Kevin Weber

Professional Overview

Kevin Weber is an accomplished and versatile business leader with extensive experience in the financial services industry. As the Chief Executive Officer of Univest Family Office and serving in key roles at Bär & Co. and the Ursula Ströher Stiftung, he has demonstrated his ability to drive strategic growth, foster client relationships, and provide innovative wealth management solutions.

Experience Summary

Current Roles

CEO, Univest Family Office (2017-01-01 to Present)

• Responsible for the overall strategic direction and operational management of the family office, overseeing a team of wealth management professionals

• Developed and implemented successful client acquisition strategies, leading to a significant expansion of the firm's client base and assets under management

• Introduced innovative wealth planning and investment solutions, tailored to the unique needs of ultra-high-net-worth families

Geschäftsführer, Bär & Co. (2019-12-01 to Present)

• Serves as the Managing Director, responsible for the overall leadership and strategic direction of the boutique advisory firm

• Leverages deep industry expertise to provide high-level financial and investment advisory services to a select clientele of private and institutional investors

Sekretär, Ursula Ströher Stiftung (2019-05-01 to Present)

• Serves as the Secretary, providing strategic guidance and oversight to the charitable foundation's philanthropic initiatives and grant-making activities

Career Progression

Managing Director, Univest Family Office (2011-01-01 to 2016-12-01)

• Played a key role in the growth and development of the family office, expanding the firm's service offerings and client base

• Established strong relationships with ultra-high-net-worth individuals and families, delivering tailored wealth management solutions

Relationship Manager, Wegelin & Co. Private Bankers (2008-01-01 to 2011-01-01)

• Managed a portfolio of high-net-worth private banking clients, providing comprehensive wealth management services

Academic Background

• Master's Degree in Business Administration, University of Basel

Areas of Expertise

• Family office management and strategic advisory

• Wealth planning and investment management for ultra-high-net-worth individuals and families

• Financial advisory and client relationship management

• Philanthropic and foundation management

Professional Impact

• Instrumental in driving the growth and expansion of Univest Family Office, resulting in a significant increase in assets under management and client base

• Recognized as a thought leader in the family office and private wealth management industry, frequently invited to speak at industry events and conferences

• Leveraged his expertise to provide strategic guidance and oversight to the Ursula Ströher Stiftung, a prominent charitable foundation, in its philanthropic endeavors

Conclusion

With his proven track record of leadership, client service excellence, and innovative wealth management solutions, Kevin Weber is well-positioned to continue driving success in his current roles and further cementing his reputation as a respected authority in the financial services industry.