Achilles is a Swiss native with more than 30 years of Swiss-style private banking and wealth management experience with international background working in Zurich, New York and Panama City. With a proven acquisition track record of high net worth and ultra high net worth Individuals, financial intermediaries and family offices, Achilles has a strong focus on client acquisitions and relationship management with an extensive network throughout Latin America.

 

An expert in tailor-made financial offerings and advisory for high net worth and ultra high net worth individuals, Achilles has worked for some of the leading Swiss banks and biggest asset management firms in the world, such as Credit Agricole (2009-2016), Deutsche Bank (2006-2008), UBS (1997-2006), Julius Baer (1996), Credit Suisse (1985-1996).

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Achilles is a multi-asset class product specialist (including trading, wealth management, asset management, investment advisory and sales management), seasoned in regulations, compliance, risk and multi-jurisdictional financial forensic services (including asset tracing, asset freezing, litigation, etc.), with expertise in family office issues (including succession planning, offshore relocation solutions, tax optimization, multi-jurisdictional asset tracings).

 

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