Bio
Experience
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Partner & COO
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Oct 2011 - Present
Founding member,Managing investment portfolios in different profiles and reference currencies.Leading the investment committee.
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Member of the Board
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Jan 2013 - Jun 2018
Asset managementMerger with Azure Wealth Switzerland SA 06.2018.
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Private Banking
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Mar 2006 - Oct 2011
Worked with and for HNWI & UHNWI customers within the Senior Client Partner desk, conducting comprehensive portfolio reviews and proposing investment solutions across all asset classes.In charge of the managed accounts, advisory accounts, dynamic clients within the desk and more specifically of the execution, reconciliation, margin assessment and special reporting for a leveraged FX trading customer with volumes exceeding $100mio per trade.
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Apprentice
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Aug 2002 - Jul 2005
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Education
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2018 - 2019Global Association of Risk Professionals (GARP)
FRM Part 1 - Passed -
2008 - 2009ISFB - Institute for Studies in Finance and Banking
Wealth Management -
2002 - 2005Ecole de Commerce Nicolas-Bouvier
Banking Apprenticeship
Suggested Services
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