Caroline Curtelin, CIIA, is an experienced Executive Director and Client Advisor in Wealth Management, currently focusing on Swiss clients at UBS since 2024. Previously, they held various leadership roles at Credit Suisse, including Director and Senior Relationship Manager, where they specialized in multi-asset class solutions and tailored portfolio designs for high-net-worth clients. Between 2004 and 2010, Caroline developed expertise in hedge funds and institutional relationships at Unigestion and Tocqueville Finance Europe SA, contributing to client services and investment advisory. Their extensive background in quantitative analysis and client relationship management has established them as a knowledgeable leader in the financial industry.
This person is not in the org chart
This person is not in any teams
This person is not in any offices