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Christoph SchmidCS

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À propos de Christoph

1️⃣ Business Turnaround & Operational Transformation

Client / Sector: Lloyds TSB Private Banking, Geneva
Problem: Multiple unprofitable international clients threatened profitability.
Action: Promoted to Team Head; developed quantitative due diligence for 1,500+ accounts, recommended closures, and refocused on high-value clients.
Result: Achieved profitability after 18 months, transforming the business from a cost center to a profit center, increased average annual ROA to 2.5% p.a., and doubled AUM after 30 months.


2️⃣ Regulatory & Compliance Transformation

Client / Sector: IX-7 Asset Management, UAE
Problem: Failed annual audit, inadequate KYC, risk management, and compliance processes.
Action: Designed and implemented a fully automated cloud-based first line of defense strategy covering KYC, transactions, asset allocation, compliance, client reporting, and risk heat-maps.
Result: Improved real-time risk oversight, enabled proactive audits, and strengthened regulatory compliance framework.


3️⃣ WealthTech & Investment Process Optimization

Client / Sector: Private Asset Management / Technology & Energy Transition Investments
Problem: Investment decision-making lacked reliability and scalability; risk of mis-selling.
Action: Developed a WealthTech app integrating FWD company data, economic fundamentals, and historical patterns; oversaw monitoring of 20+ investment projects.
Result: Increased process reliability and profitability by 15%, supporting initial AUM exceeding $200M and enabling scalable, compliant investment management.



  • Anglais

    Bilingue ou natif

  • Français

    Bilingue ou natif

  • Allemand

    Bilingue ou natif

  • Espagnol

    Notions

Accepte de travailler sur site
Genf (jusqu’à 50 km)

Expériences

  • Global Financial & Advisory Clients
    Independent Consultant | Strategic Operations, Finance & Advisory
    CONSEIL & AUDIT
    octobre 2023 - Aujourd'hui (2 ans et 8 mois)
    Abu Dhabi, Émirats arabes unis
    Key Engagement: Advised PE investors on $500M REE capital raise and operational planning.
    • Advise investors, family offices, wealth/fintech, and financial services firms on operational design, strategic growth, and scaling.
    • Build governance, financial, and operational frameworks to strengthen resilience and execution.
    • Implement reporting, analytics, and risk transparency tools.
    • Lead cross-border transformation projects aligning strategy, process, and stakeholder outcomes.
    WealthTech / FinTech Platforms Quantitative due diligence & investment analysis Strategy & Business Transformation FinTech / WealthTech Process-Advisory Stakeholder alignment
  • IX-7 Asset Management SA, Geneva & IX7 Asset Advisory Services Limited,
    Managing Director | Finance, COO/Strategy & Operations Lead
    BANQUE & ASSURANCES
    avril 2007 - septembre 2023 (16 ans et 5 mois)
    Abu Dhabi - United Arab Emirates
    Metrics summary: Directed ~$1B annual flows, scaled revenues from $0 to $15M, and transformed operations through process digitization and governance integration.
    • Implemented digital and AI-driven investment, compliance, and reporting platforms.
    • Oversaw market expansion across regions, strengthening institutional engagement.
    • Led cross-functional global teams and embedded governance, risk, and compliance frameworks.
  • LTSB Geneva
    Head Market North America | Strategy, Finance & Compliance
    BANQUE & ASSURANCES
    octobre 2001 - mars 2007 (5 ans et 5 mois)
    Genf, Suisse
    Leadership and Governance:
    • Oversaw NA portfolios with $750M+ annual turnover and improved ROA to +2.5%.
    • • Enhanced institutional client penetration; strengthened cross-border compliance frameworks.

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Formations

  • Certified European Financial Analyst
    Certified European Financial Analyst
  • Certified Financial Portfolio Manager
    PGDip
    Certified Financial Portfolio Manager

Compétences

Catégories