Entrepreneurial, client and results oriented banking professional with > 25 years of experience in global financial institutions (Credit Suisse, UBS, BNP Paribas)
Profound knowledge of wealth management and strong competencies in international client relationship management and investment advisory for private and institutional clients (UHNWI, Family Offices, Asset Managers)
Extensive leadership experience building and leading diverse teams of investment specialists, wealth planning advisors, and relationship managers across various markets and locations
Committed to fintech. Experience in digital initiatives and analytics projects resulting in substantial performance impact and revenue growth. Led the development of a data model and dashboard in CS EMEA for portfolio risk return monitoring and reporting, including regulatory requirements
Focused on sustainability. Spearheaded strategic, sales and reporting initiatives. Set the foundations for the global Sustainability Academy and contributed to the design of the sustainability risk modules within the Risk Academy at CS
Opinion leader in investments, analytics, sustainability, sales strategy, and regulatory change management
Founded Knowles Financial Consulting in Zürich in 2024, a wealth management and wealth tech advisory firm for Family Offices and Asset Managers
Born in Madrid (UK passport). Lived in Madrid, Barcelona, Düsseldorf, Chicago, London, Geneva and currently residing in Zürich
International education across Europe and the US. UK law degree and postgraduate Legal Practice Course. Participation in multiple training and mentoring programs underscoring a commitment to education and diversity and inclusion.
Bilingual English / Spanish, proficient in German, conversational Italian/French
