Chris Fluri has more than 25 years of banking experience, particularly in serving ultra-high-net-worth individuals and family offices. His many years in key positions at renowned institutions such as JP Morgan, Credit Suisse and UBS, including several years in Asia, form the foundation of his proven market expertise. Since January 2025, he has brought this extensive experience in global wealth management to Lakefield Partners.
In this agile environment, he especially values the opportunity to guide his clients authentically and free from external directives across the full spectrum of wealth management. His focus is on complex portfolio structuring, ranging from traditional investments to hedge funds and private equity. The flat hierarchies, direct exchanges on equal footing and lived transparency provide the ideal framework for implementing tailored solutions for his Swiss and international mandates in a timely manner.
Languages
- German
- English
I guide my clients to the best solutions—independent and transparent.
Work Experience
- 2025 – Today Director at Lakefield Partners AG
- 2019 – 2024 UHNW / GFIW Switzerland Relationship Manager, Executive Director at UBS AG in Zurich
- 2014 – 2019 GFO and UHNW Client Advisor, Executive Director at UBS AG in Singapore
- 2010 – 2013 UHNW Investment Advisor / Account Manager at UBS AG in Zurich
- 2009 – 2010 Premium Clients (UHNW/Wealthy Families) Account Manager at Credit Suisse in St. Moritz
- 2003 – 2008 Institutional Credit and Rates Sales IB at J.P. Morgan in Zurich
- 1999 – 2002 Junior Education Program at UBS Investment Bank (Warburg)
- 1996 – 1999 Banking apprenticeship at UBS in Winterthur
Education
- 2003 – 2007 Bachelor of Science HWZ / Business Administration, Banking and Finance at HWZ University of Applied Sciences in Business Administration Zurich
- 1996 – 1999 Commercial School KV Winterthur