CZ CONSULTING
Financial Advisor
Professional Experiences
- 8 years at Swiss Bank Corporation (Lausanne, New York, Zurich) and Credit Suisse (corporate and private loans)
- 3 years as CFO of Provins Valais, and also Manager of its pension fund
- 17 years in finance in management positions (Darier Hentsch & Cie, BSI SA, and Groupe Eric Sturdza SA)
- 5 years at Cronos, independent asset manager, member of the General Management, Head of Customer Front and Head of the Cronos Geneva office
- Member of the ARIF (Swiss Register of Client Advisers) / in the process of affiliation
Studies
- Degree in Commercial and Industrial Sciences, Prize of the University of Geneva for my bachelor's thesis: "Strategic Analysis of Valais"
- "Master of Sciences"
- "Foundation Certificate in International Trust Management", STEP
- "Union CH des Professionnels de l'Immobilier" (USPI), Certificate in Real Estate Collective Investment Funds
Mandates
- Chairman of the Board of Berthod Transports SA
- Advisor to the Investment Committee, Copré Collective de Prévoyance, Lausanne
- External teacher at the Haute Ecole de Gestion Genève; Banking & Finance
Service Offering
- Holder of a Master's degree in Finance from the University of Geneva, I have worked in the main sectors of the banking industry (Credit, Institutional Clients and Private Banking).
- Ever since, I have been offering investment advice tailored to the needs of swiss and international clients, following a multi-asset investment strategy.
- The goal is to analyze with them personalized investment solutions adapted to their personal and professional needs.
- I cover different asset classes, listed on the financial markets (stocks, bonds, funds, etc.), and as well unlisted assets (real estate, infrastructure, commodities, private equity, etc.).
- I am also specialized in real estate investment funds, documented by a USPI diploma in collective real estate funds.
- I also have extensive knowledge of mortgages.
- Thanks to my long-standing contacts, I have access to a network of first-class custodian banks, with competitive rates, and also to leading business partners in Switzerland and abroad.
- Unlike in the past, I no longer work as a wealth manager, but only as an advisor.
- Having served on a company board for many years, I also advise on corporate strategy and long-term planning.
- Finally, I also give courses in finance and assist students in their Bachelor work, in particular.
Contact
Business email: contact@czconsulting.ch