Isabelle Delécraz Regad
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Isabelle Delécraz Regad Email & Phone Number

Client Investment Advisor at Alternative Bank Schweiz
Location: Geneva, Switzerland 10 work roles 4 schools
1 work email found @abs.ch LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Current company
Alternative Bank Schweiz
Role
Client Investment Advisor
Location
Geneva, Switzerland
Company size
71 employees

Who is Isabelle Delécraz Regad? Overview

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Quick answer

Isabelle Delécraz Regad is listed as Client Investment Advisor at Alternative Bank Schweiz, a with 71 employees, based in Geneva, Switzerland. AeroLeads shows a work email signal at abs.ch and a matched LinkedIn profile for Isabelle Delécraz Regad.

Isabelle Delécraz Regad previously worked as CAS in Sustainable Finance at Heg and Senior Client Service Officer - Fondée de pouvoir at Efg Bank. Isabelle Delécraz Regad holds Bachelor Of Business Administration - Bba, Hec - Major In Finance from University Of Geneva.

Company email context

Email format at Alternative Bank Schweiz

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*@abs.ch
71% confidence

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Profile bio

About Isabelle Delécraz Regad

I am deeply motivated to raise awareness on how to invest ethically into sustainable companies while avoiding greenwashing. Terminology is a jungle and it can be challenging to navigate through major concepts and approaches.Most of my career was dedicated to private clientele relationships. To pursue my inner values and goals, I completed a CAS in Sustainable Finance from HEG Geneva in 2021.I help clients align their values and financial objectives with sustainable investments. - Sustainability profile assessment- Education on the different terminologies and methodologies used - Transparency and clarity on the intended effects of each sustainable investment approach.The CAS in Sustainable Finance Diploma adds a sharp knowledge in :Identifying investments that create a deeper environmental and social impact.Developing a critical eye, smart ideas and creative thinking in various contexts of sustainable finance.Member of Sustainable Finance Geneva since 2020.

Listed skills include Customer Relationship Management, Investment Advisory, Sustainable Investing, Financial Analysis, and 8 others.

Current workplace

Isabelle Delécraz Regad's current company

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Alternative Bank Schweiz
Alternative Bank Schweiz
Client Investment Advisor
olten, solothurn, switzerland
Website
abs.ch
Employees
71
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Company profile
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10 roles

Isabelle Delécraz Regad work experience

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

Client Investment Advisor

Current
Alternative Bank Schweiz

Geneva, Switzerland

Access Ethic Investments solutions through innovative management mandates & customized propositions.-> Tackle a significant impact into the real economy and finance the transition.

Jan 2022 - Present

Cas In Sustainable Finance

Heg

Geneva, Switzerland

Understand the drivers and characteristics of sustainable finance through case studies and built my own responsible investment strategy.

Jan 2021 - Aug 2021

Senior Client Service Officer - Fondée De Pouvoir

Efg Bank

Geneva, Switzerland

Responsible for looking after over 120 international High Net Worth clients.- Contributed to bring over 10 millions Net New Assets through based on trustworthy relationships establishement.- Servicing clients : trades, customized investments proposals, transfers, on-boarding accounts, KYC, liaison with counterparts, customized reporting.- Liaise with all departments : Legal, Operations, Compliance, IT, Investments solutions to provide a high level of service and solutions.- Contributed to enhance front office data management system.

Oct 2006 - Nov 2020

Client Service Officer

Pictet & Cie

Geneva, Switzerland

Servicing French influent clients. Assisted a Senior Relationship Manager.- Daily cash account management, placing trades, security transfers, account opening, back-office liaison.- clientele meetings and administrative follow-up.

Feb 2005 - Sep 2006

Assistant Portfolio Manager

3Macs, A Division Of Raymond James

Toronto, Canada

Servicing Canadian private clients.- Account openings, placing trades, dealing with transfers, liaison with banks' back-office to ensure best execution.- Manage compliance requests.- Portfolio analysis and reporting to clients.

May 2003 - Jan 2005

Front Office Coordinator And Client Service Officer

Banque Lombard Odier & Cie Sa

Toronto, Canada

Responsible to coordinate contacts between Head office Geneva and offices in Canada : Toronto and Montreal.- Portfolio reporting and performance measurement verifications.- Bilingual presentation brochures production.

Oct 2000 - Oct 2002

Performance Reporting Officer And Service To Institutional Clients

Banque Lombard Odier & Cie Sa

Geneva, Switzerland

- Responsible for Performance measurement, analysis and risk ratios calculation.- Responsible to produce the entire Institutional Clients Reporting.- Coordination with consultants: compliance with AIMR Standards and verification.- Setting up Portfolio Composites.- Participated to the setting up of a new client reporting internal system.

