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Sara Steinmann

Senior Relationship Manager
Sara Steinmann
Sara acts as Senior Relationship Manager at Dr. Pirmin Hotz Vermögensverwaltungen AG and has been part of the Hotz team since 2026. She has extensive experience in providing comprehensive wealth management advice to high-net-worth individuals and entrepreneurs. Prior to joining the firm, she was a Relationship Manager in the Private Banking Key Clients division at Zürcher Kantonalbank, where she also served as Deputy Team Head. From 2018 to 2024, she advised high-net-worth clients in the Wealth Management division at UBS. Ear-lier in her career, she held positions in Private & Wealth Management at Credit Suisse and in Investment Banking at Société Générale. She holds a Master's degree in Banking and Finance from the University of Zurich and a Bachelor's degree in Business Administration from the University of St. Gallen. She also completed a Certificate of Advanced Studies in Business Succession Management at the University of Applied Sciences in Business Administration Zurich.
«What truly matters in life takes time, trust and passion. Discipline, perseverance and strong convictions make all the difference – in personal relationships just as much as in building long-term wealth.»
Sara Steinmann, Senior Relationship Manager