Swiss executive learning, built by a practitioner.
Vision Goal creates finance and business learning experiences for entrepreneurs, executives and international professionals who want a practical understanding of Swiss finance, business culture and how Swiss companies make decisions.
Vision Goal designs executive learning experiences in a small number of formats — an immersive format, a focused intensive, themed sessions and bespoke experiences. Alongside the learning, a Private Office helps individuals, families and business owners arrange considered introductions to Swiss specialists.
The platform is deliberately small. It is not a course catalogue and not a consulting engagement: each experience starts from a real question and works through it with practitioners, in settings where the subject can be seen at work.
How we operate.
Discretion by default
Sessions are not recorded and participant names are not published without consent. Public attribution is the exception, not the rule.
What is said stays in the room
Participants may use what they learn but do not attribute it to a named speaker or another participant. Notes are for personal use.
How your details are handled
Enquiry details are processed under the Swiss FADP and the EU GDPR, used only to answer your enquiry, and never shared with third parties without your consent.
Contributors speak in their own capacity
Vision Goal is an educational and curatorial platform. Contributors speak in their personal capacity; Vision Goal does not provide regulated financial, investment, tax, legal, insurance or pension advice.
Andreas Svoboda
Andreas Svoboda founded Vision Goal in 2022 after more than 30 years across finance, banking, insurance, governance and executive education. Twelve years at Bank Julius Bär & Co. AG as Head of Wealth Planning, Life & Pension across Switzerland and Singapore; nine years at UBS as Head of Finance for UBS Insurance companies; earlier roles at Credit Suisse and Zürcher Kantonalbank.
Twelve peer-reviewed papers on banking, sustainable finance, ESG, AI in financial services, and cross-border life insurance. Fluent in German and English. Pfäffikon SZ.
Vision Goal on LinkedInThree decades inside Swiss and Liechtenstein finance.
02.2012 – 05.2024
Head of Wealth Planning, Life & Pension
Bank Julius Bär & Co. AG · Switzerland / Singapore
09.2009 – 03.2011
Board Member
Liechtenstein Insurance Association, Vaduz
04.2008 – 03.2011
Managing Director / Head of Finance
Wealth Assurance AG, Vaduz / Schaan
07.1999 – 03.2008
Head of Finance, UBS Insurance companies
UBS AG / UBS Life · Switzerland · Liechtenstein · Ireland
10.1998 – 06.1999
Financial Advisor
Credit Suisse, Rapperswil
04.1991 – 09.1998
Various roles
Zürcher Kantonalbank, Zurich
The credentials behind the curation.
FINMA-registered independent insurance intermediary
A FINMA-registered independent insurance intermediary (Swiss Financial Market Supervisory Authority) — transparent, and bound by regulator standards.
Chartered Certified Accountant (FCCA)
Globally recognised qualification in finance and accounting; valued in corporate and public-sector accounting.
Certified Financial Planner (CFP®)
Gold standard for financial planning professionals — required for serious work in personal finance and wealth management.
SVEB Zertifikat Modul 1
Swiss adult-education certificate — qualification to deliver financial training and curated workshops.
Academic credentials
LL.M. International Business Law · MSc Professional Accountancy · DBA (Doctorate of Business Administration).
The platform is curatorial and educational; the regulated work is delivered by named principals introduced through Vision Goal’s network. Programme content is not regulated financial, tax, or legal advice.
Selected peer-reviewed work.
2025
The Democratization of Diversification: How Exchange-Traded Funds (ETFs) Are Transforming Investment Strategies
Economics and Finance
2024
Beyond the Bottom Line: Balancing Profits and Ethical Conduct in the Financial Sector
International Journal of Management Studies and Social Science Research
2024
Gig Economy and Remote Work Challenge Traditional Retirement Planning
International Journal of Management Studies and Social Science Research
2023
Investing in the Islamic World: Opportunities, Challenges, and Implications
Economics and Finance
2023
The Role of Financial Services in the Transition to a Sustainable Economy
Journal of Strategic Innovation and Sustainability
Each entry links to the peer-reviewed source on Academia.edu.
All 12 papersThe platform exists for the rooms. Everything else — the website, the dispatch, the editorial — is in service of what happens when a small room sits down under Chatham House rules with a host who has nothing to sell them. If we keep the rooms honest, the rest takes care of itself.
Andreas Svoboda · Vision Goal · Pfäffikon SZ
Four rules we hold to.
- 01
Curation over volume
A smaller, well-matched group is worth more than a larger one.
- 02
Practitioner over performer
Hosts are present in their personal capacity, not on a marketing roster. The platform is curatorial, not promotional.
- 03
Specificity over ceremony
A short conversation looks for specificity. Each concept commits to phases, not slogans. What is not yet confirmed is said plainly.
- 04
Premium scope, clearly stated
Vision Goal offers executive learning and, through the Private Office, considered introductions — not a course catalogue and not a consulting engagement. Regulated work, when it is needed, is delivered by the specialists introduced.
