22.06.2026
The largest transfer of assets in Swiss history
Large estates, delayed inheritance and international structures are changing the way wealth is being passed on. For private banking, succession planning is becoming a core strategic task.
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Head of 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。