Our experts

Roberth Josefsson

Senior Wealth Planner – Sweden

Roberth has worked for Utmost since 2019, first in sales as a relationship manager, and now as a Wealth Planner for the Swedish market. He is currently responsible for the products offered in Sweden and has an active role in supporting the Swedish sales team with tailoring solutions for UHNWIs. Roberth has over 30 years of experience in cross border taxation and M&A. Since 2002, he has been working in Luxembourg as a Wealth Planner in the Private Banking and Insurance sectors primarily covering Sweden but also other European countries, assisting Swedish UHNWIs to structure their cross border financial affairs.

Qualifications

  • L.L.M. Master of Laws, specialised in international taxation
  • Registered agent in Luxembourg covering insurance distribution in the EU.