Dr. Juerg Steffen

Dr. Juerg Steffen is the Chief Operating Officer of the group and is based in Austria. Juerg has over 25 years’ experience in the financial services industry. He established and developed a private bank operation for one of the leading banks in Switzerland. Thereafter, he was a director in the cross-border wealth planning department of UBS in Zurich, advising high net worth individuals and key clients in all matters regarding financial, residence and citizenship planning. Before joining Henley & Partners, he was a personal advisor for the members of one of the wealthiest families in Europe, a member of the management board and head of the wealth planning department of a leading private bank in Austria. He wrote and published books about relocating to Switzerland and Austria.

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