In order to support its growth, the private bank Piguet Galland is strengthening its teams of private client advisors with new talents ; Jérôme Morel, Thierry Schneeberger, Xavier Delaloye and Irina Ramanantsoa join the Lausanne team. Alessandro Maggiore has been assigned to the Neuchâtel agency. Meanwhile, Xavier Francey will advise clients based in Geneva and its region, and Thomas Rochat will work in the Bank’s agency in Nyon.
‘’The recruitment of, in total, seven new wealth advisors clearly highlights our growth strategy and, in particular, one of its key objectives: to strengthen our local roots. This is all aimed at meeting the needs of our clients’’, explains Selman Bicaco Urrutia, Head of Private Banking and member of the Bank’s Management Committee. ‘’ Whilst banks are reducing their local presence, centralising their activities in larger regional offices, we are convinced that there is an opportunity to fill a gap by strengthening our local reach’’.
Let’s recall that in June ‘’we obtained the Great Place to Work® 2023 certification with a score of 93% of positive responses’’, explains the head of private banking. ‘’This result shows the effort we put into creating a working environment beneficial to the development of our employees. Our ambition is to create a unique corporate culture in order to retain our talents and attract new ones !’’, says Selman Bicaco Urrutia. A strategy that is paying off.
Meet the new wealth advisors
Thierry Schneeberger
The holder of a CWMA diploma (Certified Wealth Manager Advisor), Thierry began his professional training with Migros Bank in Lausanne and then joined the back office department of Crédit Agricole Lausanne in 2003. At the end of 2006, he was hired by Credit Suisse as a Management Assistant, where he supported the consulting, insurance and sales department. After specialising in financial advice and more specifically in wealth management for international clients, Thierry was promoted to Relationship Manager from 2010 and then offered the opportunity to work in Hong Kong. Upon his return to CS Lausanne, he took care of the local clientele and then HNWI in his capacity as Senior Relationship Manager. Thierry Schneeberger joined Piguet Galland Lausanne on the 1st of August 2023 as Wealth Advisor.
Jérôme Morel
After completing his CIWM (Certified International Wealth Manager) and CWMA (Certified Wealth Manager Advisor) diplomas, Jérôme Morel began his career with Credit Suisse Lausanne in 1998. He joined private management in 2008 as an onshore RM – HNW Assistant, a position which quickly evolved into a Relationship Manager role within the same team. In 2014, Jérôme joined UBS Lausanne as Client Advisor – HNW onshore. From then on, his goal was to acquire and develop a new clientele in the areas of management consulting, pension, taxation and real estate financing. In 2016, he was promoted to Senior Client Advisor for the Lausanne-Montreux region. Jérôme Morel joined Piguet Galland Lausanne on the 1st of July 2023 as Wealth Advisor.
Alessandro Maggiore
The holder of a bachelor’s degree in economics supplemented by a master’s degree in international business development obtained from the University of Neuchâtel in 2007, in the same year, Alessandro began his career at UBS in Geneva as a Credit Risk Manager. He continued his professional development within the bank by joining UBS Neuchâtel in 2009 as a Private Client Advisor with special expertise in mortgage financing. He was then given the opportunity to take over the role of Team Leader. From 2016, still at UBS, Alessandro served private Wealth Management clients for both Neuchâtel and La Chaux-de-Fonds. Alessandro Maggiore joined Piguet Galland Neuchâtel on the 1st of June 2023 as Wealth Advisor.
Xavier Delaloye
After obtaining a CWMA (Certified Wealth Manager Advisor) diploma, Xavier began his career in 1988 at UBS Geneva. He started in a Management Assistant position and then progressed to a managerial role, before leading his own team. In 1998, he joined Edouard Constant bank in Geneva and was appointed Team Manager, taking care of the management of resident Swiss clientele. After 8 years at Edouard Constant, Xavier joined Crédit Suisse Lausanne as Private Banking Senior Relationship Manager, where he was then responsible for the management and development of the client portfolio and for the analysis of client needs. Xavier Delaloye joined Piguet Galland Lausanne on the 1st of August 2023 as Wealth Advisor.
Irina Ramanantsoa
After completing her CWMA (Certified Wealth Manager Advisor) diploma, as well as the IAF/ Mendo Federal Certificate of Financial Advisor, Irina began her apprenticeship as an Administrative Officer at Credit Suisse in 2011. Her training at Credit Suisse was followed by a brief experience at Bank Now as a Client Advisor for private loans before returning to Credit Suisse Lausanne. Irina joined Xavier Delaloye and Thierry Schneeberger as Management Assistant for HNWI clients. In 2019, Irina became Affluent Relationship Manager with the Lavaux Riviera and Lausanne branches. From 2021, Irina returned to work with Xavier Delaloye and Thierry Schneeberger as a Junior Relationship Manager/Management Assistant. Irina Ramanantsoa joined
Piguet Galland Lausanne on the 1st of August 2023 as Junior Wealth Advisor.
Thomas Rochat
Thomas Rochat has been active as a Wealth Advisor for many years in the Lake Geneva region. Thanks to more than 15 years working initially at UBS and then at Credit Suisse in Nyon, he has extensive experience in accompanying private clients and supporting them in achieving their goals, especially in the field of Private Banking. Holder of a Swiss diploma as a Federal Expert in Finance and Investments, of an international diploma in Wealth Management as well as a diploma as a Financial Advisor, he is also a member of the Swiss Financial Analyst Association SFAA and holds a certificate from the Swiss Financial Planners Organization SFPO. Thomas Rochat joined
Piguet Galland Nyon on the 1st of August 2023 as Wealth Advisor.
Xavier Francey
A Senior Wealth Manager with more than 20 years of experience, Xavier Francey began his career at UBS Geneva in International Wealth Management. After developing many skills in private wealth management while based in Geneva and Dubai, Xavier joined the Bâloise Assurances group in 2009, taking the opportunity to deepen his knowledge in the field of insurance, pensions and mortgage financing. In 2011, he joined Credit Suisse, where he was able to focus on local and entrepreneurial clients, relying on his global skills in wealth management, mortgage financing and financial planning. At the same time, Xavier has been politically active for several years within his municipality as a municipal councillor. Xavier Francey joined Piguet Galland Geneva on the 1st of September 2023 as Wealth Advisor.
