Pablo Gandara Blanco Email and Phone Number
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With 15 years of excellence in driving international business growth and forging lasting relationships, I expertly advise clients on creating high-impact portfolios tailored to their unique investment goals.My Goals:- Elevate client satisfaction through personalized and efficient service.- Develop and implement cutting-edge investment strategies.- Promote understanding and awareness of sustainable finance solutions.- Propel growth and boost organizational performance through strategic initiatives.My Skills:- Extensive knowledge in traditional and alternative investments, including public, private, and ESG-focused solutions.- Expertly manage and nurture client relationships in the financial services industry.- Skilled in portfolio construction, risk analysis, and strategy implementation- Strong understanding of financial markets, alternative investments (CAIA), and sustainable finance (CAS). - Effectively present market insights and investment strategies in French, English, and Spanish.As someone who enjoys learning & sharing his knowledge, I look forward to connecting with other professionals in the field.
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Portfolio ManagerThe Forum Finance Group Sa | Geneva | Switzerland 2023 - PresentGeneva, Switzerland -
Investment ManagerCaisse De Prévoyance De L'Etat De Genève (Cpeg) 2021 - 2023Geneva, SwitzerlandIn charge of the selection, analysis and control of all financial investments:- Expertise in traditional and alternative investments including public, private and ESG focused solutions- Selection of external managers (RFP, internal database, due dilligence)- Performance review- Monitoring of allocated mandates/funds, with a specific focus on compliance with investment guidelines and constraints- Development and implementation of the ESG policyOn the basis of asset-liability management, renewed every 3 to 5 years, CPEG invests in several asset classes. Whenever possible, when selecting managers, CPEG includes in its assessment the way in which managers take environmental, social and governance (ESG) criteria into account in their investment process. -
Relationship Manager / Investment SpecialistUbs Apr 2018 - Oct 2020Geneva, SwitzerlandInvestment Specialist, Portfolio Analysis and Advisory Iberia- Reference person with regards to portfolio structure, instrument selection and investment themes- Preparation of portfolio analysis and proposals based on client needs according to regulatory and internal requirements- Investment committee memberRelationship Manager HNWI Iberia- Development of new and existing clients- Defintion of investment strategy and contractual arrangement for new clients- Portfolio reviews and proposals- Increase local market network by referrals and by identifying new prospects- Regular visits in Spain and Andorra for client meetings and third parties contact (lawyers, tax advisors, external consultants)- Specific focus on structured products, sustainable finance and private markets -
Relationship ManagerHbs Sa 2017 - 2018Geneva, SwitzerlandResponsible for the operational relationship of a portfolio of approx. ten (U)HNWI clients, which implies in particular:- support to partners- management of client requests- stock market analysis, orders processing and foreign exchange transactions (including hedging strategies)- negotiation of prices and bank charges- daily administrative management of accounts (opening, transfers, etc.)- monthly consolidation of financial and non-financial portfolios, including asset allocation and performance analysis- update of marketing documents addressed to clients and stakeholdersInvolved in an internal project for the selection of private equity funds and hedge funds -
Auditor - Financial Services Organisation (Fso)Ey 2016 - 2017Geneva, SwitzerlandParticipation on financial statement audit mandates and prudential audit mandates in accordance with Swiss banking regulations. These mandates have been carried out with banks and financial companies operating in different regions of Switzerland and in various fields such as asset management, securities trading and trading.- Audit of the annual accounts of the audited companies- Evaluation of the internal organisation, the different business processes and the efficiency of the internal control systems- Verification of compliance with legal requirements, in particular regulations arising from the banking law -
Client Advisor AssistantUbs 2009 - 2016Geneva, Switzerland09.2012 - 08.2016: Client Advisor Assistant- Portfolio reviews and investment proposals- Active support to client advisors- Autonomous management of different administrative tasks (account opening and closing, follow-up of pending issues, short term investments, bonds, etc), correspondence management, inquiries for CA's or clients, client documentation update- Processing of stock exchange orders- Autonomous handling of phone calls and information requests from clients, even more complex ones- Prepare client visits and business trips and actively assist in the follow up action- Direct client's contacts through visits and telephones09.2010 - 08.2012: JUNA Wealth Management InternationalJUNA is a varied internal development program.- Focused training geared to a particular career path (Wealth Management)- Further development of professional, social and methodological skills- Intensive foreign language development training03.2009 - 08.2010: Allround Trainee- Financial Intermediaries, Latin America- Private Clients, UNO Branch- International Corporate Clients
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Purchasing InternMandarin Oriental Hotel Group 2007 - 2008Geneva, SwitzerlandPurchasing Department
Pablo Gandara Blanco Skills
Frequently Asked Questions about Pablo Gandara Blanco
What company does Pablo Gandara Blanco work for?
Pablo Gandara Blanco works for The Forum Finance Group Sa | Geneva | Switzerland
What is Pablo Gandara Blanco's role at the current company?
Pablo Gandara Blanco's current role is Portfolio Manager | Delivering Strategic Investment Solutions for Private Clients and Entrepreneurs.
What is Pablo Gandara Blanco's email address?
Pablo Gandara Blanco's email address is pa****@****.ey.com
What is Pablo Gandara Blanco's direct phone number?
Pablo Gandara Blanco's direct phone number is +4420795*****
What schools did Pablo Gandara Blanco attend?
Pablo Gandara Blanco attended Heg, Heg, Regent's University London.
What are some of Pablo Gandara Blanco's interests?
Pablo Gandara Blanco has interest in Arts And Culture.
What skills is Pablo Gandara Blanco known for?
Pablo Gandara Blanco has skills like Banking, Private Banking, Wealth Management, Front Office, Investments, Wealth Management Services, Finance, Financial Markets, Structured Products, Compliance, Reliable, Client Relations Skills.
Who are Pablo Gandara Blanco's colleagues?
Pablo Gandara Blanco's colleagues are John Gaggle, Philippe Senger, Bastien Cahuzac, Gladis Adriana Merabet, Michel Kamm, Etienne Gounod, Vijay Kumar.
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