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Ariel Sergio Goekmen

Member, Head Private Clients Zurich

Specialism: Private Bankers & Investment Managers Private Banking

Company: Schroder & Co Bank AG

Location: Zurich, Switzerland

Citywealth rating

5
Average: 5 (1 vote)
Fee Level:
5
Average: 5 (1 vote)
Quality of Advice
5
Average: 5 (1 vote)
Communications Skills
5
Average: 5 (1 vote)
Interpersonal Skills
5
Average: 5 (1 vote)
X

Please make sure you fill in all the fields marked with an asterisk *

Peer review:

Ariel is a dedicated and serious professional with considerable integrity, laced with charm, who takes the greatest possible care to ensure that realistic, workable solutions are provided to his clientele and contacts, tailored to meet their needs and delivered with sensitivity paired with a great sense of humour.

Daniela Imhof    IAB Ltd. / First Advisory Group   
03 Sep 2018

Peer review:

I have always found Ariel to be very personable, knowledgeable and professional. He gains the trust of clients with his calm and authoritative manner and is a natural trusted adviser. He is always keen to understand his clients' motives and goals and he has the ability to make his clients feel special and well looked after.

Ceris Gardner    Maurice Turnor Gardner LLP   
28 Aug 2018

Peer review:

Ariel is an outstanding professional with extensive expertise in global wealth management and a talented communicator. He always goes that extra mile to really understand the client's motives and goals and enjoys an excellent reputation.

24 Aug 2018

Peer review:

Ariel is the epitome of a trusted adviser. He is empathetic, devoted to serving his clients and applies his extensive knowledge of the industry in their interests

02 Aug 2018

Peer review:

Ariel is a very open minded and trustworthy personality with very good manners and an excellent sense of humor.

Reto Boehi    Eversheds Sutherland   
02 Aug 2018

Peer review:

I have had the fortune to work with Ariel on client related matters and engage with him to discuss various issues, presentations and articles. He is an excellent communicator with a wide range of knowledge and experience and he is a real expert in his field of wealth management, from a client and a professionals perspective. He is able to effectively manage both the client's and their advisor's expectations and needs. Aside from the work related skills he is very personable and shows real interest in getting to know people. I highly recommend him.

Andrew McKenna    Smith & Wiliamson LLP   
27 Jul 2018

Peer review:

Professional attitude, committed, switched on, very pleasant.

Rosalyn Breedy    Wedlake Bell   
19 Jul 2018

Peer review:

I have known Ariel for many years through the International Tax Planning Association and I have a great respect for his intellect, judgement and technical expertise and great pleasure in his company.

Nigel Eastaway OBE    MHA MacIntyre Hudson   
19 Jul 2018

Private client review:

Ariel is very knowledgeable and experienced. He is well-positioned to advise on family wealth planning matters. He is courteous, professional and a true gentleman.

17 Jul 2018

Peer review:

An outstanding professional with considerable expertise in global wealth management. A talented communicator capable of bringing forward new ideas to implement creative solutions. He has an extensive business experience in an international multicultural environment and enjoys an excellent reputation. He is achievement driven, intellectually curious, very reserved.

17 Jul 2018

Private client review:

I had the pleasure of meeting Ariel on several occasions in connection with the affairs of a mutual high net worth client. He is extremely professional and always goes that extra mile to really understand the client's motives and goals.He has a natural ability to project his authoritative knowledge and advice whilst retaining an empathy with and understanding of the client. His personal attention at all times was very much appreciated.

Jonathan Sugarman    Tussies Limited, Chartered Accountants   
17 Jul 2018

Peer review:

A leading figure in the Wealth Management Sector in Switzerland he is professional and well regarded by all who come in contact with him. Inter-personally great with colleagues, intermediaries and most importantly clients.

Henry Bruce Weatherill    Weatherill Consulting   
17 Jul 2018

Peer review:

If Ariel doesn’t know something, it means - it is simply not worth knowing. His knowledge is the benchmark in the world of banking and finance. He is also unbeatable in his interpersonal skills: deeply human and intellectual, with the genuine interest in people and not simply their assets.

17 Jul 2018

Peer review:

When you meet Ariel, you are immediately impressed with his integrity and knowledge. A good chap to brainstorm your own ideas with!

17 Jul 2018

Peer review:

Ariel is a dedicated and serious professional with considerable integrity, laced with charm, who takes the greatest possible care to ensure that imaginative solutions are provided to his clientele and contacts, tailored to meet their needs and delivered with sensitivity.

