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

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Alexandre Gaillard

Acvantage

Development and management of Acvantage, a management consulting business positioned at the intersection of Wealth Management and financial technology.
Acvantage focuses on strategy and business model innovation in Wealth Management / Private Banking / Asset Management, leveraging FinTech and new technologies to maximise value creation.

Provide C-level consulting services in relation to:
- Client service model, CX
- Business development, sales, value management
- Front-end optimisation
- Value proposition, investment advisory, asset management
- AI, machine learning, robotics
- Big data, data analytics
- Blockchain, web3
- FinTech advisory and innovation

Founder

Various Companies

Business development and provision of strategic / digital advisory services. Work with C-level Executives in Wealth Management, digital entrepreneurs and Venture Capital investors on strategic projects, growth activities and business expansion. Develop trusted relationships with company leaders.

Provide strategic advice and coaching to business leaders in relation to:
- Strategy design / analysis
- Value proposition, business model, commercial development
- Digital innovation, emerging technologies, FinTech and blockchain
- Business and digital transformation in Financial Services
- Venture development, fundraising, investor campaigns
- Technopreneurship and investment

Financial Services Strategy & Digital Advisor (Advisory Services)

KPMG Switzerland

Lead intrapreneurial role to design and launch from scratch a new Strategy & Transformation service in a Big Four for Wealth Management / Private Banking clients. Led the overall value proposition design, team building, go-to-market strategy, business development, and programme delivery in the Western part of Switzerland.

Provided strategic advice to C-level clients in relation to:
- Growth strategy
- Client experience, sales management, revenue generation
- Business transformation, cost reduction, restructuring
- Process reengineering, organisation
- Operating model improvement, digitalisation
- M&A and Private Banking market trends

Private Banking / Wealth Management Strategy & Transformation, Director

Leveraged Wealth Management's deep expertise in core business activities, transformation and change to provide management consulting services in Private Banking.

Delivered C-level advisory services and worked on the following projects:
- Sales management and commercial development
- Investment advisory digitalisation
- Digital transformation
- M&A and banking business wind-down

Programme Manager, strategic change and transformation (Management Consulting)

Coutts

Managed 2 global transformation programmes in Switzerland and abroad to adapt the Private Banking model to new business and regulatory realities.

Programme Manager, strategic change and programme management

Lloyds Bank Private Banking

Assumed responsibility for the Bank's global value proposition, worked on the alignment of
offering and client segmentation, built and managed a team.

Head of Products & Pricing Strategies, value proposition

Led a global outsourcing programme for the overseas funds business, designed and implemented a new business model, managed the restructuring.

Senior Change and Project Manager, strategic international projects

Led the bank’s Executive Office as business manager to the CEO, working closely with C-level Executives on strategic and managerial activities to stabilise the bank during the financial crisis.

Business Manager to the CEO, Executive services and strategic project management

Delivered a cross-border merger of asset management divisions, designed a new business model, reorganised different banking entities.

Change and Project Manager, strategic international projects

Managed bespoke private / institutional portfolios and investment funds (USD 2bn), actively participated in the bank’s Investment Committee, covered the US market and macroeconomic scenario.

Senior Investment Manager and Fixed Income Specialist

EFG Private Bank

Managed fixed income portfolios and a bond fund, advised institutional clients, provided financial analysis services.

Fixed Income and Institutional Asset Manager

Delivered tailor-made investment advisory services to (U)HNW clients, supported the Front Office in sales activities.

Investment Advisor

Credit Suisse

Worked on acquisition, advisory, sales activities with (U)HNW clients.

Relationship Management Team Member (CS Private Banking Business Unit)

Business leader with extensive experience in Wealth and Asset management, Private Banking, FinTech, WealthTech, strategic consulting, entrepreneurship, and disruptive innovation.

Owner of Acvantage, a management consulting and research business specialising in the Wealth Management sector. Acvantage focuses on strategy and business model innovation, with a particular emphasis on client value generation, front-end optimisation and business profitability through new technologies and FinTech solutions.

Acvantage is positioned at the intersection of Wealth Management and financial technology.

Provide strategic consulting services to CEOs and senior executives in financial organisations to enable growth plans, business model innovation and digital transformation. Work with entrepreneurs in FinTech, WealthTech and digital startups on business strategy and venture development.

Expertise includes:

■ Wealth and Asset Management:   Financial services, private banking, front office, investment advisory, portfolio management, wealth planning, products and services, investment vehicles.

■ Disruptive technologies:   FinTech, WealthTech, AI, machine learning, robotics, robo-advisory, big data, data analytics, blockchain, DeFi, crypto, digital assets, tokenomics, web3, wealth applications.

■ Consulting and executive leadership:   Strategy, client experience, value proposition, sales management, revenue generation, TOM design, process automation, cost reduction, M&A.

■ Innovation and digital entrepreneurship:   Business model innovation, product and service innovation, entrepreneurial strategy, venture building, business development, fundraising, VC.

Experienced keynote speaker at international events.

Certified in Digital Strategies (IMD), Disruptive Strategy (Harvard) and Blockchain Technologies (MIT). MBA, PMP, CIIA, MLaw.

taplio

The Battle

Alexandre Gaillard

Yaman Farhang

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