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Marco Köpfli

Advisory & Client Services

Head Advisory & Client Services

„With a strict focus on the needs of our customers we are part of the team. We help you to make the right investment decisions and to avoid uncompensated credit risks.“

Marco Köpfli joined Independent Credit View (I-CV) in May 2019 as Senior Client Advisor and Relationship Manager.

Prior to I-CV he worked at Credit Suisse as a fixed income specialist in the Sales & Trading division and was team leader for the investment grade Fixed Income Sales & Advisory desk.

Marco has more than 20 years of experience in banking. He gained his experience in various positions in trading and sales as well as investment advisory for highly sophisticated UHNWI customers and institutional clients.

Marco started his career with a commercial apprenticeship at Credit Suisse. He successfully completed the Advanced Federal Diploma of Higher Education in Business Administration. Additionally, he holds the International Fixed Income and Derivatives Certificate from the International Capital Market Association (ICMA).

At I-CV Marco will focus on advisory, client relationship management as well as client acquisition.