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Bilal Jusufi

Bilal Jusufi

Partner

Bilal Jusufi has more than 20 years of experience in finance and banking. He began his professional career at UBS AG, where he worked in various areas of private client services and most recently was responsible for independent asset managers. These roles gave him an early broad understanding of client needs, financial markets and the requirements of professional wealth management. He deepened his professional and academic foundation through studies at the Zurich University of Applied Sciences and targeted further training in asset management before making the move from the large bank to Lakefield Partners. As a partner, he values the combination of entrepreneurial responsibility, strategic management and operational execution. He is fascinated by the versatility of wealth management and the great relevance this work has for clients. His strength lies in structuring complex issues, bringing different perspectives together and developing clear, sustainable solutions.

Languages

  • German
  • English
  • Albanian
We turn complex issues into stable, sustainable solutions and thereby safeguard our clients' assets.

Work Experience

  • 2015 – Today Partner at Lakefield Partners AG
  • 2012 – 2015 Financial Intermediaries Desk at UBS AG
  • 2010 – 2012 Client Advisor for Private Clients at UBS AG
  • 2008 – 2010 UBS JUNA Private Clients trainee development program at UBS AG
  • 2006 – 2008 Banking and finance training for high school graduates at UBS AG

Education

  • 2013 – 2015 Zurich University of Applied Sciences (Master of Advanced Studies ZFH in Banking & Finance)
  • 2011 – 2013 AZEK Swiss Training Center for Investment Professionals (Certified International Wealth Manager CIWM, Swiss Federal Diploma in Finance and Investment Expert)