Juerg Steffen

Spear's Review

According to Henley & Partners’ Swiss CEO, Dr Juerg Steffen, there is one thing that unites the company’s clients.

‘They consider themselves to be global citizens,’ he says. ‘They are not satisfied with being contained within a single jurisdiction – their business interests, networks, and fundamental outlooks invariably span multiple countries, political systems, and continents.’ The investment migration firm provides multiple services to private individuals, offering ‘a seamless, fully customised service both in their current location and in their target country of residence or citizenship’, says Steffen. The firm also works with professionals with specialisms in investment migration, finance, law, and tax.

Adviser Profile

Juerg Steffen is the Chief Executive Officer of Henley & Partners. Juerg has over 30 years' experience in the financial
services industry and is widely regarded as a leader of the investment migration industry.

After joining Henley & Partners in 2013 to set up the firm's Singapore office, Juerg went on to establish Henley &
Partners as a key player in what has become one of the industry's key regions. Later appointed Chief Operating Officer
of the group, Juerg has played a pivotal role in growing the firm and, indeed, the investment migration industry at large,
improving Henley & Partners' operational standing and developing key structures and processes that enable the firm to
keep the industry-leading position it enjoys today.

Before joining Henley & Partners, Juerg was a personal advisor in the family office of one of Europe's wealthiest
families. Prior roles include serving as a member of the management board and head of the Wealth Planning
department of a leading private bank in Austria. Juerg has also been a Director in the Cross-Border Wealth Planning
department of UBS in Zürich, where he advised high-net-worth individuals and key clients in complex matters regarding
financial, tax, succession, and residence and citizenship planning. He has also established and developed a private
bank operation for one of the leading banks in Switzerland and is the editor of the definitive books on high-net-worth
relocation to Austria and Switzerland.