Tobias Brandt
Managing director
tobias.brandt@corbyfinancial.com
Languages: German, English, Spanish
- Pensions
- Insurance
- Retirement
About
Tobias Brandt leads client development at Corby SA, drawing on experience in private banking and equity sales. He works with prospective clients to understand their priorities and introduce the investment and advisory teams best placed to support them. His client-development work contributed to 40% growth in the private-client base over four years. Tobias also launched the firm’s client-education programme, which attracts more than 600 attendees annually. Fluent in German, English and Spanish, he places clear explanations and well-defined expectations at the centre of the client relationship.
He approaches business development as the beginning of an ongoing advisory relationship. Early conversations focus on what clients want to achieve, how they prefer to communicate and what they expect from professional investment support. Through the education programme, Tobias encourages informed questions and a better understanding of the firm’s approach, helping prospective and established clients participate more confidently in discussions about their finances.
Professional focus
- Private-client development and relationship building
- Initial needs and expectations discussions
- Client education and investment communication
- Coordination between prospective clients and advisers
Results
- 40% growth in the private-client base over four years.
- More than 600 attendees annually at the client-education programme.
Make an appointment
A first meeting is free and does not commit you to a mandate. Tobias will get back to you.
Colleagues
- Markus Engel
Director, client communications
- Marc Weber
Managing Director, Client Operations
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