17 Jul 2018

Peer review:

Ariel is a pleasure to work with and he offers a very different, and informative, take on the investment world.

James Walker    Buzzacott LLP   
17 Jul 2018

Peer review:

Have has dealings with Ariel for over 25 years - always the consummate professional, extremely knowledgeable and a delight to deal with.

Andrew Young    Davidson & Co Legal Consultants   
17 Jul 2018

Peer review:

Ariel Goekmen is extremely professional, discreet, thoughtful and offers excellent judgment.

17 Jul 2018

Peer review:

A good communicator and collaborator. Highly regarded in the geographic areas he covers with many years of experience in Wealth Management

17 Jul 2018

Peer review:

The ultimate professional. Extremely competent, highly experienced and a pleasure to work with.

James Corbett QC    Baker & Partners   
17 Jul 2018

Private client review:

A quality professional who justifiably enjoys an excellent reputation.

Eammon Harkin    Paicolex Trust Company (Isle of Man) Limited   
17 Jul 2018

Peer review:

I have had the pleasure of working with Ariel in two very different organisations for nearly twenty years. He has genuine gravitas through excellent industry knowledge, impartially shared. As a colleague, he is also a great example of how to successfully collaborate to the benefit of all.

Peter Webber    Cazenove Capital   
17 Jul 2018

Peer review:

Great adviser.

17 Jul 2018

Private client review:

Highly professional and skilled individual who gives well thought out advice and guidance

17 Jul 2018

Peer review:

One of the industry's top practitioners and gentlemen. Ariel's insight is both innovative and informative with a genuine ability to make the most complex of scenarios understandable to the client.

Glenn Hurstfield    Irwin Mitchell LLP   
17 Jul 2018

Private client review:

Strong personal integrity, excellent communication skills and highly discrete.

17 Jul 2018

Private client review:

Arik, as I like to call him, belongs to an exceptionally rare breed of Swiss financial advisers. When he proffers advice, you can rest assured he relies upon his personal assessment of a particular situation rather than simply towing the Bank's formal line. In practice, this means he acts in the best interests of his Clients rather than those of the Bank or indeed himself. Furthermore, in my experience Arik always treats his Client's money as he would his own. You cannot ask for more than that!

Dr Anthony Vines    Retired   
17 Jul 2018

Private client review:

A first rate Swiss Banker, in the old fashioned classy banking mode. Ariel understand families and matters related to the next generation. An efficient and professional adviser who never sells. A gentleman and a lovely person.

17 Jul 2018

Private client review:

In my dealings with Ariel, I have never found him to be other than entirely professional, courteous, well-informed and effective. A man of great intelligence, worn lightly, and great charm, he is master of his specialist area of financial planning.

17 Jul 2018

Peer review:

Ariel is a true expert in wealth management. He’s a great communicator and a charming individual.

Stephen Harris    ClearView   
17 Jul 2018

Peer review:

The consumate professional and a very safe pair of hands.

Heyrick Bond Gunning    S-RM   
17 Jul 2018

Peer review:

I have always found Ariel a pleasure to work with. He is reliably well informed, and able to provide state of the art advice. He has a light touch, and an ability to see the big picture. Definitely to be recommended.

17 Jul 2018

Peer review:

I had the great pleasure of working with Ariel, for several years, at Credit Suisse. He is a man of the utmost integrity, which is disappointingly rare in the world of wealth management. He also has considerable experience, and a very mature, considered, approach to wealth management. He is not, at all, a product seller, and will always try to do whatever is best for the client.

Alan Skinner    The Shetland Gallery   
17 Jul 2018

Peer review:

A reliable and skilful banker who prides himself on excellent client care and understanding of their needs. Great experience.

17 Jul 2018

Peer review:

One of the top Swiss Bankers, who takes wealth owners and their families seriously and does not sell anything to them. A true, unbiased adviser who's also well connected and has been involved in supporting wealth planning, restructuring, relocation and of course asset allocation questions. Knows in detail about issues arising in family businesses and generational planning. Speciality Switzerland, Russia, UK RND and Sweden. Understands clients and their issues. Good listener. Deals with some of the wealthiest and remains discrete. Fun to work with, and swiftly to the point.

17 Jul 2018

Peer review:

Always a pleasure to deal with and a person we consistently look to refer clients to.

