$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Affluent entrepreneurial founders and families want bespoke solutions to address their challenges and opportunities. I help navigate these choices.
What I have been told about my skillset is that there's a particular energy that I apparently bring to the table. Over the years I have figured out that a skill is to really connect very quickly with people because I'm absolutely interested in understanding what they need, what they want, how they want to build their lives, and then to connect the dots to make that happen.
Banking is not only to manage money. It's not only to make sure that you secure your wealth. It is a tool on how to reach life goals. It's a motion on how to think about what you want in the future. Who you want to be? What kind of legacy do you want to leave behind? And that is of the craft of us in banking. That we can actually influence a lot, by doings full-hearted and with the power that the banks have, with the social capital, the financial capital and human capital.
My team and I deploy a full process to ensure that when you are addressing family, business or financial opportunities, you have the resources to meet your objectives.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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