Claude Andre Harbonn
Singapore
Overview
24
24
years of professional experience
Work History
Co-Head of UHNW Solutions Group
UBS Wealth Management
07.2023 - Current
- Leading a global team (Switzerland, Singapore, HK) to drive growth and group revenues for the largest and most complex clients of the group globally
- The role encompasses the full client life cycle: From development & acquisition, client advisory, to complex discretionary mandate management as well as family office advisory and next generations services
Market Group Head for Indonesia & Malaysia
Credit Suisse Private Banking
01.2023 - 07.2023
- Led two of the largest and most strategic markets in South East Asia, representing over 30bn USD in client assets through the crisis in 2023
Head of Advisory & Sales for South Asia
Credit Suisse Private Banking
01.2014 - 01.2023
- Driving sales and client outcomes for South Asia, including India and Australia, across the lifecycle; from sourcing of solutions both internally and externally to creating tracking and reporting.
- Hiring, training and building up a team of almost 50 Investment Consultants, covering South East Asian markets as well as External Asset Managers and International clients
- Spearheaded a number of landmark sales success for the group from fixed income to equities.
- Turned South Asia into the lynchpin of the bank's successes in Alternative Investments, across both semi liquid and private equity solutions
- Directly engaging and managing the portfolios of key UHNW clients
- Partnered with internal stakeholders to develop and implement market leading solutions for trading and sales support
- Member of the APAC Executive Committee
IC Team Head for Singapore Market
Credit Suisse Private Banking
03.2011 - 12.2013
Ultra High Net Worth Investment Consultant (IC)
Credit Suisse Private Banking
09.2008 - 03.2011
Investment Consultant, Director
UBS Wealth Management
06.2005 - 08.2008
- Specialist for discretionary and advisory portfolio solutions, covering full investment universe: Mandates, investment funds, single securities & structured products and alternative investments
- Primary focus on high and ultra high net worth clients in South East Asia, with a focus on Indonesia.
Market Development: Project Manager, Associate Director
UBS Wealth Management
10.2003 - 06.2005
Market Development: Education and Product Consultant, Associate Director
UBS Wealth Management
11.2001 - 10.2003
Junior Key People (JKP) Graduate Programme
UBS Wealth Management
11.1999 - 10.2001
Education
Master of Science - Banking And Finance
HEC Lausanne
Lausanne, Switzerland12.1998
Master of Engineering - Electrical And Electronics Engineering
Imperial College
London, England07.1996
International Baccalaureate -
Jakarta International School
Jakarta, Indonesia05.1992
Languages
French
English
Miscellany
Chartered Alternative Investment Analyst (CAIA) in March 2007
International background and education; having lived in Venezuela, Brazil, Indonesia, Nigeria, Japan, Mexico, England, France, Switzerland and Singapore
Personal Information
- Date of Birth: 08/11/1974
- Nationality: Swiss
Timeline
Co-Head of UHNW Solutions Group
UBS Wealth Management
07.2023 - Current
Market Group Head for Indonesia & Malaysia
Credit Suisse Private Banking
01.2023 - 07.2023
Head of Advisory & Sales for South Asia
Credit Suisse Private Banking
01.2014 - 01.2023
IC Team Head for Singapore Market
Credit Suisse Private Banking
03.2011 - 12.2013
Ultra High Net Worth Investment Consultant (IC)
Credit Suisse Private Banking
09.2008 - 03.2011
Investment Consultant, Director
UBS Wealth Management
06.2005 - 08.2008
Market Development: Project Manager, Associate Director
UBS Wealth Management
10.2003 - 06.2005
Market Development: Education and Product Consultant, Associate Director
UBS Wealth Management
11.2001 - 10.2003
Junior Key People (JKP) Graduate Programme
UBS Wealth Management
11.1999 - 10.2001
Master of Science - Banking And Finance
HEC Lausanne
Master of Engineering - Electrical And Electronics Engineering
Imperial College
International Baccalaureate -
Jakarta International School
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