Aleksandar Milinkovic
With over 20 years of experience in private banking, Aleksandar supports high-net-worth private clients from the DACH region and Southeast Europe in developing and implementing tailored financial strategies. His focus is on long-term relationships built on trust, discretion, and a deep understanding of his clients’ needs. His international network across various sectors of the economy offers meaningful added value for clients.
Expertise & Core Competencies
> Holistic advisory for High-Net-Worth Individuals (HNWI)
> Development of customized wealth and investment strategies
> Succession and retirement planning for international clients
> Building, maintaining, and sustainably expanding a client portfolio
> Cross-border advisory with a focus on DACH & Southeast Europe CWMA-certified (Certified Wealth Management Advisor)
His Approach
He combines analytical thinking with a high degree of empathy to address complex financial needs on an individual basis. In doing so, he relies on transparent communication and long-term partnerships that go well beyond pure portfolio management.
His Value Proposition
> Deep market knowledge combined with international experience
> Strong track record in client acquisition and retention
> Advisory that aligns financial goals with personal life plans
> He firmly believes successful wealth management means not just managing numbers but accompanying people and building trust.
Personal Life: Outside of work, Aleksandar balances his professional life on the roads of Switzerland — on two wheels and four. He lives with his family in the greater Zurich area.