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

Croesus

Business Development Manager

Capgemini Invent

Senior Manager

Chappuis Halder & Co. 

Senior Consultant / Senior Project Manager

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Senior Investment Advisor & Blockchain expert

SYZ Group

Vice-president, working within Global Investment Solutions team in charge of UHNWI clients, with a strong emphasis on alternative investments: Hedge Funds, Private Equity, Private Assets and special trades. 
In charge of market segmentation and clients development.
Key Business User in two important BPO Migration processes.

• Instrumental in raising, retaining and growing again our asset base, both from existing clients and by developing new relationships
• Strong expertise in complex financial assets & strategies, most of my clients being themselves investment professionals

My Team was named "Top team for international High Net Worth and Ultra High Net Worth clients" by the jury of the WealthBriefing Swiss Awards 2016 https://www.syzgroup.com/cs/groups/wcm_content/@wcm/@syzgroup/documents/news/cntp_679085_en.pdf

Client Relationship Manager & Alternative Investments Adviser

Lombard Odier

Hedge funds adviser for private clients and bankers. 
Quantitative analysis and monitoring of existing and proposed portfolios. 
Excel template customisation for Packhedge reports. 
Product structuring and ad-hoc fund of hedge funds. 
During my time at the bank I directly contributed at raising +500mn assets across different alternative strategies.

Hedge Fund Adviser

Development of a software aimed at fund managers and private bankers, to manage qualitative and quantitative information on LODH funds. Automation of quarterly report generation for institutional clients with a focus on report quality and reduced delivery time. Java, J2EE, Flex, SQL.

Financial Software Developer

BNP Paribas in Switzerland

Floor business analyst working with buy-side financial analysts to design and prototype tools: namely softwares to manage sell-side analysis, to econometrically measure analysts’ market timing performance, and to unify financial sources (Datastream, Bloomberg, Reuters). VBA for Excel, Mathlab, SQL.

Financial Software Developer - Consultant

JPMorgan

Developer of a front office software to help adapt to the Euro currency switch, to prepare for year 2k, to enhance automated rebalancing of managed portfolios on allocation changes and currency hedging. Visual Basic, MS Access, SQL.

With over 20 years of experience in strategy consulting, risk management, and wealth management, I am a business development manager at Croesus, a leading fintech company that provides digital solutions for financial advisors and wealth managers. In my current role, I leverage my credentials as a CAIA, FRM, and CIWM, as well as my analytical and problem-solving skills, to identify new opportunities and build strong relationships with clients and partners in the wealth management & investments space. Previously, I was a senior manager at Capgemini Invent and Chappuis Halder & Co., where I led and delivered multiple projects for global financial institutions, covering topics such as digital transformation, operational excellence, regulatory compliance, and business model optimization. I am passionate about creating value and impact for the financial industry and society, and I am always eager to learn, collaborate, and challenge myself. I bring diverse perspectives and experiences to the team, and I share the mission and vision of Croesus to empower financial professionals and democratize wealth management.

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The Battle

Alexandre Gaillard

Romain FARAUT, CIWM, FRM, CAIA

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