Parkview Group

Specializes in M&A and direct investment advisory, supporting private wealth and private equity clients in structuring and executing private market transactions; holds an M.A. from University of St. Gallen and an MBA from IESE.

Chief Operating Officer and Partner at Parkview Group with a three-decade global finance career leading origination and back-office teams; holds an INSEAD MBA and is a CFA and CAIA charterholder.

Holds a PhD in Economics and began his career at the IMF, later becoming Managing Director and Head of Emerging Markets Strategy at UBS Investment Bank and Head of Emerging Markets Research at UBS Wealth Management.

Has 30+ years in FX, investment banking, derivatives and wealth management, having worked at UBS, Credit Suisse and Goldman Sachs before joining UBS International Wealth Management, primarily serving Mexican families.

Formerly in Deloitte Ukraine's Transaction Services team conducting financial due diligence, later an investment analyst at a multi-family office in Switzerland; CFA charterholder.

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

Joined Parkview in July 2022 after holding corporate, banking, immigration administration and AML/KYC roles in the Cyprus legal and corporate services sector; holds an LLB and LPC from the University of Manchester.

Previously a senior associate/trust officer for over 10 years at Qubus Management AG and later Vistra Zurich AG; holds a diploma in business administration.

Former portfolio manager at EFG Asset Management managing discretionary high-net-worth portfolios and multi-asset construction; holds a master's from LUISS Guido Carli and is a CFA charterholder.

Previously a senior analyst at Allianz Investment Management selecting and reviewing asset managers; holds master's degrees from University of St. Gallen and USC and is a CAIA charterholder.

Joined Parkview in November 2022 after working as an accounting associate at Aspen Trust Group and as an operational due diligence analyst at Albourne Partners; ACCA fellow.

Joined Parkview in March 2025 after working as an auditor at KPMG leading statutory audits; holds an accounting degree from the University of Cyprus and is an ACCA member.

Began at Swiss Bank Corporation in 1985 and built a global career as a private wealth manager and manager of Brazil teams, developing an extensive Latin American financial network.

Began her career at Generale Bank in 1987 and worked across international lending and corporate banking before joining JPMorgan Private Bank in 1998, becoming a senior banker specialized in cross-border wealth management.

Wealth management veteran with 30+ years' experience who rose to General Manager at UBS leading 1600 bankers across the Americas, and held leadership roles with the UBS Optimus Foundation and other Swiss philanthropic organizations.

Former management consultant and investment analyst in South Africa who later joined Principal Global Investors' global macro currency strategy team in the UK; CFA charterholder.

Started as a fiduciary in tax and accounting, later worked at UBS Card Centre, and joined Parkview in 2012; today serves as CFO overseeing group financial accounting, controlling, and Swiss entity administration.