Experience

HEG

• Switzerland
• Higher Education
• 200 - 300 Employee

• Bank and Finance Scientific Committee Member

  • Dec 2022 - Present



Cité Gestion SA

• Switzerland
• Investment Management
• 1 - 100 Employee

• Member of the Executive Management Committee

  • May 2012 - Present

  Cité Gestion is a Swiss Bank entirely dedicated to Wealth Management with 100 employees and CHF 7bio of AUM Cité Gestion is a Swiss Bank entirely dedicated to Wealth Management with 100 employees and CHF 7bio of AUM



LVMG SA

• Switzerland
• Real Estate
• 1 - 100 Employee

• Vice Chairman of the Board

  • May 2019 - Present

  LVMG is a Swiss Investment company with exclusive focus on the real estate small caps niche market LVMG is a Swiss Investment company with exclusive focus on the real estate small caps niche market



SAQ Swiss Association for Quality

• Switzerland
• Education
• 1 - 100 Employee

• CWMA Examination Committee Member

  • Jul 2019 - Dec 2022

  SAQ is offering the Certification Wealth Management Advisor (CWMA), the agreed professional standard by the Swiss banks since 2016 for their Private Banking advisors. The certificate is in line with the ISO 17024 standards and is recognized by the State Secretariat for Economics Affairs (SECO). SAQ is offering the Certification Wealth Management Advisor (CWMA), the agreed professional standard by the Swiss banks since 2016 for their Private Banking advisors. The certificate is in line with the ISO 17024 standards and is recognized by the State Secretariat for Economics Affairs (SECO).



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Director

  • Jan 2004 - Apr 2012

  Team Leader of a Premium Clients Desk in the Wealth Management Unit of the Bank Team Leader of a Premium Clients Desk in the Wealth Management Unit of the Bank



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Private Banker

  • Sep 1999 - Dec 2003

  Relationship Manager of High Net Worth and Ultra High Net Worth clients in the Private Banking arm of the Bank Relationship Manager of High Net Worth and Ultra High Net Worth clients in the Private Banking arm of the Bank



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Portfolio Manager and Investment Advisor

  • Feb 1996 - Aug 1999