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Adviser dossier · Wealth managers & private bankers

Yulia Nissler

Managing Director, EFG Private Bank (Zurich)
Part of a group Switzerland
1
Distinction listed
Profile

Yulia Nissler is a Managing Director at EFG International's Zurich office, where she advises UHNW European clients on investment strategies, wealth planning, and global structuring. She deliberately maintains fewer than 20 client relationships to ensure genuine service quality, and her approach is defined by a mindset focused on long-term relationships.

Her work increasingly centres on intergenerational wealth transfer and legacy preservation. She maintains close relationships with both wealth creators and their children, viewing her role as ensuring wealth is managed and maintained through each generation. She joined EFG having previously been a Managing Director at Credit Suisse.

Specialisms
Recognition
Spear's 500 Wealth Managers Switzerland Index 2026 — Recommended View source ↗