Financial Markets & Private Banking

  • Financial Markets and Private Banking have evolved over the past years and have become more and more sophisticated and controlled. This implies more complexity for both clients and their bankers in everyday business.
  • I have worked for several types of banks both Swiss and Foreign. I have held key positions in various departments: Trading, Treasury, Investment Advisory, Bank to Bank Relationship Management and Client Relationship Management. I can offer you advice not only on the Asset Allocation of your Investment Portfolios but also on how to optimize your relationship with your bank(s); how to simplify and ameliorate this relationship. I can advise you on the various financial products and services your bank may offer, this is my specialty.
  • All client information will be treated strictly confidential.
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