Parkview Group

Specializes in M&A and investments advisory, supporting private wealth and private equity clients with evaluating, structuring, and executing private-market investments in a cross-border context.

Chief Operating Officer and Partner at Parkview Group with a three-decade global finance career focused on investment governance, risk management, and family-office excellence. Holds an INSEAD MBA and is a CFA and CAIA charterholder.

Holds a PhD in Economics from Johns Hopkins and has 20 years of experience; began at the IMF and later became Managing Director and Head of Emerging Markets Strategy at UBS Investment Bank.

Has over 30 years of experience in foreign exchange, investment banking, derivatives, and wealth management, with roles at UBS, Credit Suisse and Goldman Sachs, working primarily with Mexican families and entrepreneurs.

A CFA charterholder who conducted financial due diligence at Deloitte Ukraine and later served as an investment analyst at a Swiss multi-family office managing liquid portfolios and private-market due diligence.

Spent nine years at UBS/BTG Pactual Wealth Management as a daily banker, then joined GPS Portfolio Strategists, a Sao Paulo multi-family office, as a controller and wealth management officer.

Joined Parkview in July 2022 after holding corporate, banking, immigration administration and AML/KYC compliance roles in the Cyprus legal and corporate services sector.

Worked for over 10 years as a senior associate and trust officer at Qubus Management AG and later Vistra Zurich AG before joining Parkview.

A CFA charterholder who was previously a portfolio manager at EFG Asset Management, managing discretionary high-net-worth client portfolios and multi-asset construction.

A CAIA charterholder who previously worked as a senior analyst at Allianz Investment Management, selecting and reviewing asset managers for the Allianz insurance portfolio.

Joined Parkview in November 2022 after roles as an accounting associate at Aspen Trust Group in Cyprus and an operational due diligence analyst at Albourne Partners in the UK. A Fellow of the ACCA.

Joined Parkview in March 2025 after working as an auditor in the financial audit division of KPMG Ltd, leading statutory audits for international clients. A member of the ACCA.

Started at Swiss Bank Corporation in 1985 and held global roles as a private wealth manager and Brazil team manager, building a broad Latin American financial network. Holds US FINRA Series 66 and 7 licenses.

Began her banking career in 1987 and became a cross-border wealth management expert at JPMorgan Private Bank, handling complex international private bank relationships across London and New York.

A wealth management veteran with over 30 years of experience who advanced to General Manager at UBS leading 1600 bankers across the Americas, and has held leading philanthropic and education roles in Switzerland.

A CFA charterholder who previously worked as a management consultant and investment analyst in South Africa before joining Principal Global Investors' global macro currency strategy team in the UK.

A fiduciary and former UBS Card Centre professional who joined Parkview in 2012 and serves as CFO, overseeing group financial accounting, controlling, client asset consolidation, and Swiss entity administration.