🎧 Key Discussion Points:
How AI is revolutionizing wealth management 💡
Balancing technology with the human touch ⚖️
Ethical, regulatory, and data security challenges 🚨
🧠 Listen now to discover how trustees can leverage AI while maintaining trust and transparency.
With over 20 years of elite financial expertise in Switzerland, I specialize in managing UHNWIs assets, leading high-performing teams, and driving innovation in wealth management. As a TEP, MSc., MAS, and Executive MBA with AI diplomas from MIT and Kellogg, I combine deep technical knowledge with strategic leadership for business growth.
A blockchain specialist, I deliver exceptional revenue growth while elevating client satisfaction. Fluent in Spanish, French, Italian, and English, I offer a global perspective, blending advanced AI-driven strategies with traditional wealth management.
