Résumé
As CEO Geneva at DCP, my focus is on steering our asset and wealth management investment boutique through strategic expansion. With a proven track record in private banking and wealth management, my role encompasses fostering exceptional relationships with a focus on ultra-high-net-worth families, single family offices and institutional wealth, ensuring their goals are addressed with excellence and bespoke solutions.
Over 14 years at UBS serving as Senior Investment Advisor and Client Advisor based in Switzerland for UHNW, Global Family and Institutional Wealth unit for the Middle East with focus on Saudi Arabia and the United Arab Emirates. Prior to that, I served as Senior Business Developer for Financial Intermediaries in Latin America based in Panama.
Expériences professionnelles
Chief executive officer - geneva
DCP Client Partner AG
De Janvier 2025 à Aujourd'hui
Senior client advisor / investment advisor uhnw & gfiw - global family inst wealth, mea / saudisenior client advisor / investment advisor uhnw & gfiw - global family inst wealth, mea / saudi arabia
DCP Client Partner AG , Zurich - CDI
De Octobre 2010 à Décembre 2024
Senior client advisor / investment advisor uhnw & gfiw / gfo - global family inst wealth,mea / saudi
UBS , Zurich
De Octobre 2010 à Décembre 2024
Parcours officiels
Langues
Français - Courant
Espagnol - Langue maternelle
Anglais - Courant
Compétences
Centres d'intérêt
- Gestion de patrimoine Investissements durables Stratégies d'investissement internationales Développement de relations clientèles Innovation financière Philanthropie et gestion privée Sports de gestion d'équipe Voyages d'affaires internationaux Marchés des capitaux émergents Art et investissements
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