Igor Cataldo Email & Phone Number

Igor Cataldo

Client Advisor Wealth Management at UBS | Aarau, Aargau, Switzerland

Igor Cataldo Socials
About Igor Cataldo

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.

Igor Cataldo Work
1 experience icon

Client Advisor Wealth Management at UBS in July 2024 to Present

2 experience icon

HNWI Relationship Manager at Credit Suisse in December 2022 to August 2024

3 experience icon

Affluent Relationship Manager at Credit Suisse in January 2020 to December 2022

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Igor Cataldo Education

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

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Igor Cataldo Skills

Anlageberatung

Finanzanalyse

Persönliche Finanzplanung

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About Igor Cataldo's Current Company
Frequently Asked Questions about Igor Cataldo

What 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

Email Igor Cataldo at [email protected]. This email is the most updated Igor Cataldo's email found in 2026.

Igor Cataldo Phone Numbers

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