Roland Heule
“Honesty, reliability, and openness are the basis for loyal and long-term customer relationships.”
Roland Heule has been working in the financial industry for over 35 years – including around 15 years at Credit Suisse, almost six years at Bank Vontobel, and over 20 years at Schroder & Co Bank AG in Zurich. His many years of experience enable him to develop tailor-made solutions for discerning high-net-worth clients. The experienced banking specialist with a federal certificate completed a master’s degree in corporate finance at the IFZ in Zug, among other things. He has been a Certified Wealth Management Advisor (CWMA) since 2021. In addition to German, he speaks fluent English and French. Roland Heule joined the team in Zurich as a senior relationship manager in July 2025.
Roland Heule is married, has three children, and enjoys spending his free time with his family, doing endurance sports, gardening, and traveling.