Roland Heule
“Honesty, reliability, and openness are the basis for loyal and long-term customer relationships.”
Roland Heule has many years of experience in Swiss private banking. In senior positions at Credit Suisse, Bank Vontobel and Schroder & Co Bank AG in Zurich, he advised high-net-worth private clients through varying market conditions and complex situations. His work is centred on tailored solutions, transparency and long-term client relationships built on trust. His approach to client service goes beyond investment management: drawing on his extensive experience and personal commitment, he also supports his clients with broader financial matters.
Roland is a federally certified banking specialist and holds a Master’s degree in Corporate Finance from the Institute of Financial Services Zug (IFZ). He has also been a Certified Wealth Management Advisor (CWMA) since 2021. In addition to his native German, he is fluent in English and French. Roland joined Tareno’s Zurich team as a Partner and Senior Relationship Manager in July 2025.
Roland is married and has three children. He enjoys spending his free time with his family, pursuing endurance sports, gardening and travelling.