Jules supports Ravienz clients with disciplined investment strategy, private banking experience, and personalized wealth advisory built around long-term financial goals.
Executive profile
Jules Gassmann serves as a financial advisor in Ravienz, where he has supported clients since 2014 with wealth planning, portfolio advisory, and long-term investment guidance.
His Ravienz role is strengthened by more than 40 years in international wealth management and private banking, including earlier experience across investment advisory, discretionary portfolio management, cross-border wealth structuring, retirement planning, estate coordination, and long-term financial strategy.
Financial Advisor at Ravienz since 2014, with four decades of private banking and global wealth management experience.
Clients should invest directly through Ravienz only.
areas of expertise
Custom financial strategies for preserving, growing, and transferring capital across family and business priorities.
Disciplined asset allocation, portfolio construction, diversified exposure, and regular review against client objectives.
Cross-border wealth structuring, retirement planning, estate coordination, and family wealth governance.
professional journey
Advises Ravienz clients on wealth planning, investment strategy, portfolio construction, retirement planning, estate coordination, and long-term financial decision-making.
Built senior private banking and relationship-management experience serving international clients through portfolio reviews, wealth preservation, and long-term investment planning.
Held progressively senior roles across Switzerland, London, Frankfurt, and Vienna, including Board Member of the local Asset Management Company in Vienna.
Professional credential supporting his work in global wealth planning, investment advisory, and structured client service.
Developed trusted client relationships across Switzerland, Europe, Israel, North America, and international markets.
His approach is based on long-term relationships, structured analysis, risk management, diversification, and regular portfolio reviews.
client services
Builds a clear financial roadmap around capital, family needs, liquidity, risk tolerance, and long-term objectives.
Guides clients through disciplined investment decisions, portfolio reviews, asset allocation, diversification, and market positioning.
Supports structured portfolio construction with attention to capital preservation, income needs, growth targets, and ongoing monitoring.
Helps clients prepare sustainable retirement strategies that connect income planning, wealth protection, and future lifestyle goals.
Works alongside tax and legal professionals to support orderly succession planning and intergenerational wealth transfer.
Advises internationally mobile clients on global wealth considerations, multi-market exposure, and family governance.
form
Clients should invest directly through Ravienz. Do not use unofficial intermediaries, private payment requests, or third-party investment links claiming to represent Ravienz.
Open RavienzThis profile does not claim assets under management, personal portfolio returns, investment win rates, client counts, performance rankings, or guaranteed investment outcomes.