Kerstin Theodoridis, new senior client advisor at Colin&Cie
Colin&Cie warmly welcomes Kerstin Theodoridis as its new senior client advisor at the office in Zurich. The experienced wealth manager joins us from UBS AG, where she spent many years advising sophisticated private clients and entrepreneurial families across Europe. For her, the move from a major bank to an independent wealth manager represents a step towards a more client-focused approach and greater freedom in her advisory work. Get to know Kerstin Theodoridis yourself.
Kerstin Theodoridis grew up in a German-Greek family and attended the German School in Athens, where she obtained the German Abitur and the Greek Lyceum qualification. After moving to Germany, she successfully completed her studies in Business Administration at Saarland University, specialising in banking.
Kerstin Theodoridis began her professional career at Volksbank Klettgau-Wutöschingen, situated on the German-Swiss border. There, she worked for five years as an analyst in corporate finance. In autumn 2007, she moved to UBS AG in Zurich. As an assistant in wealth management for European clients, she put her multilingual skills to good use and gradually honed her abilities in dealing with complex issues and client relationships. Starting in 2013, she took over responsibility for her own client portfolio and, in the years that followed, specialised in providing comprehensive advice to internationally oriented private clients and entrepreneurial families – while maintaining a clear focus on the specific characteristics of the Swiss market.
She describes her expectations of the new working environment as follows:
“Colin&Cie embodies exactly the kind of wealth management I want to offer discerning clients: independent, honest and results-oriented. This move allows me to offer advice and wealth management that is more personal, more thorough and more consistent in addressing each client’s individual needs. The flat hierarchies at Colin&Cie lead to streamlined decision-making processes and give me, as a client advisor, greater personal responsibility and scope for initiative. At the same time, the in-house, subject-matter specialists as well as lean, efficient processes support me in focusing fully on clients’ life situations and goals. All in all, this creates an environment where genuine client focus and honest advice are put into practice every day.”
Thomas Warnecke, CEO of Colin&Cie, is looking forward to working with his new colleague:
“Over many years, Kerstin has built up a remarkable depth of experience in national and international private wealth management. Cross-border expertise is in greater demand today than ever before. For many high-net-worth clients and entrepreneurial families, residences and property in several countries, international family structures and business interests abroad are no longer the exception. For Colin&Cie, a cross-border perspective is a natural part of modern, holistic wealth management. It is always considered in our needs analysis and when drawing up a wealth plan for the client. Kerstin combines international expertise with a cosmopolitan outlook, multilingual skills and a down-to-earth perspective rooted in Switzerland – a combination that noticeably enriches our advisory services in Zurich.”
Kerstin Theodoridis lives in the municipality of Fällanden in the canton of Zurich. She can regularly be found running and swimming in the scenic area around Lake Greifensee. Her love of travel has taken her to numerous countries and introduced her to a wide range of cultures. She is also a keen baker who collects recipes from all over the world.
We wish Kerstin all the best in her new role at Colin&Cie.
