Lausanne, Vaud, Switzerland
With over 15 years in the financial services industry, I have developed deep expertise in business development, consistently driving growth and fostering strategic partnerships across diverse and dynamic markets. My career is defined by a commitment to identifying opportunities, optimizing client solutions, and leading initiatives that enhance organizational performance-especially within the demanding environment of serving High Net Worth and Ultra High Net Worth Individuals (HNWI/UHNWI). My experience spans both private banking and entrepreneurship, equipping me with a unique perspective on client needs and innovative business strategies. I have successfully led cross-functional teams, navigated complex regulatory landscapes, and delivered bespoke financial solutions tailored to the sophisticated requirements of affluent clients. My entrepreneurial journey has further sharpened my ability to spot new opportunities, adapt quickly, and approach challenges with creativity and resilience. I combine analytical rigor with a client-centric mindset, ensuring that strategies are both data-driven and aligned with stakeholder objectives. Colleagues and clients value my collaborative leadership style, adaptability, and unwavering integrity. I am known for building trust-based relationships, empowering teams, and fostering a culture of innovation and continuous improvement. Passionate about mentoring emerging talent, I thrive in environments where strategic thinking and innovation are paramount. Currently, I am focused on leveraging my experience to drive sustainable growth and explore new market opportunities. I welcome connections with professionals who share a commitment to excellence and innovation in financial services. Let’s connect and explore how we can create lasting value together.
Extending a single family office into a multi-family office, for a UHNWI family based in Switzerland. Overseeing the financial, administrative, and personal affairs of the principals. This includes the following key activities: Financial Management • Oversee investment portfolios and coordinate with external advisors. • Monitor cash flow, budgeting, and financial reporting. • Find financing solutions to improve cash availability and therefore reactivity for new projects • Implement and maintain financial controls and systems. • Manage banking relationships and credit arrangements. Wealth Planning & Preservation • Coordinate estate planning, succession planning, and trusts. • Ensure tax efficiency through coordination with legal and tax advisors. • Manage charitable giving, foundations, and philanthropy. Administrative Oversight • Supervise household staff and manage payroll, contracts, and HR. • Handle real estate management, including purchases, sales, and maintenance. • Manage private assets (art, yachts, jets, collectibles). Legal & Compliance • Coordinate legal matters with trusted counsel. • Ensure regulatory compliance in all jurisdictions involved. • Maintain confidentiality and protect sensitive family information. Business & Strategic Advisory • Support family-owned businesses, including M&A or divestitures. • Assist in evaluating new ventures or private equity opportunities. • Advise on risk management and insurance.
Mirabaud is an international banking and financial group that provides a clientele of private and institutional investors, companies and finance professionals with highly customised investment advice, private banking and asset management services. Based in Geneva Mirabaud has developed steadily over the years and now has some 700 employees who, through their experience and expertise, perpetuate the corporate spirit that has reigned over the bank since its foundation in 1819. The Group now conducts its Wealth Management and Asset Management businesses in the main financial centres around the globe and has offices in Switzerland (Geneva, Zurich and Basel) and the rest of Europe (London, Luxembourg, Paris, Madrid, Barcelona, Valencia, Seville and Milan), as well as Montréal, Dubai, Abu Dhabi, Montevideo and São Paulo.
Senior Relationship Manager at Global Gate, an independent asset manager based in Switzerland that offers its clients a dedicated service and expertise for their wealth management needs. We work across the full range of asset classes to deliver optimal investment solutions to our clients. Beside wealth management, we specialize in private equity, in real estate, including financing solutions (structured finance, mortgages, ...). We work with all major custodian banks : - Credit Suisse, UBS, JP Morgan, Pictet & Cie, HSBC, Julius Bär, Société Générale, Swissquote, ... https://globalgate-am.com/ https://www.globalgatecapital.com/
Senior Relationship Manager UHNWI Clients ° wealth management ° private equity sourcing and investments ° investments ° financial planning ° mortgages & financing