Description

I bring 30+ years of Swiss & global senior banking and wealth management hands-on experience to the consulting table — turning regulatory, product, risk and operational challenges into practical, implementable and quality solutions.

Domaines d’expertise

Langues

Anglais
Bilingue ou natif

Préférences en matière de lieu de travail

Accepte de travailler sur site

Geneva (jusqu’à 50 km), Geneva (jusqu’à 50 km), Zurich (jusqu’à 50 km)

Allied Consulting Switzerland Sàrl,
Founder & Director
juillet 2022 - Aujourd'hui (3 ans et 11 mois)
Coppet, VD, Switzerland
Providing consulting services to banks in Switzerland and Europe.
• From July 2022-Dec 2023, provided consulting services as an independent.
• Established Allied Consulting Switzerland Sàrl in Dec 2023.
Banque Pictet & Cie, Wealth Management,
Executive Director, Investment Platform Senior Business Manager
mars 2018 - juin 2022 (4 ans et 3 mois)
Geneva, Switzerland
for the Global Discretionary Portfolio Management Business.
• Described the risk management set-up to the German regulatory authority wrt the transfer of Pictet's European headquarters from Luxembourg to Germany.
• Spearheaded the strategic asset allocation project for DPM globally on an operational level.
• Led the revamping of the contractual framework of the ultra-high net worth offering (GFM).
• Shaped and established global DPM governance with respect to the international locations.
UBS AG, Wealth Management,
Executive Director, Program Management, COO WM
juin 2015 - février 2018 (2 ans et 8 mois)
Zürich, Switzerland
Established new operating banking entities and onboarded acquired banks.
• French Bank Acquisition Onboarded and integrated an acquired French banking entity into the UBS Group including the management of key regulatory requirements.
• Eurobank Program Led the Target Operating Model ("TOM") and the internal risk assessment stream for the establishment of UBS' Eurobank (UBS Europe SE) that was established in December 2016 in Frankfurt. The TOM document described the governance, organizational structures, business and operational processes and functional support models.