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Bio

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Evgenii Klimov is a seasoned finance professional with expertise in wealth management, investment strategy, and digital transformation. He has held senior roles at ATON, Priority Quality Invest, and FP Wealth Solutions SA, with a focus on client acquisition, portfolio management, and sales team management. Evgenii holds an MBA from EPFL and a law degree from Perm State University.

Experience

    • Head of Client Investment Management
      • Jan 2023 - Present
      • Geneva, Switzerland

    • Head of Investment Strategy
      • Jun 2019 - Jan 2023
      • Switzerland

    • Russian Federation
    • Financial Services
    • 400 - 500 Employee
    • Head Of Sales and Distribution, deputy Head of Investment Management
      • Jan 2014 - Apr 2016

      Acquisition of Russian clients for external asset management with Swiss banks. Formulating the client portfolio strategy and portfolio composition a consideration of them with the clients. Offer relationship managers and private clients investment advice. Manage and Implement the Investment strategy in discretionary portfolios within client constraints, with a focus on Russian clients. Responsible for partner sales.

    • Head BP&А
      • Jul 2012 - Jan 2014

      Search and acquisition of the new local partner-firms in the regions of Russia.Training of new partners in the provision of private banking services for wealthy Russian individuals.

  • INVESTLAND
    • Moscow, Russian Federation
    • CEO
      • Jun 2006 - Jun 2012
      • Moscow, Russian Federation

      Created a multi-family office. Sales team management. Work with wealthy clients.Search and conclusion of an agreement with partners.

Education

  • 2018 - 2019
    EPFL (École polytechnique fédérale de Lausanne)
    Master of Business Administration, Digital transformation
  • 2002 - 2005
    Higher School of Economics
    Finance and Financial Management Services
  • 1997 - 2002
    Perm State University (PSU)
    Law

Suggested Services

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Industry Focus. “Financial Services”

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