, 2011
  • Ger­man
  • Eng­lish
  • Ital­ian