Pascal Scacchi

Dynamic Tree Asset Management AG is the first Swiss based independent asset management firm registered and licensed in Switzerland and Canada to provide financial advice to HNWIs and UHNWIs globally. Responsible for the successful development and growth of the firm's wealth management business in Eastern Canada, including the areas of acquisition strategy, investment solutions and advisory services, product sales and marketing.

Senior Client Advisor for Canadian HWNI clients. Management and development of own client book with strong focus on best performance and high efficiency. Responsible to meet ambitious financial targets set by the operating plan Provided individual advice of complex and holistic client solutions, including tailor-made investment portfolios and wealth planning products. Acquired clients through referrals from a solid and satisfied client base and a broad network.

Wealth Manager and private banker for globally managed wealthy private clients in the segment of Ultra High Net Worth Individuals.

Independent and supporting relationship management of wealthy private clients (HNWI and UHNWI)

Selling, cross-selling and advisory of various fixed income products as well as bonds, convertibles, structured products. Promotion sales initiatives.

Sales, advisory and allocation of share issues (IPOs) as well as distribution of various derivative and structured products for private banking clients, ICs, PM, IAMs.

Responsible for seamless work-flow of trading for private banking client orders via SWX trading platform. Further responsible for monitoring market liquidity and handling of mistrades at stock exchange.

General bank training in different front- and back-office areas at Credit Suisse Group (i.e. Treasury Global Limit Excess Management, Execution Management (Mid-office), Trading IT Project Team etc.)