- Private Wealth Solutions
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Master in Laws of Taxation, Master in Business Administration, Certified Trust & Estate Planner.
Professional stations: Samy has been in the Wealth Structuring industry for the last 13 years. He began his career as a tax advisor in some of the world’s largest law firms and the "the big four" before joining Private Banking (JP Morgan, Credit Suisse) in their tax departments. Before joining 1291 Group, he worked for nearly six years at Julius Baer, as Executive Director (Wealth Planning department) in Zurich, Singapore and Hong Kong.
Important values: Loyalty is the quality that I value most. I am a problem solver who strives to find creative solutions to address my client’s needs and build the long term trust required in our business.
BA (Hons) in French Literature and Language
Diploma in Sales & Marketing, CIM
Certified Trust and Estate Planner (TEP)
Professional stations: 25 years in the corporate services and trust sector in the UK and Switzerland. Over the last 11 years in Switzerland I have held the following positions: Estate and Trust Advisor for Credit Suisse Trust Director of Business Development for PraxisIFM Group. Partner, swisspartners Marcuard Heritage
Important values: Integrity and trustworthiness are my core values and are at the heart of my professional and personal life.
Licence en sciences commerciales & consulaires – ICHEC- Brussels (Belgium)
Professional stations: 2006 - 2020 Deutsche Bank (Suisse) SA- Senior Wealth Planner 2000 - 2006 JP Morgan (Suisse) SA - Wealth Advisor
Important values: Consistency – Reliability