À propos de Sergey
Anglais
Bilingue ou natif
Français
Notions
Allemand
Capacité professionnelle limitée
Expériences
- Zenith GroveDirectorCONSEIL & AUDITjanvier 2023 - Aujourd'hui (3 ans et 5 mois)Zürich, Switzerland
- Designed operating and governance model for an investment entity under real regulatory and capital constraints.
- Set strategic priorities, budgets, and sequencing under limited resources.
- Coordinated legal, accounting, technology, and external advisors.
- Acted as sole decision-maker across investment, risk, and organizational trade-offs.
- EFG BankSenior advisor, Executive DirectorBANQUE & ASSURANCESnovembre 2024 - mars 2026 (1 an et 4 mois)Zürich, Switzerland
- Led book transformation efforts (AuM $500m with $5m annual revenue) for ultra-high-net-worth individuals and families, converting transactional and brokerage relationships into discretionary and advisory mandates to increase recurring, conflict-free revenue.
- Developed and delivered client narratives articulating the economic, governance, and fiduciary advantages of ongoing advisory contracts, including transparent fee structures that eliminate product-driven conflicts of interest.
- Banque Internationale à LuxembourgSenior advisor, Executive DirectorBANQUE & ASSURANCESnovembre 2024 - août 2025 (9 mois)Zürich, Switzerland
- Managed a $350m UHNW advisory book (~$3m revenue) with a mandate to increase assets under contract through discretionary and advisory solutions.
- Designed advisory value propositions and process frameworks for recurring relationships, gaining early operating-model experience despite limited authority over execution.
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Formations
- MSc in FinanceLondon Business School2011Investment decision-making. Corporate finance, Investment management, Private equity and venture capital financing
- BSc in EconomicsPlekhanov Russian University of Economics2004Decision-making under uncertainty. Mathematical methods in economics, statistics, probability theory.
Certifications
- Certified Chartered AccountantACCA2010