Home

                              "Wealth Management Advisory Services"

You are at the right webpage, if you are looking for a professional in the Private Banking / Wealth Management and Financial Services industry with:

- 30 years front and senior management experience in the industry in Switzerland, Latin America and the United States
 
- a deep understanding of the challenges being faced by individuals, families and firms active in this industry
 
- an intimate knowledge of the business culture and environment in Switzerland  and Latin America
 
- an extensive personal business network in the industry, including specialized service providers close to the industry

- a clear focus on tangible and practical strategic solutions, plus an effective, hands-on implementation
 
- an outstanding reputation, and an absolute respect of the client’s privacy and use of information with the appropriate discretion