I am passionate about helping high-net-worth clients achieve their financial goals and optimize their wealth. As a Private Wealth Manager at HSBC, I leverage my expertise in asset allocation, portfolio optimization, risk management, and market analysis to formulate and execute personalized ...more

I am passionate about helping high-net-worth clients achieve their financial goals and optimize their wealth. As a Private Wealth Manager at HSBC, I leverage my expertise in asset allocation, portfolio optimization, risk management, and market analysis to formulate and execute personalized investment strategies for clients across multiple asset classes, including stocks, bonds, real estate, and alternative investments. I hold a CFA certification, a PhD in Finance from HEC Paris, and a Master of Finance from Université Paris Dauphine - PSL. In my current role, I am responsible for managing the investment portfolios of clients with diverse investment objectives and risk preferences, ensuring that their portfolios are aligned with their goals and adapted to market changes. I also assess clients' risk tolerance and provide them with risk management strategies, such as diversifying investments, hedging against market fluctuations, and using insurance products. Additionally, I conduct in-depth discussions and analysis with clients to understand their financial needs, preferences, and expectations, and provide them with professional and independent financial advice.less