BANKER AND BUSINESS OWNERHighly accomplished and results-driven finance executive with over 26 years of successful new business development in corporate and private banking and business leadership experience.Energetic and goal-oriented with a genuine passion for investment strategy and a well-rounded background in optimizing performance and growth.Ancien banquier d'affaires et banquier privé pendant plus de 20 ans au sein de banques internationales de renom, j'ai crée une structure de conseil dans le rapprochement d'entreprises et d'optimisation du patrimoine privé du chef d'entreprise ainsi que des cadres dirigeants et des professions libérales.Spécialités : Activité de conseil en Corporate Finance et Activité de conseil en stratégie et gestion patrimoniale.Conseil en Fusion Acquisition Valorisation et levée de capitauxOptimisation juridique et fiscale des patrimoines professionnel et privéConseil en allocation d'actifs financiers Drawing on the confidence gained from over 20 years of experience in the field, we offer independent advice to business owners and wealthy individuals.As a fully independent financial advisor, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. We focus solely on financial planning and investment consulting :- Independent Assessment- Merger and Acquisition- Wealth Transfer Planning- Leverage Financing (LBO, OBO...)A customised asset allocation that takes individual goals and objectives into account :- Investment Framework and Risk Management Tools- Enhanced asset allocation- Rigorous Portfolio Construction and Risk Management- Real Estate Investment- Vineyard Acquisition- Private Equity investment
Listed skills include Management, Investissements, Finance D'Entreprise, Finance, and 26 others.