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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
Ariel Sergio Goekmen currently has no profile.
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2017
Ariel Sergio Goekmen currently has no Citywealth award
Ariel Sergio Goekmen currently has not indicated their average client size
Ariel Sergio Goekmen currently has not indicated if they have a fixed fee offering
Ariel Sergio Goekmen currently has no contact details
Ariel Sergio Goekmen is currently in no lists
Private client review:
Has always provided us with good advice and service.
Private client review:
I have known Ariel Goekmen for over 20 years in various incarnations and was a client of his whilst he was at Credit Suisse and at Kaiser Partners. I have found him helpful, imaginative and innovative, solution orientated and trustworthy. Were I now, as a client, in his sweet spot, I would happily use him again. I commend his nomination as Private Banker of the Year
Peer review:
Very committed to his clients and his role
Private client review:
A very decent person - only the best advice for financial family matters.
Institutional client review:
Proactive all round performer who explains what he can do and what he cannot do clearly.
Peer review:
Ariel is a good person and the most reliable and helpful professional.
Institutional client review:
He is a great person and has a huge depth of knowledge.
Institutional client review:
Ariel Goekmen is not only brilliant in all banking matters, he also supports personally and financially the permanent Gottfried Keller exhibition on the premises of Schroder & Co Bank in Zürich. This famous writer and poet went nearly bankrupt in his youth but now receives glorious recognition in the holy halls of a well renowned bank.
Peer review:
Wherever you are, whatever you need, Ariel can always meet your needs. A truly empathetic and trustworthy person!
Peer review:
You've tried the rest... now meet the best....Ariel is galvanic and inventive, sharp as a tack, eats thorny problems for breakfast and committed to client service at all times
Peer review:
Ariel is a well connected, highly intelligent and fun to work with Gentleman.
Private client review:
Ariel is a most charming, insightful and discreet private banker; a rare gem.
Peer review:
Ariel is a very competent professional, who inspires confidence and trust.
Institutional client review:
Ariel is a very competent professional, who inspires confidence and trust.
Peer review:
I have come to appreciate Ariel as a competent and stimulating partner and consultant.
Peer review:
Ariel has a rich vision and that's why he achieves outstanding success. He is an empathetic person, a great boss and a role model who leads his team and clients to the best results.
Peer review:
Ariel has considerable expertise in global wealth management. He is achievement driven, intellectually curious, very reserved.
Peer review:
I know Ariel as a very cooperative and reliable partner.
Peer review:
Dedicated, most reliable person with high ethical standards and a high service level.
Private client review:
Ariel brings a combination of great personality, intelligence and high degree of professionalism. A unique mix these days.
Private client review:
Ariel is the best professional I have ever met in the banking industry (and a nice person) who inspires and motivates.
Peer review:
Ariel is an outstanding, client-focused banker with a great personality, exceptional expertise and a successful networker. His excellent communication skills are simply unique. Ariel is also strong in character and humorous.
Private client review:
Excellent professional!
Peer review:
Having known Ariel for decades I have high regard of his integrity and his winning personality.
Peer review:
I have known Ariel for many years and always apreciate his professionalism and reliability.
It's always a great pleasure to work with him.
Peer review:
Dr. Goekmen is absolutely competent in all banking matters and his understanding of the needs of everybody involved in business with him has always been exceptional.
Peer review:
I have known Ariel for many years and he is an experienced business leader and wealth manager.
Private client review:
Ariel is a first class private banker and is highly recommended.
Peer review:
I know Ariel as a very intelligent, competent and successful individual with a friendly and solid character.
Peer review:
Ariel’s knowledge and competences can be summarized as follows:
“ What Ariel doesn’t know about the banking industry - isn’t worth knowing!”
In other words - Ariel is always at the cutting edge of know-how. His level of empathy and ability to create “win-win situations” is unparalleled. I do not know anybody else who is truly so multi-tasking and still keeps an eye on the details and the regulations at the same time. The expression “Tailor made solutions” has inflated in the industry during the last decade, yet Ariel is the one, who is indeed able to provide unique and the most efficient solutions. He is the Best Banker to serve Entrepreneurs, as he understands them and has no selling agenda. His horizons are wide and he is a fine tuner when it comes to serving Generations of UHNWI Families of various origin and cultures. I recommend him gladly and without any reservations!
