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Head of Wealth Estate Planning and Family Wealth Solutions
日内瓦, 瑞士
French, English
Bertrand 于 2001 年加入瑞联银行，现时为财富遗产规划和家族财富方案主管。
Bertrand 在引导高净值客户和国际家族制订跨境财富与税务规划事宜方面，拥有逾 30 年的资深经验，深度认识包括传承和遗产规划、税务合适性、迁移规划、财务结构和国际税务策略等专长领域。在加盟前，Bertrand 曾于荷兰银行瑞士分行（ABN Amro Bank（Switzerland））出任国际遗产规划总监长达逾 10 年，也为 Fides（信托和企业服务供应商）主管英国（Anglo-Saxon）与中东团队几年，而此前亦曾效力于瑞银（UBS）超过 10 年。
Bertrand 获瑞士洛桑大学（University of Lausanne）授予法律硕士学位。
