Jonathan R.
Deputy Head of European Markets - Member of the Investment Committee @Bordier & Cie, Banquiers Privés
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WORK HISTORY
Deputy Head of European Markets - Member of the Investment Committee @Bordier & Cie, Banquiers Privés
Geneva, CH
Expanding & Elevating UHNWI Wealth Management• Brought a large, high-value client book, strengthening Bordier & Cie’s presence in the UHNWI segment.• Strong focus on prospecting and acquiring new key clients, leveraging expertise in multi-asset wealth structuring.Delivering Ultra-Premium & Tailored Investment Strategies• Trusted advisor to elite clients, providing bespoke investment solutions and multi-bank wealth structuring.• Expertise in public & private markets, real estate, and digital assets, creating high-performance portfolios that outperform benchmarks.Bridging Tradition & Innovation in Private Banking• Led crypto onboarding, enabling crypto-native clients to integrate into the regulated private banking ecosystem.• Introduced new investment solutions, strategic partnerships, and alternative financing, aligning Bordier & Cie with the needs of next-gen investors.Driving Growth & Market Leadership• Active Investment Committee member, shaping strategic asset allocation and portfolio management.• Contributed to Bordier’s international expansion, blending heritage and discretion with a modern, tech-driven approach.
EDUCATION
University of Geneva
Master, Arts in Business Administration (HEC)
AZEK
Certified International Wealth Manager CIWM®
AZEK
Certified International Investment Analyst CIIA®
University of Geneva
Bachelor, Economic Sciences
ABOUT JONATHAN R.
Hi, I\'m Jonathan. Private banking is evolving. So is the next generation of…
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