Léo N.

Léo N. Email and Phone Number

Investor Relations Manager @ Haute Capital Partners
Biel/Bienne, BE, CH
Léo N.'s Location
Biel, Berne, Switzerland, Switzerland
About Léo N.

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.

Léo N.'s Current Company Details
Haute Capital Partners

Haute Capital Partners

View
Investor Relations Manager
Biel/Bienne, BE, CH
Website:
haute.com
Employees:
12
Léo N. Work Experience Details
  • Haute Capital Partners
    Investor Relations Manager
    Haute Capital Partners
    Biel/Bienne, Be, Ch
  • Haute Capital Partners
    Investor Relations & Shareholder Engagement Manager
    Haute Capital Partners Mar 2024 - Present
    Haute 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.
  • Ubs
    Private Clients Advisor Affluent
    Ubs Apr 2023 - Mar 2024
    Biel, Berne, Switzerland
    Specializing 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.
  • Ubs Switzerland Ag
    Saq Certified Advisor Private Clients
    Ubs Switzerland Ag Jul 2020 - Apr 2023
    Biel/Bienne
    - UBS Funds (Strategy Funds, Suisse Funds & Sustainable Investing) - Retirement Provision (Pillar 3, UBS Vitainvest Investment Funds) - Basic banking services (Accounts, Cards, Payments...)
  • Ubs
    Graduate Junior Talent
    Ubs Aug 2017 - Jul 2020
    Biel, Berne, Switzerland
    I 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

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.

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