Dr. Juerg Steffen, a Swiss citizen, has over 30 years’ experience in financial services and is widely regarded as a leader in the investment migration industry. After joining the world’s leading investment migration firm Henley & Partners in 2013, Dr. Steffen went on to be appointed Chief Operating Officer (COO) of the group, a position he held for three years before being appointed Chief Executive Officer (CEO) in 2018.
Before joining Henley & Partners, Dr. Steffen was a personal advisor in the family office of one of Europe’s wealthiest families. His prior roles include serving as a member of the Management Board and Head of the Wealth Planning Department of a leading private bank in Austria, and as a Director in the Cross-Border Wealth Planning Department of UBS in Zürich. He also established and developed a private bank operation for one of Switzerland’s leading banks. Dr. Steffen has published definitive books on relocation to Austria and Switzerland for high-net-worth individuals, and he regularly speaks at prominent international conferences. Before joining Henley & Partners, Dr. Steffen was a personal advisor in the family office of one of Europe’s wealthiest families. His prior roles include serving as a member of the Management Board and Head of the Wealth Planning Department of a leading private bank in Austria, and as a Director in the Cross-Border Wealth Planning Department of UBS in Zürich. He also established and developed a private bank operation for one of Switzerland’s leading banks.
Dr. Steffen has published definitive books on relocation to Austria and Switzerland for high-net-worth individuals, and he regularly speaks at prominent international conferences.
