Zurich, Zurich, Switzerland
Experienced Head with a strong background in law, an executive master's in economics, and 25 years of experience in wealth and asset management. This combination of education and knowledge provides me with a unique advantage in the industry. I can offer comprehensive financial solutions that encompass legal considerations, economic insights, and a wide range of practical experience, which clients and employers find highly valuable. Skilled in Private Banking, Family Businesses, Asset Management, Equities, Capital Markets, and Corporate Governance. I possess comprehensive knowledge and extensive experience across a diverse range of asset classes. My proficiency spans from traditional to alternative investments, including cash, fixed income, equities, real assets, private equity, hedge funds, structured products, and more.
The Swiss Single Family Office Association (SFOA) serves as a forum and think tank for Single Family Offices based in Switzerland to candidly share knowledge and expertise in an environment of trust. Furthermore, SFOA aims at building a cohesive framework for the professional development of family officers and principals, and acts as the official spokesperson for the Swiss Single Family Office industry vis-à-vis cantonal and federal authorities and lawmakers.
The Lombard Odier Group has a presence in the world’s main financial centers and a network of 25 offices in 18 countries. Total client assets were CHF 203 billion at the end of September 2013 of which assets under management accounted for CHF 174 billion. The Group employs about 2,000 staff and offers its clients wide-ranging advice in the areas of wealth management, financial products, and specialized services. Its private banking activities in Switzerland are provided by Bank Lombard Odier & Co Ltd. Lombard Odier is headed by eight Partners, who represent up to the seventh generation of bankers running the Firm. They are both owners and managers. Since its founding in 1796, the Firm has stayed true to its primary vocation of preserving and growing the assets entrusted to it and helping to hand them to future generations.