Available for speaking & mentoring
Finance · Mentorship · Wealth Strategy
Dr. Andreas
Svoboda
Lecturer, mentor, and wealth planning expert helping people and institutions navigate finance with clarity and confidence.
20+Years in Finance
AuthorOf Multiple Books
DBA· LL.M · CFP · FCCA
CFPCertified Planner
DBADoctorate
"I empower clients and professionals alike through education, mentoring, and customized workshops in finance, planning, and wealth development."
Strategic Financial Planning
Expertise in developing tailored financial strategies for business growth and wealth optimization.
Wealth & Asset Management
Extensive experience in managing high-net-worth portfolios with a focus on sustainable investment growth.
Risk Management & Compliance
Proven ability to navigate financial regulations, ensure compliance, and mitigate risks.
Insurance Advisory
Licensed insurance broker with expertise in customized insurance solutions for asset protection and financial security.
Finance Education & Mentorship
Dedicated to educating finance professionals through specialized courses and workshops.
A B O U T
Helping You Achieve Success Through Strategic Financial Planning & Risk Management
Dr. Andreas Svoboda is a distinguished finance and insurance expert with over two decades of experience.
Holding a Doctor of Business Administration (DBA) and an LL.M. in International Business Law, he is also a Certified Financial Planner (CFP) and a Fellow of the Association of Chartered Certified Accountants (FCCA).
His career encompasses leadership roles in prominent financial institutions, academic contributions, and authorship, reflecting a profound commitment to advancing financial literacy and ethical practices.
Holding a Doctor of Business Administration (DBA) and an LL.M. in International Business Law, he is also a Certified Financial Planner (CFP) and a Fellow of the Association of Chartered Certified Accountants (FCCA).
His career encompasses leadership roles in prominent financial institutions, academic contributions, and authorship, reflecting a profound commitment to advancing financial literacy and ethical practices.
E X P E R I E N C E
S&L Management and Consulting GmbH
Insurance Broker
Provided expert insurance brokerage services, risk assessment, and financial consulting to optimize client portfolios and ensure regulatory compliance.
Bank Julius Bär & Co. AG
Managing Director Senior Advisor
Provided strategic wealth management advice to high-net-worth clients, enhancing their portfolios with tailored investment strategies.
UBS International Life Ltd
Head of Finance
Oversaw financial operations, ensuring regulatory compliance and financial stability within the international life insurance
Vision Goal GmbH
Founder · Executive Education
Entrepreneurial work in executive education for finance professionals.
C E R T I F I C A T I O N
2021
Certified Financial Planner (CFP)
2021
SVEB 1 Certificate (Adult Education)
2018
Financial Planner with Federal Diploma - IfFP Institute for Financial Planning
2008 - 2010
Chartered Certified Accountant (FCCA)
T E A C H I N G
Swiss Distance University of Applied Sciences (FFHS)
Lecturer | Banking and Finance
Lectures in banking and finance.
E D U C A T I O N
2018 - 2020
LL.M. International Business Law,
University of Zurich
2018 - 2019
MSc in Professional Accountancy,
University of London
2010 - 2017
Doctor of Business Administration (DBA),
University of Liverpool
2002 - 2004
Master of Business Administration (MBA),
University of Southern Queensland
P U B L I C A T I O N S
B O O K S
Family Business Management
A guide to mastering the complexities of running a family enterprise.
Whispers of the Mind
Exploring personal development and the psychology behind decision-making.
The Psychology of Money
Understanding the emotions behind financial decisions and how they impact financial success.
R E S E A R C H
A R T I C L E S
A R T I C L E S
Building an ESG Investment Portfolio
Building an ESG Investment Portfolio.
The Impact of Artificial Intelligence on the Banking Industry
Analyzing how AI is transforming financial services.
The Democratization of Diversification:
How Exchange-Traded Funds (ETFs) Are Transforming Investment Strategies.