Bernhard Hodler

Corporate Management, Consulting, Financial Investments

About Me

  • Senior Manager with strong analytical and communication skills
  • Multiyear experience at Executive Board, as CEO and at Board of Director level. I have successfully shaped and implemented strategies for large organizations
  • Over 30 years of experience in the financial services industry internationally in Wealth and Asset Management, Private and Investment Banking
  • Bachelor’s degree in Business Administration and MBA from Wharton University

About My Services

Corporate Management and Governance:

I take over mandates as member of the Board of Directors, member of Advisory Boards or Foundation Boards.


I provide consulting services mainly in the financial services industry (Wealth and Asset Management, Private and Investment Banking).

Financial Investments and support for start-up companies:

I am an active investor in and advisor of start-up companies. The financial investments can be coupled with a mandate as Board of Director or advisor.



Consultant, Multiple Board Member, Investor

2020 - Present

Self-employed entrepreneur mainly consulting in the financial services industry and active as an investor and BoD in the start-up space

Julius Baer Group, Zurich

Member of the Executive Board, CEO

1998 - 2020

Various functions (CRO, Head Credit, Head Corporate Services, COO, CEO). Managed over 6000 employees as CEO and shaped and implemented strategy

Credit Suisse, London and Zurich

Managing Director, Investment Banking

1994 - 1998

Worked 2 years in London and 2 years in Zurich in the investment banking division

Swiss Bank Corporation, Tokyo and Zurich

Executive Director, Investment Banking

1990 - 1994

Wikipedia Entry

Worked 2 years in Tokyo and 2 years in Zurich in the investment banking division

Credit Suisse First Boston, Zurich

Director, Business Audit

1987 - 1990

Wikipedia Entry

Senior Business Auditor in the international division with direct overall audit responsibility for CSFB Germany and CSFB Netherland


Wharton University, Philadelphia

Advanced Management Program (AMP)


International Executive MBA Program focusing on international management and strategy shaping and implementation

Swiss Finance Institute, Zurich

Advanced Executive Program (AEP)

1999 - 2000

Senior Manager Certification in Banking. Modules: Strategic Bank Management, Corporate Development, Retail-, Private- and Commercial Banking

Global Association of Risk Professionals

Financial Risk Manager (FRM Garp)

1996 - 1997

Leading Certification for International Risk Managers

University of Applied Sciences, Bern

Bachelor of Business Administration

1984 - 1987

Specializing in Banking & Finance and Controlling

A Little More About Me

Alongside my interests in Management, Leadership and the Financial Services Industry some of my other interests and hobbies are:

  • Traveling
  • Reading
  • Classical Music
  • Tennis and Padel-Tennis
  • Biking
  • Skiing

Biking Skiing