Denise H.
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Denise H. Email & Phone Number

Senior Investment Consultant UHNWI | LGT Private Banking Fürstentum Liechtenstein | Trusted Consultant for Ultra High Net Worth Individuals | developing bespoke investment concepts at LGT Private Banking
Location: Meilen, Zurich, Switzerland 9 work roles 2 schools
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Role
Senior Investment Consultant UHNWI | LGT Private Banking Fürstentum Liechtenstein | Trusted Consultant for Ultra High Net Worth Individuals | developing bespoke investment concepts
Location
Meilen, Zurich, Switzerland
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Denise H. is listed as Senior Investment Consultant UHNWI | LGT Private Banking Fürstentum Liechtenstein | Trusted Consultant for Ultra High Net Worth Individuals | developing bespoke investment concepts at LGT Private Banking, a company with 1251 employees, based in Meilen, Zurich, Switzerland. AeroLeads shows a matched LinkedIn profile for Denise H..

Denise H. previously worked as Senior Investment Consultant UHNWI at Lgt Private Banking and Project and Digital Transformation Manager, Wealth Management Switzerland at Ubs. Denise H. holds 2007, Master In Economics And Business Administration (Main Focus In Finance) from University Of Zurich.

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LGT Private Banking

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About Denise H.

Trusted consultant of Ultra High Net Worth Individuals and their family offices with special focus on bespoke investment solutions.Banking expert with 18+ years of in-depth experience and proven track record in investment advisory, sales and trading, product development, digitization, strategy- and business management, investment banking and wealth management.Highly passionate and hands-on leader with strategic mindset and passion for transformation. Strong focus on adding value for clients, client- and investment advisors and other stakeholders. Embraces teamwork with a positive and unbiased mindset.

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Denise H.'s current company

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LGT Private Banking
Lgt Private Banking
Senior Investment Consultant UHNWI | LGT Private Banking Fürstentum Liechtenstein | Trusted Consultant for Ultra High Net Worth Individuals | developing bespoke investment concepts
vaduz, liechtenstein
Website
Employees
1251
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9 roles · 26 years

Denise H. work experience

A career timeline built from the work history available for this profile.

Senior Investment Consultant Uhnwi

Current

Vaduz, Liechtenstein

Jun 2022 - Present

Project And Digital Transformation Manager, Wealth Management Switzerland

Ubs
Jan 2020 - Jun 2022

Strategy-, Business- And Project Management, Ips & Wm

Ubs

Zurich

Feb 2014 - Dec 2019

Active-/Investment Advisor Bei Ips Active Advisory

Ubs

- Multi asset class and crossborder investment advice (non-discretionary) to a highly sophisticated international private client base - Managing and developing a book of international Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients with an advisory contract - Acquisition of new mandates- Examining financial markets and portfolios to search for.

Mar 2010 - Jan 2014

Investment Bank Foreign Exchange And Fixed Income

Ubs
  • IB Foreign Exchange & Commodities: Structuring and Sales Trader
  • Financial engineering of structured products and advisor of investment and hedging solutions for institutional and high-net-worth clients
  • Analysis of client portfolios in respect of hedging and investment needs
  • Pricing and Execution of FX Spot, Forwards, Swaps, NDFs, Vanilla and Exotic Options and Structured Products (e.g. UBS FX Investor)
  • Secondary market transactions of FX Basket Products and assistance in primary market transactions
  • Sharia Relationship Manager for Direct Access Clients from Islamic Countries
Oct 2007 - Feb 2010

Corporate Finance

Zkb
  • Structured & Start-up Finance
  • Analysing financial statements of new and existing corporate clients
  • Analysing structured financing (e.g. debt capital, Mezzanine) in relation to MBOs and MBIs
  • Analysis of business plans for different innovative high-growth companies
  • Advisor of financing strategies for different start-up companies
Jan 2006 - Jun 2006

Revision-Mandates & Accounting Of Securities (Temporary, Beside University)

Asset Manager Gasser & Partner
  • Execution of revision-mandate according to stock corporation law
  • Managing the accounting of asset management customers from different industries
  • Preparation of annual & interim financial statements for existing customers
2002 - 2003 ~1 yr

Accountant Within Awb And Assistant Within Aabs Audit

2000 - 2001 ~1 yr
Team & coworkers

Colleagues at LGT Private Banking

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2 education records

Denise H. education

2007, Master In Economics And Business Administration (Main Focus In Finance)

FAQ

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What company does Denise H. work for?

Denise H. works for LGT Private Banking.

What is Denise H.'s role at LGT Private Banking?

Denise H. is listed as Senior Investment Consultant UHNWI | LGT Private Banking Fürstentum Liechtenstein | Trusted Consultant for Ultra High Net Worth Individuals | developing bespoke investment concepts at LGT Private Banking.

Where is Denise H. based?

Denise H. is based in Meilen, Zurich, Switzerland while working with LGT Private Banking.

What companies has Denise H. worked for?

Denise H. has worked for Lgt Private Banking, Ubs, Zkb, University Of Zurich, and Asset Manager Gasser & Partner.

Who are Denise H.'s colleagues at LGT Private Banking?

Denise H.'s colleagues at LGT Private Banking include Timo Riester, Nobuhiro Sugasawa, Krisrin Kaentrakool, Maximilian Guske, and Ian Zhang.

How can I contact Denise H.?

You can use AeroLeads to view verified contact signals for Denise H. at LGT Private Banking, including work email, phone, and LinkedIn data when available.

What schools did Denise H. attend?

Denise H. holds 2007, Master In Economics And Business Administration (Main Focus In Finance) from University Of Zurich.

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