Senior Mandate Manager / Member of the Management Team
Adrian Wernli has been a Senior Mandate Manager and a member of our company's front team since May 2017. Values such as trust, reliability and treating others as partners are important to him.
After completing his commercial training, Adrian Wernli successfully worked in field sales at Basler Versicherung for 10 years. During this time, he acquired the IAF diploma in financial consulting and the federal certificate of proficiency in financial planning parallel to his professional duties. He then worked as a mandate manager at a Swiss broker for 3 years.
- CAS Occupational Benefits Plans (HSG)
- Financial planner with federal certificate of proficiency
- IAF diploma in financial consulting