Etienne Fournier
About Etienne Fournier
Etienne Fournier is an Associate Director - Banquier Privé at UBS, where he specializes in creating tailored financial solutions for clients. He has a diverse background in wealth management, having held various positions in reputable financial institutions in France.
Current Role at UBS
Etienne Fournier serves as Associate Director - Banquier Privé at UBS since 2022. In this role, he focuses on creating bespoke financial solutions tailored to the needs of clients. His position leverages UBS's human-scale operations in France, allowing for personalized service and attention to client requirements. Prior to this, he held the position of Banquier Privé at UBS from 2019 to 2022, further developing his expertise in wealth management.
Previous Experience at UBS
Fournier's career at UBS began with his role as a Business Analyst - High Net Worth from 2016 to 2017. During this time, he gained valuable insights into the financial needs of high-net-worth individuals. His subsequent roles at UBS allowed him to deepen his knowledge and skills in private banking and wealth management.
Education and Expertise
Etienne Fournier has a strong educational background in finance and wealth management. He studied at ESCP Europe, where he earned a Master Spécialisé in International Wealth Management from 2015 to 2016. Additionally, he completed a Master 2 (M2) in Banque et Patrimoine with a focus on Gestion de Patrimoine at IAE Lyon from 2014 to 2015. His foundational studies include a Licence in Sciences de Gestion from IAE Lyon from 2012 to 2013 and a BTS in Professions Immobilières from Sciences-U Lyon from 2010 to 2012.
Career Path and Roles
Fournier's career spans various roles in the financial sector. He worked as a Family Officer at FAMILIANCE from 2017 to 2019, where he managed family wealth and provided tailored financial advice. Prior to that, he was an Assistant Gérant Privé at Caisse d'Epargne Rhône Alpes for four months in 2014 and served as a Conseiller en Gestion de Patrimoine (Alternant) at Société Générale from 2014 to 2015. These experiences contributed to his comprehensive understanding of wealth management.
Specialization in Fusions & Acquisitions
Etienne Fournier possesses expertise in Fusions & Acquisitions, a key area within the services offered at UBS. This specialization enables him to assist clients in navigating complex financial transactions and structuring deals that align with their investment goals. His knowledge in this domain enhances the value he provides to clients seeking to optimize their financial portfolios.