Geneva, Geneva, Switzerland
Senior investment advisory leader with nearly 20 years of experience managing UHNW client portfolios and building high-performing teams across UBS, Credit Suisse and J.P. Morgan. Proven track record in franchise growth, post-merger integration, and delivering bespoke cross-asset strategies to the world’s most active and sophisticated clients. Trusted for driving transformation and results in complex, high-stakes environments.
Driving the growth and integration of UBS’s flagship investment advisory business for Swiss Ultra High Net Worth (UHNW) clients post-major bank merger - Led a top-performing team of senior Investment Advisors covering UBS’s most active and complex UHNW private clients and family offices - Orchestrated the integration of two seasoned investment advisory teams harmonising distinct cultures and operating models during the merger of two systemic banks - Defined and executed strategic roadmap for franchise growth, client penetration, and enhanced advisory quality and impact - Acted as a senior reference point in change management, ensuring alignment across leadership, advisors, and clients including CS clients migration to UBS model
Entrusted with leading the transformation and continuity of Credit Suisse’s UHNW investment advisory business through post-merger transition - Set regional advisory strategy and operating standards, managing senior consultants advising top-tier UHNW clients from the Swiss Romandie region - Owned business continuity, client retention, and revenue growth - Reinforced client trust through tailored strategic and tactical cross-asset advice, during institutional uncertainty - Played a key role engaging in internal and external communication during the UBS–Credit Suisse integration
Built and led Credit Suisse’s premier Investment Consulting franchise for Romandie’s top UHNW clientele - Scaled a newly created Investment Consulting Premium Clients franchise in the Romandie region from inception to a core revenue driver in Switzerland - Recruited, developed and led a high-performance team advising on sophisticated investment solutions across asset classes - Designed and implemented customized strategic & tactical portfolio strategies, maintaining a fiduciary and client-first approach - Established long-term client loyalty and business resilience and growth across market cycles
Provided world-class investment advisory to JP Morgan’s most dynamic UHNW clients across global markets - Managed advisory & discretionary investment portfolios of JP Morgan Suisse's most active and sophisticated UHNW clients of Europe, Latin America & Middle East Offshore, advising on and trading the bank product palette across asset classes - Originated, priced, marketed and implemented bespoke investment solutions with a fiduciary mindset for a trading-oriented clientele seeking mostly opportunistic, absolute-return ideas with an institutional-level investment coverage and execution - Drove substantial wallet share growth through high-impact advisory
Drove FX & Commodity bespoke trading strategy and client advisory across EMEA and LatAm markets - Traded FX & Commodity Spots, Forwards, Swaps, Over-The-Counter Options, Dual Currency Investments and Structured Products - Advised on FX & Commodity markets and promoted our trading platform to EMEA/LatAm clients and the sales force - Created, priced and delivered high convictions customized investment strategies (options, structured products, strategic or tactical overlay, etc.) to address currency risks and enhance returns - Optimized bank-wide daily FX exposure across multiple platforms in EMEA & Asia
- Analyst in the Middle East team: supported bankers and investors in preparing client and prospect pitch books and other presentations; developed projects at the Chief Operating Officer’s request - Analyst in the Mutual Funds team: managed mutual funds orders throughout the trade cycle and supported the Front Office for mutual funds trading