Fanny Tafakis (Duch) Email & Phone Number

Zurich, Switzerland

Zürich Area, Switzerland

I work on the challenges of wealth management, wealth transition and evolving preferences for sustainable and impactful investments. 10 years in financial planning and in the organisation of complex and multifaceted projects. Team player, creative and entrepreneurial mindset, advocate for cultural diversity and long-term partnerships.- Private assets.

Geneva, Switzerland

• In 2022, I took over the reins of our more than 50-year-old business and established a new company. I've embraced the responsibility of leading our family business towards innovative growth while preserving our.
• Implementing impactful and sustainable strategies in financial planning, team management, and human capital
• Overseeing communication, public and social/media relations, and exclusive event planning Show less

Zürich Area, Switzerland

- Acquisition and development of the investors database for the funds managed by the group- Assist the Head of Marketing and Investor Relations in all aspects of the funds business- Creation and update of marketing materials.- Strategic development of the firm's Investment/Product marketing.- Oversight of 3rd party marketing vendors.- Involvement in ad hoc.

Geneva Area, Switzerland

- Identify the company’s requirements and expectations for each event.- Liaise with stakeholders during the event planning process to ensure everything is in order.- Manage all event set-up, tear down and follow-up processes.- Maintain event budgets.- Book venues, entertainers and schedule speakers.- Conduct final inspections on the day of the event to.

Geneva Area, Switzerland

- Full support to the business development team- Events and meetings coordination- Creation and management of the database of prospects and investors- Application and control of the new corporate identity- Internal events/team buildings events