Founder and CEO
✦ 20+ years as an Investment Business Manager.
✦ Managed portfolios over $3B.
✦ Leadership roles at Citibank and Coutts.
✦ Economics and Finance degrees from Cambridge.
✦ 30+ years in private banking.
✦ Managed major private banking divisions of financial institutions.
✦ Ex-Chief Advisor, Kuwait Real Estate; Ex-Country Manager Bank of America Switzerland.
✦ Master of Law degree and MBA from the University of Leiden and University of Oregon.
✦ 30+ years in client relationship and investment management.
✦ Ex-VP at Pictet Bank and EFG Private Bank.
✦ Roles at Synergy Asset Management across Europe, Japan, and India.
✦ BA in Economics, trilingual (English, French, Italian).
✦ 20+ years advising family businesses/private banking.
✦ Ex-Senior Banker at UBS, Bank Worms.
✦ BA in Economics from University of Geneva.
✦ Quadrilingual: French, Greek, English, Italian.
✦ 25+ years in private banking/asset management.
✦ Ex-Director at Ferrier Lullin & Cie.
✦ Ex-Portfolio Manager at Bank of America.
✦ Trilingual: French, English, Spanish.