Peter Schmid

Managing Partner, iamdix.com LLC

Peter is a seasoned banker with more than 30 years of working experience in Zurich, New York, London and Tokyo. He held various leadership positions both in Investment Banking and in Wealth Management. His primary focus was on suitable investment solutions for private clients where he was responsible for the development, distribution and life-cycle management of such solutions.

 

Peter now provides his vast experience to the broader financial services industry with his consulting and software development business. He promotes a rigorous focus shift from service provider relevance to customer relevance. It is clear to him that a financial incentives-driven sales culture must change into a differentiating ethical culture with customer protection at the heart.

 

He completed the UBS Master in Wealth Management program and holds a Master of Advanced Studies (MAS) in Finance from the University of Berne and a Master in Science (MS) in Wealth Management from the Simon Business School of the University of Rochester. Peter also holds a Master of Advanced Studies (MAE) in Applied Ethics from the University of Zurich. He attended the Executive Development Program of the Wharton School, University of Pennsylvania. Peter is an alumnus of the Swiss Finance Institute and member of the Swiss Risk Association and of the think tank Female Shift.

Scroll Up
Social Share Buttons and Icons powered by Ultimatelysocial
Twitter
YouTube
YouTube
LinkedIn