A graduate of EM Lyon and the Wharton School (MBA), he joined Bain & Company in London and then in Paris as a consultant manager. He then joined Baring Brothers Co. Ltd as a Director and became Managing Director of Barings France. Ten years later, he joined Morgan Stanley as Managing Director, taking part in important mergers and acquisitions and capital markets financing transactions. In 2001 he took the helm of UBS Investment Bank in France, supervising M&A, Equity Capital Market and Debt Capital Market activities. In 2005, he was appointed Vice President and later Vice Chairman of UBS Wealth Management Western-Europe. In 2009 he formed the partnership to establish Banque Pâris Bertrand SA.
Deputy CEO &
A graduate of HEC, with an MBA from ULG (Belgium), he joined Price Waterhouse Coopers as a consultant manager. He then joined Banque Degroof, specialising in investments. He changed to Citigroup Private Bank in London and later Geneva, soon becoming Managing Director – Deputy-Head of Investments Europe, Head of Investments Switzerland and Chairman Council. He later joined UBS Wealth Management as Managing Director and was appointed Head Key Clients of an important unit and Key Talent 2007 and 2008. In 2009, aware of the need for a new vision in Private Banking, he co-founded the partnership to establish Banque Pâris Bertrand SA.
Chairman & Partner
Graduated with Diplôme fédéral de banque. Until 1998 he was in charge of various execution functions at Société de Banque Suisse prior to joining the executive board at UBS and becoming CEO at UBS Wealth Management for the worldwide division. In 2005 he became Vice Chairman of the Board of Directors of Julius Bär Holding SA (Zurich) until 2008. He is nominated Chairman of the Board of Directors of Infidar Conseils en Investissements SA (Zurich), a subsidiary of Julius Bär Group SA. He is today in the Board of Directors of Lansdowne Partners Limited (London) and Symphony International Holdings Limited (Singapore). He was elected Chairman of the Board of Directors and Partner of Banque Pâris Bertrand SA in 2012.
A graduate of Ecole Polytechnique, Ecole des Mines de Paris, INSEAD (MBA), and a CFA charterholder, he started his career with McKinsey where he was involved in strategy and corporate finance engagements for industrial companies and investment funds, in Europe and in the US. In 2004, he joined Lombard Odier in Geneva where he specialized in portfolio management, fund management (global equities) and investment advisory for large private investors. Sharing the values and vision of its founders, he joined Banque Pâris Bertrand in 2012 and was elected Partner in 2013. He focuses on the management of fundamental strategies and on the development of large European clients.