Peer review:
Excellent communicator.
Private client review:
Very professional and at the same time gifted with perfect communication skills and a very pleasant personality.
Peer review:
Ariel regularly provides us with information/research on truly interesting themes.
Private client review:
Ariel is extremely well educated, reliable, and able to provide state of the art advice. He has good sense and an ability to see the big picture.
Private client review:
Top Private Banker
Institutional client review:
Ariel is extremely professional, competent and friendly and a pleasure to work with.
Private client review:
Very pleasant, competent and communicative person with many skills.
Peer review:
Ariel is a very competent and intelligent person with a high level of professional competence!
Peer review:
Ariel has a great personality and a wonderful spirit, which he combines with a high degree of professionalism. A true business gentleman and friend.
Peer review:
Ariel is a real Private Banker; he understands people and their needs.
Private client review:
A great personality!
Private client review:
Ariel is excellent in offering customized solutions and not just the "standard" offering
Peer review:
Ariel is a highly customer-oriented private banker and a professional client advisor at its best.
Peer review:
Dr.Goekmen has an outstanding knowledge of financial services and understands perfectly what matters for clients.
Private client review:
Best banker I know, Thank you, Ariel!
Private client review:
Ariel is my absolutely preferred banker!
Peer review:
Ariel is a dedicated private wealth professional, with an encyclopedic knowledge of his area. One of the stand out wealth managers of his generation.
Peer review:
Ariel is a pleasure to deal with and is an asset to Schroder & Co - he is an experienced and honest banker in a current financial world where sound advice and expertise is essential.
Peer review:
Ariel Goekmen is highly qualified in communication and interpersonal skills, he is highly reliable. Highly recommended as a Private Banker.
Peer review:
A true professional with high social skills.
Peer review:
Very competent in tax, legal and financial matters.
Peer review:
In these volatile markets Ariel is the private banker you need on your side. I've known Ariel for over 20 years and have always been impressed by his insight, his useful and informative articles he sends out as well as his calm manner and personality.
Peer review:
Absolutely professional and high quality advice.
Private client review:
We always receive interesting and thoughtful reports.
Private client review:
Ariel is not just a Private Banker with very broad competencies - but also a character and personality that thrives to always find a best solution for his clients, with enormous engagement. He is reliable and trustworthy in all aspects of business.
Peer review:
After communicating with Ariel you become quickly aware of his high professionalism, decency and high universal human values.
Private client review:
Ariel Gökmen’s level of knowledge and professionalism is second to none. He is easily one of the most competent people in his field I ever had the pleasure to meet.
Peer review:
It's always a pleasure working with Mr Goekmen.
Co-worker review:
Ariel is an outstanding person and very well established as one of the most relevant influencers within the private banking industry.
Private client review:
He is a typical Swiss private banker with above-average skills.
Private client review:
Ariel Sergio Goekman is a top banker with top know-how. He is super-professional.
He is multi-talented and multi-lingual. He knows the Swiss private banking industry very well. He is an insider of the Swiss private banking industry.
Private client review:
Ariel has a great talent in dealing with complex financial matters, enhancing his clients' financial position
Co-worker review:
Outstanding product know-how and can tailor his advice to all clients’ needs, always a pleasure to work with him. Demonstrates real flair. Good people person and a good speaker at large public events.
Private client review:
Very competent and motivated. Also very dedicated to pursuing social and cultural issues.
Private client review:
Ariel Goekmen is a real Gentleman!!
Institutional client review:
Very competent in all banking matters and always available when needed. An excellent professional.
Private client review:
Dr. Goekmen is able to look at legal, tax and financial matters holistically with an international perspective.
Private client review:
High quality service and easy to understand advice.
Institutional client review:
Top senior private banker with excellent financial planning skills.
Peer review:
Ariel is extremely well educated with the best skills.
Private client review:
Very competent service and follow-up.
