InvestGlass

Chief Executive Officer

Swiss-Chinese Chamber of Commerce (SCCC)

The Swiss-Chinese Chamber of Commerce (SCCC) is a facilitator of sustainable economic relationships between Switzerland and the People’s Republic of China. The Chamber helps to establish and develop successful business interactions between Swiss and Chinese companies.

President Romandie Chapter

Swiss Chinese Chamber of Commerce - Geneva Chapter

Secretary General

Swiss Finance + Technology Association (SFTA)

Swiss FinteCH is an independent association which serves as the hub for # swissfinteCH. Our mission is to foster the development of Switzerland as a fintech hub.

Vice President and Founder

Head of Equity Sales

Bank of China

Active Advisor / Senior Private Banker

Levitt Capital Management

Portfolio Manager

Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want.

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Message - contact@investglass.com
 

Alexandre Gaillard

Avnear

Fintech : « Investir avec sérénité grâce à l'IA »

La gestion Gradual Security®, développée par Avnear (membre de France FinTech), est la 1ère approche qui vise à éviter de placer l’argent des épargnants quand les marchés sont surévalués. En Assurance-vie et en PER.

C’est ainsi que serait géré leur argent en Gestion de Fortune, si ces derniers disposaient de 5 millions d’euros.

Parutions presse : Capital, Les Echos, Gestion de Fortune, Le Progrès, Le Dauphiné Libéré, MoneyVox, CFNEWS, Citiwyre, Boursorama...

Co-fondateur & Directeur des investissements

BNP Paribas

- Manage and develop a private clientele with financial assets over € 1 million.
- Accompany customers to develop and organize their heritage.
- Guarantee high levels of satisfaction and recommendation.
- Control operational risks, credits and compliance.
- Connect clients with experts from Private Banking

Private Banking Advisor Key Accounts

(Wealth Management Advisor)
- Realization of heritage studies via Big Expert (Harvest) and investment strategies .
- Accompanying private clients in their financial, banking and asset management.
- Digital referent: increase in digital skills of employees and private customers.
- Research and contribution of Private Banking's expertise to new clients.
- Permanent learning of financial, legal and tax developments.
- Development of relations with agency partner advisers.
- Compliance with applicable regulatory and financial standards.
- Implementation of tailor-made financing solutions.

Private Banking Advisor - Paris 16th

Private Banking Advisor (Apprenticeship) - Paris 16th

bioMerieux

- Construction of tools for analyzing the performance of the balance sheet and income statement of subsidiaries
- Monitoring the monthly reporting of European subsidiaries in support of management controllers
- Creation of excels files with complex formulas (macro, TCD, English, French)
- Analysis of key points of performance and profitability indicators
- Analysis and maintenance of financial databases

Trainee Europe Financial Controlling

CCI Lyon Métropole Saint-Etienne Roanne

Study of the logistic offer launching
- Telemarketing and identification of companies
- Making and analyzing graphs and statistics on Excel
- Recommendations to optimize the launch of the offer

Counseling & Development (Trainee)

H10 Hotels - Ocean Coral & Turquesa

- Implementation of performance dashboards on Excel: Results per market & competitive positioning
- Elaboration of commercial offers and contracts for international tour operators
- Participation in negotiation sessions with tour operators

Commercial Assistant (Internship)

Co-founder @ Avnear ⚜️ (Fintech) - 1st round in pre-seed ✅ | Ex Private Banker Key Accounts (AuM > 200M€)

As a former Private Banker with major relationships (AuM > €200M), my role was to help private clients with financial assets of over €1M to grow their wealth.

On the strength of this experience, and with a view to reducing inequalities in access to high-quality, high-performance investment solutions, I co-founded the fintech Avnear to enable ALL private customers to "save like the wealthy".

Avnear offers you a delegated life insurance and retirement investment solution similar to that enjoyed by wealth management clients, thanks to AI. So that your savings work for you, with less risk.

taplio

The Battle

Alexandre Gaillard

Charley Arod

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