Headline

Managing Director at Union Bancaire Privée (UBP)

About

Senior Wealth Manager | Global Finance Expert | Relationship Builder With over 20 years of experience in finance, wealth management, and business development, I specialize in cultivating and managing complex relationships with high-net-worth (HNWI) and ultra-high-net-worth individuals (UHNWI). I am dedicated to delivering tailored investment solutions that meet the unique needs of each client. Expertise Highlights: Asset Management: Proficient in Fixed Income, Equity, Derivatives, Hedge Funds, Credit, and Foreign Exchange. Credentials: CFA and CAIA Charterholder, providing a comprehensive understanding of the financial landscape for exceptional investment advisory services. Skills: Relationship Management, Project Management, Business Development, Marketing, and Investment Advisory. Leadership: Proven leadership skills across multicultural environments, fostering collaboration and driving success. Languages: Fluent in French, Spanish, Dutch, and English, with conversational proficiency in Hindi, enabling effective communication with a diverse clientele. I am passionate about leveraging my skills and experience to drive success and foster long-term relationships. "The only way to do great work is to love what you do." – Steve Jobs

Location

Zürich Metropolitan Area

Work experience

Managing Director at UBP - Union Bancaire Privée, Sep 2024 - Present · 1 yr 10 mos, Zurich, Switzerland, Senior Relationship Manager covering UHNWI in Europe and Middle East.

Director at Credit Suisse, Oct 2015 - Sep 2024 · 9 yrs, Zurich, Switzerland, Senior Relationship Manager (Director) and Cluster Head focusing on UHNWI (primarily the global Indian diaspora) located in the Middle East, Africa and UK. I am a trained UK specialist with in-depth knowledge of UK RND rules and regulations. Responsibilities include: 1) Assisting UK RD and UK RND clients with wealth management/estate planning needs in accordance with rules set by the FCA. 2) Adopting a more holistic approach to the solutions we provide to clients by combining wealth management, credit, investment banking, corporate banking and estate planning/trusts into one complete offering. 3) Increasing penetration of Credit Suisse in growth markets (UK, Middle East, APAC and Africa). As a seasoned banker and a Member of Senior Management at Credit Suisse, my objective is to gain a greater understanding of my clients' needs, and also provide an ideal opportunity to review and in some cases challenge current thinking.

Mentor / Advisor to Cashforce at Techstars, Aug 2015 - Sep 2015 · 2 mos, Greater New York City Area, Mentor and Advisor to Belgian fintech company "Cashforce' as part of the Barclays 2015 Accelerator program. http://www.techstars.com/content/blog/meet-the-barclays-accelerator-powered-by-techstars-class-of-2015/ During two months, I : a) Worked with the founding team on building a solid pipeline of clients/partners in the US and Asia. b) Interacted with VCs and Angel Investors globally to help Cashforce raise cash (Series A) https://www.belcham.org/system/files/160113%20PR%20Cashforce%20Volta%20Ventures%20ENG.pdf c) Increased the company's recognition by participating in events (Cashforce was nominated as one of the 3 most promising companies of the year by the Belgian chamber of Commerce, https://www.belcham.org/content/and-winner-belcham-most-promising-company-year-award-2015) d) Guided the CEO with speeches and other commercial tools/techniques. Cashforce website: www.cashforce.com

Senior Vice President - Head of EMEA and Asia at Safra National Bank of New York, May 2014 - Sep 2015 · 1 yr 5 mos, Greater New York City Area, Senior Relationship Manager responsible for building and growing the international private banking platform for Safra National Bank of New York with a primary focus on clients residing in Europe, Middle East, Africa and Asia. Responsibilities include: a) Managing a team of Relationship Managers focusing on EMEA and Asia b) Building connections with colleagues (Safra-Sarasin) across the globe to promote synergies and cross-referrals c) Advising clients on financial planning and portfolio strategies d) Working with the commercial real estate specialists to offer financing to key clients e) Developing relationships with Family offices, Lawyers and other centers of influence in the US and EMEA/Asia. f) Adhere with compliance rules and guidelines while conducting business

Advisory Board Member at Nooka Inc., Jun 2013 - May 2014 · 1 yr, Greater New York City Area, Advisor to the board of Nooka Inc Discussions included solutions to: a) Increase sales using available digital media and parter websites b) Make sure clients come back to the website and shop other products

Education

Finance, CFA Charterholder, CFA institute

CAIA Charterholder, Alternativate Investments, CAIA Association