"Wealth Management Advisory Services"
You are at the right webpage, if you are looking for a professional in the Private Banking / Wealth Management and Financial Services industry with:
- 30 years front and senior management experience in the industry in Switzerland, Latin America and the United States
- a deep understanding of the challenges being faced by individuals, families and firms active in this industry
- an intimate knowledge of the business culture and environment in Switzerland and Latin America
- an extensive personal business network in the industry, including specialized service providers close to the industry
- a clear focus on tangible and practical strategic solutions, plus an effective, hands-on implementation
- an outstanding reputation, and an absolute respect of the client’s privacy and use of information with the appropriate discretion