Founder of a multifamily office located in the heart of Europe. Broad knowledge of Wealth Management, Private Banking and Financial Services Industry. Specialties: Investment, Family governance, Asset allocation, Family set up for transition, Advice in transitioning from an entrepreneur to an investor.
Saint Paul Wealth Management
View- Website:
- saintpaulwealthmanagement.com
- Employees:
- 2
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Managing PartnerSaint Paul Wealth Management Feb 2009 - PresentGenève, Switzerland
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Head Of Business Consulting - Private BankHsbc Jan 2002 - Jan 2009Geneva Area, Switzerland -
Senior ExecutiveHsbc Feb 1993 - Jan 2002Genève, Switzerland
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Associate, Senior Financial AnalystHsbc Feb 1987 - Jan 1993Genève, Switzerland
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Associate, Senior Financial AnalystKpmg Mar 1984 - Jan 1987Paris Area, France -
Intern And Financial AnalystKpmg Feb 1980 - Feb 1984Paris Area, France
Daniel Richard Education Details
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Executive Mba -
Economics
Frequently Asked Questions about Daniel Richard
What company does Daniel Richard work for?
Daniel Richard works for Saint Paul Wealth Management
What is Daniel Richard's role at the current company?
Daniel Richard's current role is Managing Partner.
What schools did Daniel Richard attend?
Daniel Richard attended Iae Paris - Sorbonne Business School, Sorbonne University.
Who are Daniel Richard's colleagues?
Daniel Richard's colleagues are Mia Rochat.
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