16 Jul 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

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2017 

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Peer review:

Ariel is a dedicated and serious professional with considerable integrity, laced with charm, who takes the greatest possible care to ensure that realistic, workable solutions are provided to his clientele and contacts, tailored to meet their needs and delivered with sensitivity paired with a great sense of humour.

Daniela Imhof    IAB Ltd. / First Advisory Group   
03 Sep 2018

Peer review:

I have always found Ariel to be very personable, knowledgeable and professional. He gains the trust of clients with his calm and authoritative manner and is a natural trusted adviser. He is always keen to understand his clients' motives and goals and he has the ability to make his clients feel special and well looked after.

Ceris Gardner    Maurice Turnor Gardner LLP   
28 Aug 2018

Peer review:

Ariel is an outstanding professional with extensive expertise in global wealth management and a talented communicator. He always goes that extra mile to really understand the client's motives and goals and enjoys an excellent reputation.

24 Aug 2018

Peer review:

Ariel is the epitome of a trusted adviser. He is empathetic, devoted to serving his clients and applies his extensive knowledge of the industry in their interests

02 Aug 2018

Peer review:

Ariel is a very open minded and trustworthy personality with very good manners and an excellent sense of humor.

Reto Boehi    Eversheds Sutherland   
02 Aug 2018

Peer review:

I have had the fortune to work with Ariel on client related matters and engage with him to discuss various issues, presentations and articles. He is an excellent communicator with a wide range of knowledge and experience and he is a real expert in his field of wealth management, from a client and a professionals perspective. He is able to effectively manage both the client's and their advisor's expectations and needs. Aside from the work related skills he is very personable and shows real interest in getting to know people. I highly recommend him.

Andrew McKenna    Smith & Wiliamson LLP   
27 Jul 2018

Peer review:

Professional attitude, committed, switched on, very pleasant.

Rosalyn Breedy    Wedlake Bell   
19 Jul 2018

Peer review:

I have known Ariel for many years through the International Tax Planning Association and I have a great respect for his intellect, judgement and technical expertise and great pleasure in his company.

Nigel Eastaway OBE    MHA MacIntyre Hudson   
19 Jul 2018

Private client review:

Ariel is very knowledgeable and experienced. He is well-positioned to advise on family wealth planning matters. He is courteous, professional and a true gentleman.

17 Jul 2018

Peer review:

An outstanding professional with considerable expertise in global wealth management. A talented communicator capable of bringing forward new ideas to implement creative solutions. He has an extensive business experience in an international multicultural environment and enjoys an excellent reputation. He is achievement driven, intellectually curious, very reserved.

17 Jul 2018

Private client review:

I had the pleasure of meeting Ariel on several occasions in connection with the affairs of a mutual high net worth client. He is extremely professional and always goes that extra mile to really understand the client's motives and goals.He has a natural ability to project his authoritative knowledge and advice whilst retaining an empathy with and understanding of the client. His personal attention at all times was very much appreciated.

Jonathan Sugarman    Tussies Limited, Chartered Accountants   
17 Jul 2018

Peer review:

A leading figure in the Wealth Management Sector in Switzerland he is professional and well regarded by all who come in contact with him. Inter-personally great with colleagues, intermediaries and most importantly clients.

Henry Bruce Weatherill    Weatherill Consulting   
17 Jul 2018

Peer review:

If Ariel doesn’t know something, it means - it is simply not worth knowing. His knowledge is the benchmark in the world of banking and finance. He is also unbeatable in his interpersonal skills: deeply human and intellectual, with the genuine interest in people and not simply their assets.

17 Jul 2018

Peer review:

When you meet Ariel, you are immediately impressed with his integrity and knowledge. A good chap to brainstorm your own ideas with!

17 Jul 2018

Peer review:

Ariel is a dedicated and serious professional with considerable integrity, laced with charm, who takes the greatest possible care to ensure that imaginative solutions are provided to his clientele and contacts, tailored to meet their needs and delivered with sensitivity.

17 Jul 2018

Peer review:

Ariel is a pleasure to work with and he offers a very different, and informative, take on the investment world.

James Walker    Buzzacott LLP   
17 Jul 2018

Peer review:

Have has dealings with Ariel for over 25 years - always the consummate professional, extremely knowledgeable and a delight to deal with.

Andrew Young    Davidson & Co Legal Consultants   
17 Jul 2018

Peer review:

Ariel Goekmen is extremely professional, discreet, thoughtful and offers excellent judgment.

