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Reto Frei

Investor

Senior Partner at Helvetic Trust AG

Zurich, Switzerland

Find your path to Reto

523 people in our graph share verified history with Reto — schools, employers, funds. One of them is your warm intro.

Jen WangunlockedReto: together at UBS (2016)
×7Reto: together at Credit Suisse
×4Reto: together at UBS

About

Reto Frei joins Helvetic Trust's multi-family-office team as Senior Partner. He has over 15 years of private banking experience, previously worked as a relationship manager for family offices at UBS and Credit Suisse, and since 2018 served as CFO of an owner-led Swiss single family office overseeing investments in real estate, private equity and listed companies. He holds a CIIA designation and a bachelor's in business economics.

Experience

  1. Helvetic TrustSenior Partnercurrent2026 — present
  2. SAYANO Family Office AGChief Financial Officer2018 — 2026Schweiz
  3. Credit SuisseSenior Relationship Manager UHNWI2016 — 2018Zürich und Umgebung, Schweiz
  4. UBSClient Advisor WM Global Family Office (GFO)2013 — 2016Zürich und Umgebung, Schweiz
  5. UBSGraduate Talent Program (GTP)2011 — 2013Zürich und Umgebung, Schweiz
  6. Raiffeisen SchweizAssistent des Niederlassungsleiters2005 — 2007Basel und Umgebung, Schweiz
  7. Raiffeisen SchweizBanklehre zum Bankkaufmann2002 — 2005Basel und Umgebung, Schweiz

Frequently asked questions

Who is Reto Frei?
Reto Frei joins Helvetic Trust's multi-family-office team as Senior Partner. He has over 15 years of private banking experience, previously worked as a relationship manager for family offices at UBS and Credit Suisse, and since 2018 served as CFO of an owner-led Swiss single family office overseeing investments in real estate, private equity and listed companies. He holds a CIIA designation and a bachelor's in business economics.
Where does Reto Frei work?
Reto Frei is Senior Partner at Helvetic Trust AG.
Where did Reto Frei go to school?
Reto Frei studied at Certified International Investment Analyst (CIIA); Bachelor of Science in Business Administration.

Shared employers