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.

Industry field of expertise

Languages

English
Native or bilingual

Workplace preferences

Can work on-site

Geneva (up to 50km), Geneva (up to 50km), Zurich (up to 50km)

Allied Consulting Switzerland Sàrl,
Founder & Director
July 2022 - Today (3 years and 11 months)
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
March 2018 - June 2022 (4 years and 3 months)
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
June 2015 - February 2018 (2 years and 8 months)
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.