Verified recordFinancial Services

Jan Hugelshofer

Product Specialist Cic Cash Management Task Force at Ubs

Based in Zurich, Switzerland

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Seniority

Staff

Department

Finance & Accounting

Location

Zurich

Industry

Financial Services

Company size

118K

Contact information

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Email

1 credit

j•••••••@ubs.com

Phone

5 credits

+41 ••• •••• ••••

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Background

About Jan Hugelshofer

With many years of hands-on experience in client-facing roles, I have successfully advised and supported Swiss corporate clients, institutional investors (such as pension funds, foundations, and family offices), and demanding private clients, including U/HNWIs. • Expertise in cash management and connectivity solutions for corporate clients, including EBICS connectivity, payment formats, direct debit, liquidity management, and third-party multibanking. • Extensive expertise in asset & wealth management, including portfolio construction, product selection, tactical asset allocation, risk management and research.

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