Raluca Alexandru
Founder

I am an experienced money manager and advisor to wealthy families around the globe, an inquisitive and fun interlocutor for clients and peers alike and an avid consumer of joie du vivre.

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After graduating my MBA from Ross School of Business at the University of Michigan, I have embarked on a life long passion of investment advisory career. To get a 360 degree view, I had to go through all 4 segments of the private banking industry: investment bank private bank, retail/ wholesale bank private bank, pure private bank play and independent money manager.

 

Hence, I started by building a first hand experience with wealth management offered by investment banks and have been selected one of the few advisors with Goldman Sachs Private Wealth Management. After several years I moved back to Europe and dived into huge wholesale bank model with HSBC Switzerland for exposure to another private bank model. The experience came full circle after my experience with a pure private bank player, Union Bancaire Privee, largest family owned bank in Switzerland. 3 years ago I became an independent adviser and from this vantage point I can say now that I am fully enabled to properly advise my clients on how to manage their wealth.