Christophe Diserens, Caia

Christophe Diserens, Caia Email and Phone Number

Experienced Private Banker | Fintech Enthusiast | Blockchain Entrepreneur @ SwissBorg
Christophe Diserens, Caia's Location
Lausanne, Vaud, Switzerland, Switzerland
Christophe Diserens, Caia's Contact Details

Christophe Diserens, Caia work email

Christophe Diserens, Caia personal email

n/a
About Christophe Diserens, Caia

Christophe Diserens, Caia is a Experienced Private Banker | Fintech Enthusiast | Blockchain Entrepreneur at SwissBorg. He possess expertise in portfolio management, equities, investments, private banking, management and 13 more skills. He is proficient in English. Colleagues describe him as "Christophe was hired for an internship but showed from the very start that he was something special. Within a few weeks we offered him a job as a Sales Development Representative. The main function is to help and find new leads and business opportunities and then pass it on to sales. With a minimum of training he helped finding opportunities, growing them into suitable solutions and also final negotiation to close the business. In his job he was a good team player, took own initiatives but never jeopardized the business, he was also very determined to be successful and a very nice colleague in general. I highly recommend Christophe."

Christophe Diserens, Caia's Current Company Details
SwissBorg

Swissborg

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Experienced Private Banker | Fintech Enthusiast | Blockchain Entrepreneur
Christophe Diserens, Caia Work Experience Details
  • Swissborg
    Chief Wealth Officer
    Swissborg Jan 2024 - Present
    Lausanne, Vaud, Ch
    My objective is to guide and support you throughout your investment journey, helping you make informed financial decisions.
  • Swissborg
    Cco
    Swissborg Jan 2020 - Jan 2024
    Lausanne, Vaud, Ch
  • Swissborg
    Cbdo
    Swissborg May 2017 - Jan 2020
    Lausanne, Vaud, Ch
  • Efg Bank
    Vice President
    Efg Bank Feb 2008 - Sep 2017
    Zürich, Ch, Ch
    ASSET MANAGEMENT:(Assets under Management in EFG LIBRA CHF 45 Mio)- Manager of EFG LIBRA USD/CHF/EUR (CH0143580170) since 2012- Managed discretionary mandates from 2010 to 2012- Technical analysis on major indices, commodities and major FX pairs to identify trends, determine entry and exit points.- Analysis and interpretation of macroeconomic data and news to determine the long term trend- Executional trading- Daily monitoring and cash managementCLIENT SERVICES:(Assets under Management in the team: CHF 500-600Millions)- Giving financial advice on derivatives, equities, bonds and major FX pairs to high net worth individual- Development (with the asset management) of tailored made portfolio and products to fit the client needs- Dealing with credit request (mortgages, loan, collateral and margin set up- Servicing of independent asset managerPROJECT MANAGEMENT:- Set up and launched a Swiss fund, EFG LIBRA (preparation of the prospectus, meeting withthe administrators)- Set up and launched an internal discretionary management mandate (marketing material,legal documentation, investment spread sheet)
  • Webex Communications
    Sales Development Representative
    Webex Communications 2006 - 2006
    San Jose, California, Us
    Develop and manage lead development activities for Corporate and Enterprise Sales in Europe. These efforts will consist of the following: • Work closely with Sales Team to follow up on marketing campaigns to identify opportunities/leads. • Out-bound prospecting to identify sales opportunities within accounts in the UK • Schedule appointments for Sales to follow up on qualified in-bound and out-bound leads• Assist Sales Representatives in executing general business development activities • Responsible for understanding company's service offerings and competitive landscape

Christophe Diserens, Caia Skills

Portfolio Management Equities Investments Private Banking Management Asset Management Finance Banking Trading Business Development Hedge Funds Financial Analysis Fx Options Financial Markets Derivatives Equity Derivatives Fixed Income Corporate Finance

Christophe Diserens, Caia Education Details

  • Hec Lausanne - The Faculty Of Business And Economics Of The University Of Lausanne
    Hec Lausanne - The Faculty Of Business And Economics Of The University Of Lausanne
    Management
  • Uppsala University
    Uppsala University
    Economics

Frequently Asked Questions about Christophe Diserens, Caia

What company does Christophe Diserens, Caia work for?

Christophe Diserens, Caia works for Swissborg

What is Christophe Diserens, Caia's role at the current company?

Christophe Diserens, Caia's current role is Experienced Private Banker | Fintech Enthusiast | Blockchain Entrepreneur.

What is Christophe Diserens, Caia's email address?

Christophe Diserens, Caia's email address is ch****@****able.ch

What schools did Christophe Diserens, Caia attend?

Christophe Diserens, Caia attended Hec Lausanne - The Faculty Of Business And Economics Of The University Of Lausanne, Uppsala University.

What skills is Christophe Diserens, Caia known for?

Christophe Diserens, Caia has skills like Portfolio Management, Equities, Investments, Private Banking, Management, Asset Management, Finance, Banking, Trading, Business Development, Hedge Funds, Financial Analysis.

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