Zurich, Switzerland
International private banking executive with over 20 years of experience across Switzerland, the United Kingdom and the Middle East. My career has focused on building and scaling regulated financial institutions, developing international private banking businesses and serving ultra-high-net-worth clients. I have held CEO, Executive Management and Board roles in private banking and wealth management, including leading the establishment of regulated entities in Switzerland and the United Arab Emirates. Key areas of experience include: • Establishment and licensing of regulated financial institutions • International private banking and UHNWI client coverage • Strategic expansion into new markets (Switzerland, GCC, Middle East) • Recruitment and leadership of relationship manager teams • Board governance and regulatory engagement (FINMA, FSRA ADGM, DIFC, SCA) Previous leadership roles include CEO of UCAP Wealth Management Switzerland, Executive Board Member and Deputy CEO at NPB Neue Privat Bank AG, and senior roles at EFG International, Abu Dhabi Commercial Bank, and Falcon Private Bank. I am a CFA Charterholder and have served on the boards of financial institutions in Switzerland and the Middle East.
Founding CEO responsible for establishing the Middle East subsidiary of Capital Union Bank Middle East in the Abu Dhabi Global Market. Key responsibilities: • Led the licensing process with the ADGM Financial Services Regulatory Authority • Designed and implemented the operating model and governance framework • Built the initial leadership team and operational infrastructure • Developed the regional strategy targeting professional investors, intermediaries and UHNWI clients
Launched a Category 1 deposit taking bank in the Abu Dhabi Global Markets. Project completed within 12 months. Ownership of all workstreams, including recruitment.
CEO of FINMA-regulated portfolio management firm based in Zurich. Responsible for the development and operational build-out of the firm, including: • Recruitment of relationship managers and equity partners • Implementation of operating and compliance frameworks under FINMA regulations • Expansion of international client coverage and strategic partnerships
Member of the Executive Board of a Swiss private bank regulated by the Swiss Financial Market Supervisory Authority, responsible for international private banking activities and ultra-high-net-worth client coverage. Key responsibilities and achievements: • Led the international private banking business, focusing on UHNWI clients and cross-border markets. • Directed international business development initiatives and expansion into new markets. • Recruited and built a team of relationship managers supporting international client growth. • Oversaw strategic initiatives aimed at strengthening the bank’s international positioning. • Led the establishment of the bank’s Middle East subsidiary in Abu Dhabi Global Market, including governance framework and regulatory engagement. • Served as a licensed Director of NPB (Middle East) Limited.
Project Owner for the establishment of a Category 4 firm in the ADGM.
Project lead for the launch of EFG's advisory office in the DIFC (Category 4 license).