17 Jul 2018

Peer review:

A good communicator and collaborator. Highly regarded in the geographic areas he covers with many years of experience in Wealth Management

17 Jul 2018

Peer review:

The ultimate professional. Extremely competent, highly experienced and a pleasure to work with.

James Corbett QC    Baker & Partners   
17 Jul 2018

Private client review:

A quality professional who justifiably enjoys an excellent reputation.

Eammon Harkin    Paicolex Trust Company (Isle of Man) Limited   
17 Jul 2018

Peer review:

I have had the pleasure of working with Ariel in two very different organisations for nearly twenty years. He has genuine gravitas through excellent industry knowledge, impartially shared. As a colleague, he is also a great example of how to successfully collaborate to the benefit of all.

Peter Webber    Cazenove Capital   
17 Jul 2018

Peer review:

Great adviser.

17 Jul 2018

Private client review:

Highly professional and skilled individual who gives well thought out advice and guidance

17 Jul 2018

Peer review:

One of the industry's top practitioners and gentlemen. Ariel's insight is both innovative and informative with a genuine ability to make the most complex of scenarios understandable to the client.

Glenn Hurstfield    Irwin Mitchell LLP   
17 Jul 2018

Private client review:

Strong personal integrity, excellent communication skills and highly discrete.

17 Jul 2018

Private client review:

Arik, as I like to call him, belongs to an exceptionally rare breed of Swiss financial advisers. When he proffers advice, you can rest assured he relies upon his personal assessment of a particular situation rather than simply towing the Bank's formal line. In practice, this means he acts in the best interests of his Clients rather than those of the Bank or indeed himself. Furthermore, in my experience Arik always treats his Client's money as he would his own. You cannot ask for more than that!

Dr Anthony Vines    Retired   
17 Jul 2018

Private client review:

A first rate Swiss Banker, in the old fashioned classy banking mode. Ariel understand families and matters related to the next generation. An efficient and professional adviser who never sells. A gentleman and a lovely person.

17 Jul 2018

Private client review:

In my dealings with Ariel, I have never found him to be other than entirely professional, courteous, well-informed and effective. A man of great intelligence, worn lightly, and great charm, he is master of his specialist area of financial planning.

17 Jul 2018

Peer review:

Ariel is a true expert in wealth management. He’s a great communicator and a charming individual.

Stephen Harris    ClearView   
17 Jul 2018

Peer review:

The consumate professional and a very safe pair of hands.

Heyrick Bond Gunning    S-RM   
17 Jul 2018

Peer review:

I have always found Ariel a pleasure to work with. He is reliably well informed, and able to provide state of the art advice. He has a light touch, and an ability to see the big picture. Definitely to be recommended.

17 Jul 2018

Peer review:

I had the great pleasure of working with Ariel, for several years, at Credit Suisse. He is a man of the utmost integrity, which is disappointingly rare in the world of wealth management. He also has considerable experience, and a very mature, considered, approach to wealth management. He is not, at all, a product seller, and will always try to do whatever is best for the client.

Alan Skinner    The Shetland Gallery   
17 Jul 2018

Peer review:

A reliable and skilful banker who prides himself on excellent client care and understanding of their needs. Great experience.

17 Jul 2018

Peer review:

One of the top Swiss Bankers, who takes wealth owners and their families seriously and does not sell anything to them. A true, unbiased adviser who's also well connected and has been involved in supporting wealth planning, restructuring, relocation and of course asset allocation questions. Knows in detail about issues arising in family businesses and generational planning. Speciality Switzerland, Russia, UK RND and Sweden. Understands clients and their issues. Good listener. Deals with some of the wealthiest and remains discrete. Fun to work with, and swiftly to the point.

17 Jul 2018

Peer review:

Always a pleasure to deal with and a person we consistently look to refer clients to.

16 Jul 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

Ariel Sergio Goekmen currently has no reviews

Helping charities earn income on their investments

A Swiss tax-exempt charity asked us to manage their portfolio of more than 20 million CHF so that their running costs could be paid with the income generated by this portfolio. We suggested they invest the portfolio into dividend-paying shares, which the foundation was happy to do because the capital was to be invested with a time-horizon of in excess of 50 years. The dividends amount to 3-4% in CHF per year and that is what they need to run their operations. The charity’s board was impressed with the high quality portfolio composition, which included ESG screening (environmental, social and governance standards), and that there was not one bank product in there. So in sum, the client’s interests were at the centre of our attention, we didn’t sell anything but focused on the charity mandate.