Angela Perez

Chief Business Officer at SYZ Group

Angela Perez currently serves as the Chief Business Officer at Syz Group, a role they have held since September 2022. In this position, they are responsible for strategic planning, business management and monitoring, and organization and support of wealth management.

Prior to their role at Syz Group, Angela worked at UBP - Union Bancaire Privée, where they held multiple positions. From December 2020 to August 2022, they served as the Head of Projects and Business Coordination in the Wealth Management division, leading commercial initiatives and mandate transformation. From September 2016 to December 2020, they were the COO Investment Services, contributing to the business management teams in EMEA and Asia and implementing new business models. From September 2010 to August 2016, they held the position of Business Development Manager and Project Manager in Wealth Management, focusing on business transformation, mergers and acquisitions, and regulatory alignment. Additionally, from October 2007 to August 2010, they were the Business Manager of the COO Office of Alternative Investments Group in Asset Management, responsible for process optimization and compliance.

Angela began their career at Deutsche Bank (Switzerland) in 1995, where they held various positions. Angela was a Project Manager of Business Re-engineering in Wealth Management from September 2002 to September 2007, overseeing international projects and business restructuring. From June 2000 to August 2002, they served as the Project Manager of the e-Business Department, focusing on strategic development and project management of e-commerce products and services. Prior to that, from October 1998 to May 2000, they worked as a Client Advisor in Wealth Management, providing investment advice and managing client assets. Angela also worked as a Trainee at Deutsche Bank from October 1995 to September 1998.

Angela's work experience also includes a brief volunteer role at Fidelity Investments in July 1998.

In summary, Angela Perez has extensive experience in various leadership roles in wealth management, business coordination, project management, and e-commerce. Angela has demonstrated a proven track record in strategic planning, process optimization, and driving revenue growth.

Angela Perez obtained a BA in Banking and Business Administration from DHBW Mannheim between 1995 and 1998. Angela then pursued an MBA in International Business from the University of East London between 2003 and 2005. Currently, Angela is enrolled at IMD, where they are studying Organizational Leadership from 2020 to 2022. There is no information regarding their earlier education at Kurpfalz Gymnasium Schriesheim.

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Timeline

  • Chief Business Officer

    September, 2022 - present

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