Léo N. Email and Phone Number
In my role at Haute Capital Partners, I bring seven years of expertise from UBS Switzerland AG, specializing in wealth management, investment solutions, and personalized financial planning. Fluent in French, Swiss German, German, and English, I leverage my multilingual skills to enhance our shareholder services. I'm committed to driving long-term growth and financial independence through innovative strategies, aiming to make a significant impact in the finance sector.
-
Investor Relations ManagerHaute Capital PartnersBiel/Bienne, Be, Ch -
Investor Relations & Shareholder Engagement ManagerHaute Capital Partners Mar 2024 - PresentHaute Capital Partners is an independent Swiss investment firm that helps individual investors and institutions develop their financial growth through long-term investment solutions.Our knowledge in active investing allows us to extend our own expertise to create sustainable value for our shareholders. We harness the power of diversified portfolios to help investors and communities to achieve complete financial independence and superior results. Through established networks around the world, we drive change and positive growth trajectories by allocating investments efficiently. -
Private Clients Advisor AffluentUbs Apr 2023 - Mar 2024Biel, Berne, SwitzerlandSpecializing in mortgage advisory, I guide clients through real estate transactions with tailored wealth management solutions, including mutual fund investments. My expertise extends to retirement planning, focusing on financial security, tax optimization, and comprehensive pension strategies. Utilizing strong analytical skills, I adeptly apply innovative financial tools and technologies. Proficient in client acquisition and risk management, I offer bespoke investment solutions. My deep understanding of financial markets enhances my capacity in retirement planning and private client advisory. -
Saq Certified Advisor Private ClientsUbs Switzerland Ag Jul 2020 - Apr 2023Biel/Bienne- UBS Funds (Strategy Funds, Suisse Funds & Sustainable Investing) - Retirement Provision (Pillar 3, UBS Vitainvest Investment Funds) - Basic banking services (Accounts, Cards, Payments...) -
Graduate Junior TalentUbs Aug 2017 - Jul 2020Biel, Berne, SwitzerlandI have navigated through various banking stages, including Basic and Private Client services, Credit Services, and Wealth Management, mastering a range of products from mortgages to structured portfolios. My commercial training in banking, complemented by CYP and UBS courses, honed my social, communication, and sales skills. Practical experiences across departments reinforced my client relationship management and problem-solving abilities. Recognized for determination and responsibility, I excel in analytical thinking, sales, and customer service, culminating in earning the Federal Certificate of Competence
Léo N. Education Details
-
Oxford Blockchain Strategy Programme -
Accounting And Business/Management -
Swiss Association For QualityFinance, General -
École Primaire D'Evilard
Frequently Asked Questions about Léo N.
What company does Léo N. work for?
Léo N. works for Haute Capital Partners
What is Léo N.'s role at the current company?
Léo N.'s current role is Investor Relations Manager.
What schools did Léo N. attend?
Léo N. attended University Of Oxford, Cyp, Bfb Bildung Formation Biel-Bienne, Swiss Association For Quality, École Primaire D'evilard.
Who are Léo N.'s colleagues?
Léo N.'s colleagues are Seuta Haute, Yvonne Xing.
Not the Léo N. you were looking for?
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial