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Sascha Stämpfli

Sascha Stämpfli

Director

For around 20 years, Sascha Stämpfli has worked in private banking and independent wealth management. He supports affluent private clients, entrepreneurs, and entrepreneurial families in the long-term structuring and management of their assets. Many of his clients have been with him for years. This continuity enables him to accompany financial decisions in connection with his clients’ personal, family, and business developments — not only with a view to individual investment decisions, but to the assets as a whole.
As an independent wealth manager, Sascha Stämpfli can focus entirely on his clients’ interests. He listens, asks questions, thinks pragmatically, and communicates recommendations clearly. He places great importance on clear communication, transparent decisions, and a collaboration characterized by openness and mutual trust. For him, long-term relationships do not arise from short-term successes, but from reliability, continuity, and the commitment to personally support his clients over many years.

Languages

  • German
  • English
I support my clients in the way I would want to be advised myself: independently, honestly, and with a long-term perspective.

Work Experience

  • 2022 – Today Director at Lakefield Partners AG
  • 2020 – 2022 Partner at Schwarz & Partner Finanzkonsulenten AG in Zurich
  • 2016 – 2020 Relationship Manager, Associate Director at IFS AG in Zurich
  • 2016 Project Manager at UBS in Zurich
  • 2011 – 2015 Assistant Relationship Manager, Associate Manager at Merrill Lynch Wealth Management / Bank Julius Bär & Co AG in Zurich
  • 2009 – 2011 Assistant Relationship Manager at Clariden Leu AG in Zurich

Education

  • 2006 – 2009 Banking Apprenticeship at Credit Suisse AG in Zurich