Maxime B.
About Maxime B.
Maxime B. serves as the Senior Vice President at Lombard Odier Group, specializing in holistic wealth management for international families. With extensive experience in the financial sector, he has held various roles at UBS and possesses multiple certifications in wealth management.
Work at Lombard Odier
Maxime B. serves as Senior Vice President at Lombard Odier Group, a position he has held since 2017. In this role, he provides holistic wealth management services tailored to the needs of international families with significant wealth across generations. He focuses on delivering customized investment solutions and works closely with both single and multi-family offices, ensuring that the financial strategies align with the unique requirements of each client.
Previous Experience at UBS
Prior to his tenure at Lombard Odier, Maxime B. worked at UBS for a total of eight years. He began as a Relationship Manager Assistant in Paris, France, from 2006 to 2007, before transitioning to the role of Relationship Manager in Geneva, Switzerland, from 2007 to 2015. In these positions, he developed expertise in managing client relationships and delivering tailored financial services.
Education and Expertise
Maxime B. holds a Master's degree in Finance from ISG Institut Supérieur de Gestion, which he completed from 2001 to 2006. He furthered his education by obtaining a WM Diploma through the UBS Graduate Training Program from 2007 to 2008. Additionally, he studied at IMD, achieving an LLP in 2016. He also holds certifications in Advanced Wealth Management (AWM) and as a Certified Wealth Management Advisor (CWMA), enhancing his qualifications in the wealth management sector.
Professional Certifications
Maxime B. has obtained several professional certifications that underscore his expertise in wealth management. He holds the Advanced Wealth Management (AWM) certification and is a Certified Wealth Management Advisor (CWMA). These credentials reflect his commitment to providing high-quality financial services and his proficiency in managing the complexities of wealth for international families.