May 1999 - Oct 2000

Marketing Associate For Institutional Clients

Jpmorgan Chase & Co.

Toronto, Canada

- High quality marketing support for institutional Canadian clients.- Coordination with London and New York Head quarters for marketing materials.- Participated in organization of the Canadian Symposium for Institutional Canadian clients.

May 1998 - Nov 1998

Internship, Loan Underwriting And Distribution Dpt

Cibc

Toronto, Canada

Assist in the production of Confidential Information Memorandums – drafting, gathering and sorting data for finance presentations

May 1997 - Apr 1998

Internship, Control De Gestion

Richemont

Geneva, Switzerland

Finance Control assistant @ CartierMarketing assistant @ PiagetSales assistant for Watch Show @ Piaget

Jan 1997 - Apr 1997
Team & coworkers

Colleagues at Alternative Bank Schweiz

Other employees you can reach at abs.ch. View company contacts for 71 employees →

LK Luzia Küng Luzia Küng Colleague at Alternative Bank SchweizZurich, Switzerland View → BH Brigitte Häfeli Brigitte Häfeli Colleague at Alternative Bank SchweizArlesheim, Basel-Country, Switzerland View → MP Marion Pester Marion Pester Colleague at Alternative Bank SchweizSt Gallen, Switzerland View → MM Martine Muhlemann Martine Muhlemann Colleague at Alternative Bank SchweizPuidoux, Vaud, Switzerland View → JS Joyce Sourou Joyce Sourou Colleague at Alternative Bank SchweizGreater Paris Metropolitan Region, France View → SB Sulasa Baumberger Sulasa Baumberger Colleague at Alternative Bank SchweizSwitzerland View → CM Chloé Mc Krory Chloé Mc Krory Colleague at Alternative Bank SchweizLausanne, Vaud, Switzerland View → DS Diana Schor-Hayoz Diana Schor-Hayoz Colleague at Alternative Bank SchweizDeitingen, Solothurn, Switzerland View → LE Loïc Ecoffey Loïc Ecoffey Colleague at Alternative Bank SchweizNeuchâtel, Switzerland View → RE Rachel Engeli Rachel Engeli Colleague at Alternative Bank SchweizSwitzerland View →
4 education records

Isabelle Delécraz Regad education

Cas In Sustainable Finance, Sustainable Finance, 5.5

Heg

Understand and apply major concepts and approaches in various contexts of sustainable finance through different roles described.

Canadian Securities Course (Csc) And Conduct And Practices Handbook (Cph)

Canadian Securities Institute

Completion in 2002

Bachelor Of Commerce - Bcom

Ecole De Commerce De Malagnou
FAQ

Frequently asked questions about Isabelle Delécraz Regad

Quick answers generated from the profile data available on this page.

What company does Isabelle Delécraz Regad work for?

Isabelle Delécraz Regad works for Alternative Bank Schweiz.

What is Isabelle Delécraz Regad's role at Alternative Bank Schweiz?

Isabelle Delécraz Regad is listed as Client Investment Advisor at Alternative Bank Schweiz.

What is Isabelle Delécraz Regad's email address?

AeroLeads has found 1 work email signal at @abs.ch for Isabelle Delécraz Regad at Alternative Bank Schweiz.

Where is Isabelle Delécraz Regad based?

Isabelle Delécraz Regad is based in Geneva, Switzerland while working with Alternative Bank Schweiz.

What companies has Isabelle Delécraz Regad worked for?

Isabelle Delécraz Regad has worked for Alternative Bank Schweiz, Heg, Efg Bank, Pictet & Cie, and 3Macs, A Division Of Raymond James.

Who are Isabelle Delécraz Regad's colleagues at Alternative Bank Schweiz?

Isabelle Delécraz Regad's colleagues at Alternative Bank Schweiz include Luzia Küng, Brigitte Häfeli, Marion Pester, Martine Muhlemann, and Joyce Sourou.

How can I contact Isabelle Delécraz Regad?

You can use AeroLeads to view verified contact signals for Isabelle Delécraz Regad at Alternative Bank Schweiz, including work email, phone, and LinkedIn data when available.

What schools did Isabelle Delécraz Regad attend?

Isabelle Delécraz Regad holds Bachelor Of Business Administration - Bba, Hec - Major In Finance from University Of Geneva.

What skills is Isabelle Delécraz Regad known for?

Isabelle Delécraz Regad is listed with skills including Customer Relationship Management, Investment Advisory, Sustainable Investing, Financial Analysis, Analytical Skills, Client Development, Presentation Skills, and Easily Adaptable.

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