Institutional client review:
Ariel has cutting-edge knowledge of new trends and is the ultimate communicator
Private client review:
Ariel constantly strives to provide the best service possibe for his clients. Both his professional attitude, his knowledge and his interpersonal skills are rarely found in today's banking environment. Particularly worth mentioning are his networking capabilities and his outstanding skill in bringing together the right people, both for straight-forward business purposes or simply to enrich ones personal network of friends and like-minded people. A true Private Banker!
Private client review:
Very competent and communicative person with skills going far beyond banking.
Peer review:
An extraordinary individual, highly knowledgeable, sharp mind and yet great spirit. His passion for his profession sets a fire.
Peer review:
Ariel is a true gentleman. I have known him for many years and he keeps in touch both personally and via his interesting and reliable articles. I cannot imagine a better candidate as private banker of the year, or should it be decade?
Peer review:
Highly professional, educated, a quick mind, eloquent, and convincing.
Private client review:
Great communicator and advisor
Peer review:
Ariel is a star performer, and even better, an honest man. You can bet the ranch on him, and entrust him to look after it, and you.
Peer review:
Ariel is an amazing networker. He combines being a professional, an advisor, a mediator and a great and reliable counterpart.
Peer review:
Very professional and charming person. Always a great pleasure to cross his path.
Private client review:
Ariel is both an excellent banker and an esteemed academic thinker. He is extremely pleasant and thoughtful to deal with and is immensely knowledgeable.
Institutional client review:
Ariel is a master in communication and networking. No doubt, he deserves the recognition as private banker of the year.
Peer review:
Ariel is both an excellent banker and an esteemed academic thinker. He is extremely pleasant and thoughtful to deal with and is immensely knowledgeable.
Peer review:
In some 25+ years of dealing with Ariel he has always been remarkably affable, amusing, able and affordable; what more could one want from an adviser & friend.
Peer review:
Ariel is a highly professional person with a deep-seated knowledge and profound experience. Ariel never stops acquiring additional knowledge and he is always eager to listen to views from different people.
Peer review:
Very pleasant, professional attitude, committed, switched on.
Peer review:
Ariel's pleasant demeanour hides tremendous intensity for client service.
Private client review:
Ariel has the best social skills of anyone I know. His intellectual acumen also matches his capacity to put himself in his clients’ shoes. His clients are exceedingly lucky people.
Peer review:
Ariel Goekmen is a banker of the highest repute. He has an excellent personal reputation within private wealth management sector both in Switzerland and in the UK.
Ariel’s delivery is always professional, considered, and expressed in an ‘easy to understand’ manner. I highly recommend his services to our clients and peers alike. Ariel is a natural presenter both at large public events and at a personal level with beneficiaries and private clients.
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.
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.
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.
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
Peer review:
Ariel is a very open minded and trustworthy personality with very good manners and an excellent sense of humor.
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.
Peer review:
Professional attitude, committed, switched on, very pleasant.
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.
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.
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.
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.
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.
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.
Peer review:
When you meet Ariel, you are immediately impressed with his integrity and knowledge. A good chap to brainstorm your own ideas with!
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.
Peer review:
Ariel is a pleasure to work with and he offers a very different, and informative, take on the investment world.
Peer review:
Have has dealings with Ariel for over 25 years - always the consummate professional, extremely knowledgeable and a delight to deal with.
Peer review:
Ariel Goekmen is extremely professional, discreet, thoughtful and offers excellent judgment.
Peer review:
A good communicator and collaborator. Highly regarded in the geographic areas he covers with many years of experience in Wealth Management
Peer review:
The ultimate professional. Extremely competent, highly experienced and a pleasure to work with.
Private client review:
A quality professional who justifiably enjoys an excellent reputation.
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.
Peer review:
Great adviser.
Private client review:
Highly professional and skilled individual who gives well thought out advice and guidance
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.
Private client review:
Strong personal integrity, excellent communication skills and highly discrete.
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!
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.
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.
Peer review:
Ariel is a true expert in wealth management. He’s a great communicator and a charming individual.
Peer review:
The consumate professional and a very safe pair of hands.
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.
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.
Peer review:
A reliable and skilful banker who prides himself on excellent client care and understanding of their needs. Great experience.
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.
Peer review:
Always a pleasure to deal with and a person we consistently look to refer clients to.
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.
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