Phuong Wheeler

Trust Officer

Phuong Wheeler joins Huber Partners AG as a Trust Officer on April 1, 2025, bringing over 35 years of banking experience from her tenure as Senior Account Manager and Executive Director at Credit Suisse AG. Transitioning from the banking sector to trustee, she brings expertise in wealth management and advisory services for UHNW clients. In her new role, she will administer trust accounts, navigate stakeholder interests and ensure compliance with regulations.

Phuong is a Certified Wealth Management Advisor (CWMA) and holds a Federal Diploma in Business Management from the Swiss Institute for Business Economy in Zurich. She is currently pursuing a STEP Certificate in International Trust Management to deepen her expertise in international trust services.

In addition to her banking career, Phuong was an entrepreneur and founder of a private childcare center in Zurich, which she successfully ran for 20 years. She started this venture at a time when finding quality childcare for working parents was a significant challenge. This experience cultivated her passion for supporting early childhood education.