Igor Cataldo
Client Advisor Wealth Management at UBS | Aarau, Aargau, Switzerland
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Igor Cataldo currently serves as a Client Advisor in Wealth Management at UBS, where he leverages his extensive expertise to deliver tailored financial solutions to high-net-worth individuals. In his role, Igor is responsible for developing and maintaining strong client relationships, understanding their unique financial goals, and providing comprehensive investment advice that aligns with their long-term objectives. His deep knowledge of Anlageberatung (investment advisory), Finanzanalyse (financial analysis), and persönliche Finanzplanung (personal financial planning) enables him to craft customized strategies that optimize wealth growth and preservation.
At UBS, Igor has been instrumental in managing complex portfolios, integrating a holistic approach that considers asset allocation, risk management, and estate planning. His proficiency in Hypothekenkredite (mortgage loans) and Erbrecht (inheritance law) further enhances his ability to offer clients well-rounded financial guidance, ensuring their assets are protected and efficiently transferred across generations. Igor’s expertise in these areas allows him to navigate the intricacies of wealth structuring, providing clients with peace of mind and confidence in their financial future.
Throughout his career, including his previous role as a Private Banking Relationship Manager at Credit Suisse’s HNWI Team in Aarau, Igor has demonstrated a strong commitment to delivering personalized service and innovative solutions. His industry-specific skills and client-centric approach position him as a trusted advisor in the competitive landscape of Swiss private banking. By continuously staying abreast of market trends and regulatory changes, Igor ensures his clients benefit from strategic insights and proactive financial planning, ultimately helping them achieve their wealth management goals with confidence.
Client Advisor Wealth Management at UBS in July 2024 to Present
HNWI Relationship Manager at Credit Suisse in December 2022 to August 2024
Affluent Relationship Manager at Credit Suisse in January 2020 to December 2022
Junior Relationship Manager at Credit Suisse in April 2017 to December 2019
Relationship Manager Assistant at Credit Suisse in January 2016 to March 2017
Schalterpersonal at Credit Suisse in August 2015 to December 2015
Young Talent at Credit Suisse in August 2012 to July 2015
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SAQ - Swiss Association for Quality, July 2026
University of Applied Sciences and Arts Northwestern Switzerland FHNW, Bachelor of Science - BS, July 2026
Berufsbildungszentrum Olten, July 2026
CYP, July 2026
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Anlageberatung
Finanzanalyse
Persönliche Finanzplanung
Hypothekenkredite
Erbrecht
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Discover more about UBSWhat is Igor Cataldo email address?
Email Igor Cataldo at [email protected]. This email is the most updated Igor Cataldo's email found in 2026.
How to contact Igor Cataldo?
To contact Igor Cataldo send an email to [email protected]. (updated on April 11, 2025)
What company does Igor Cataldo work for?
Igor Cataldo works for UBS
What is Igor Cataldo's role at UBS?
Igor Cataldo is Client Advisor Wealth Management
What is Igor Cataldo's Phone Number?
Igor Cataldo's phone (**) *** *** 447
What industry does Igor Cataldo work in?
Igor Cataldo works in the Banking industry.
Igor Cataldo Email Addresses
Igor Cataldo Phone Numbers
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