As a result of more than 18 years as a private banker, I have an in-depth understanding of the world you move in. This experience supports my approach in that I am not a short-term focused person, but instead take a long-term view with a truly international mindset and outlook.
Our philosophy is “the client is at the center of everything,” which always begins with listening to the customer’s needs to provide be spoke solutions underpinned by a strong experience, offering you choice and flexibility in managing your wealth, while preserving the personal touch and accessibility you expect from my company.
In a world of uncertainty, I seek to offer solidity and stability, and I place prudence and risk awareness at the core of our strengths.
We are adaptable, swift, proactive, and hardworking, but most importantly I demand the best and do not tolerate mediocrity; my goal is to anticipate – adapt – evolve.
We focus on supporting our clients in achieving their strategic and financial objectives and our financial sector-focused approach enables us to contribute industrial insight to strategic decision-making.
We have have designed our strategic advisory services to help financial and industry leaders understand the present to plan for the future.
Our differentiating factor is the ability to work with an elite and independent team of specialists capable of understanding and satisfying the customer’s needs. We provide a continuous and selective involvement in project management throughout the life cycle of a mandate until completion.
This partnership with clients is critical and creates long-standing relationships.
Our role is to develop new lines of access to a wide range of sector focused financial investors (Small/ Mid/ Large-Buy-Out, Venture Capital Funds, High Net Worth Individuals and Hedge Funds).
Skilled, enthusiastic and highly respected advisor with 18 years’ experience in private banking.
Passionate in providing financial services and bespoke wealth management solutions to high net worth families and sophisticated investors.
Solution driven focused in tax effective structuring, asset allocation, wealth accumulation and protection, private equity, capital market products and generational wealth transfer. Skilled negotiator, client focused and ambitious hardworking individual with proven record on delivering business growth and increased market share.
Strong experience in building up own client solutions and multiple tasking on a daily basis are part of my success stories.