Valérie Montel
About Valérie Montel
Valérie Montel serves as the Responsable Wealth Planning at Banque Lombard Odier & Cie SA in Geneva, Switzerland, a position she has held since 2009. She previously worked at PwC Société d'Avocats in the private equity and family business department from 2002 to 2005.
Work at Lombard Odier
Valérie Montel has served as Responsable Wealth Planning at Banque Lombard Odier & Cie SA since 2009. In this role, she focuses on providing tailored wealth management solutions to clients. Her tenure at the bank spans over 15 years, during which she has contributed to the firm's reputation in the financial services industry in Genève, Switzerland.
Education and Expertise
Valérie Montel studied at Paris-Sud University (Paris XI) from 1998 to 1999. This academic background has equipped her with a solid foundation in legal and financial principles, which she applies in her current role in wealth planning. Her expertise encompasses various aspects of wealth management, including private equity and family enterprises.
Background
Before joining Banque Lombard Odier, Valérie Montel worked at PwC Société d'Avocats as an Avocat in the private equity and family enterprises department from 2002 to 2005. This experience provided her with insights into the complexities of private equity investments and the unique needs of family-owned businesses.
Professional Experience
Valérie Montel has accumulated significant professional experience in wealth planning and private equity. Her role at PwC Société d'Avocats involved advising clients on legal matters related to private equity and family enterprises, which has informed her approach to wealth management at Banque Lombard Odier.