Savivanh Charbit
Wealth Management Consultant | Asset & Portfolio
Salaire / Taux journalier
Paris, France
Freelance, ouvert au CDI
Expertises
Langues
À propos
Introduction
CEO & Founder with 9+ years leading Smart Personal Investments Services, specializing in wealth management for ultra-HNWIs and family offices. Expert in luxury real estate sourcing, art consulting, M&A, and private equity with proven track record in portfolio management. Delivering world-class tailored investment solutions and strategic advisory services for exclusive clientele globally.
Expérience de travail
CEO and Founder
Smart Personal Investments Services
nov. 2015 - Présent
11 ans
Paris Area, France
Our Company is looking for associate partners investors to joint our company to develop our business in the international in Wealth Management Services 1 Co - CEO Partner ( Executive Director Partner international Business Development ) 1 CIO Partner ( Chief Investment Officer Partner : Asset Management / Wealth Management ) 1 COO / CFO Partner : Strategy / organisation Development Smart Personal Investments Services provides the World Class tailored Services. The Clients can discover the World of tailored services in one place. Smart Personal Investments Services offer a premium service for our exclusive clientele. We offer expert services in 4 main Departments: • Sourcing Luxury and Commercial Real Estate program , Jets and Yachts for (ultra) HNWIS , Family Offices and Financial Institutions • Consulting for Collection and Purchase of Art works • Consulting in Finance, Insurance, Banking and Corporates : Strategy , organization advisory and support assistance in investment advisory • Sourcing services of research investors in Merger and acquisition , fund raising or financing projects for Startups entrepreneurs and Corporates ( Private Equities ) and Smart cities projects We focused on delivering clientele satisfaction: This is our most important value