Oscar Bartolomei

Oscar Barolomei is the founder and CEO of a Swiss Family Office specialising in wealth structuring, family governance, succession planning and cross-border advisory for entrepreneurs and multigenerational UHNW families across Europe and Latin America. He previously held senior wealth manager and market head roles at major international private banks. A TEP, MCSI and Fellow of the RSA, he has been an expert examiner for the SAQ CWMA certification since 2018 and lectured at IFAGE for eight years. He is also an economiesuisse Ambassador and founder of the LinkedIn group “Family Offices en Suisse”. His commentary has appeared in CNN, Le Temps, Bilan and RankiaPro.

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Oscar Bartolomei is founder and CEO of a Swiss Family Office and a TEP, MCSI and FRSA-accredited adviser to multigenerational UHNW families across Europe and Latin America.