Private Banker & Head of Private Banking Geneva
Joachim holds a BA in Business Administration from the European University in Paris and is a Certified Wealth Management Advisor CWMA, Swiss State accreditation of SECO (State Secretariat for Economic Affairs).
His working experience: Joachim has a background in Marketing & Sales and Communications and spent 10 years in multinational settings, including Japan Tobacco International. In 2007 he shifted his career to Private Banking and joined UBS in Geneva, as client advisor, covering Latin American clients. He moved with his family to Peru in 2012 where he acted as head of the UBS Representative office in Lima until 2016. From then on until 2019, he managed several teams out of UBS' Advisory office in Panama City, covering the entire region.
He joined Sumus Capital on September 1st, 2020.