Advisor to boost Wealth Managers & WealthTechs.
WHealth Coach for individuals aspiring to #GetWHealthy.
Combining technical expertise with strategic foresight, I hussle to establish myself as a key player in the dynamic landscape of technology-driven wealth management and healthcare. My roles as Program Director and Entrepreneur in Residence at accelerators across FinTech and Digital Health highlight my ability to identify and nurture potential in emerging technologies and business models. My journey has been marked by roles including bringing wealth management on-chain, driving sales for a B2B FinTech scale-up, co-leading a VC/Wealth Management boutique, and designing multi-asset tailored portfolios for global (U)HNWI clients at Swiss private banks.
These experiences, on top of my passion for outdoor sports in the Swiss Alps, have not only sharpened my skills but also reinforced my standing as what I consider to be a dynamic and visionary leader.
Boosting company growth and individuals' well-being through advisory and personalized coaching. I'm dedicated to transforming the wealth management landscape by providing strategies and sound governance to Wealth Managers, IFAs and EAMs. My startup advisory services focus on supporting tech founders across Seed to Series A stages, ensuring their success at every stage by leveraging my blended experience with traditional players, startups and accelerators. Additionally, my WHealth Coaching program is designed to blend wealth and health, promoting a sustainable lifestyle for individuals seeking to #GetWHealthy by nurturing their health as their most valuable asset.
Enabling innovation instead of playing catch-up and empowering individuals for hollistic well-being is at the heart of everything I do.
Within my Wealth Management roles, I'm dedicated to upgrading the industry by working alongside clients for designing and implementing successful digital transformation, sales & business development strategies on time and budget. I enjoy setting up governance as well for ensuring alignment and execution to deliver value across clients, shareholders, boards and executives. I specialize in transforming Wealth Management, IFA and EAM firms with cutting-edge digital strategies & tools alongside robust governance, ensuring their sustainable growth and relevance in the digital era.
Within my Startup Advisory (focused on WealthTech / FinTech), I provide comprehensive guidance to tech founders across Seed to Series A, helping them navigate the complexities of the startup journe towards product-market-fit and scaling.
As a WHealth Coach, I designed a lifestyle program and toolkit to grow your wealth and shape your health. Its enables individuals to embrace a sustainable lifestyle that promotes holistic well-being for themselves, society and biodiversity. Embark on a journey with me to #GetWHealthy for a balanced and thriving life!