Marta Carneiro De Vasconcelos Email & Phone Number

Lisbon, Portugal

Geneva Area, Switzerland

As part of the investment solutions team at BPI (Suisse), I am integrated in the investment committee at BPI Portugal, where I am thus co responsible for idea generation and portfolio analysis. For the last 3 years, I have been highly focused on corporate communication and content production, with my main activities being designing and presenting monthly market outlooks, holding conference calls for BPI’s sales team, and producing all informative documents and factsheets for end clients. I am currently working with both advisory and discretionary mandate accounts.

Porto E Região, Portugal

External Independent Financial Advisory: - provided advice to existing and prospective HNW and UHNW Clients, by analyzing cross-asset portfolios and selecting best-in class alternatives- partnered with the fund selection team towards creating a database comparing external product offering, to facilitate the team’s investment recommendations.Business Development Responsibilities:- developed consistent editorial standards with the objective of disseminating effective and client-led content- responsible for the team's informational database, monitoring Client conversion ratios and overall effectiveness of our segment’s activity- contributed to company's brand developing activities, including Golden Wealth Management website

Master'S Degree, Finance

Dissertation Title: The Global Financial Crisis: European banks sponsoring ABCP conduits in the United States market

Bachelor'S Degree, Economics