Gregory Keller, Cfa Email and Phone Number

* CIO of a wealth management company for HNWI* Responsible of his own clients book (CHF 70M of Assets under Management)* Portfolio management focusing mainly on single stocks, with a contrarian bias

• CEO of a wealth management company for HNWI• CHF 70M of Assets under Management• Management of investments, compliance, risk management, as well as all the administrative of a company• Company affiliated to SOFIT, and in the process to get the FINMA licence• Portfolio management focusing mainly on single stocks, with a contrarian bias

- Member of the Investment Committee- Responsible for the FX as well as the Derivatives Advisory recommendations- Management of a FX portfolio with CHF 60M AuM- Investment advice on all asset classes to HNWI in a portfolio context- Close cooperation with the RMs for the management of their portfolios- Generation of "Advisory Recommendations" (one-pager) on single stocks- Presentations on the front

• Investment advice on all asset classes to 30 HNWI (20 direct contacts, 10 indirect contacts) in a portfolio context • Trades execution (execution only or after advice given)• Contribution to new clients’ prospection and clients’ retention• Presentations (markets review and recommendations) on the front

• Investment advice on all asset classes to 50 HNWI (20 direct contacts, 30 indirect contacts) in a portfolio context • Trades execution (execution only or after advice given)• Contribution to new clients’ prospection and clients’ retention,• Presentations (markets review and recommendations) on the front

• Proposals elaboration• Placing orders for equity and bond trades• Renewals of fixed-deposits, loans and structured products• Daily contact with clients to provide them with the information they require

• Advisory for payments, savings and investments• Account's opening