
About us / Team / Valérie Bérard
"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently" — Warren Buffett
Valérie Bérard
Director | Relationship Manager
With over 15 years of experience in various roles in private banks and with external asset managers in Switzerland, Valérie Bérard is specialized in Wealth Management Services for Ultra and High Net Worth individuals in various key markets. Through a great eye for details, she balances a deep understanding for growing customer needs and the ever more demanding drivers of the financial industry.
Contact
Tel. +41 58 513 89 96 / Zurich
valerie.berard@leovest.com
LinkedIn
Areas of Expertise
- Client Relationship Management
- Problem solving
- Holistic thinking
Curriculum Vitae
- 2024- LeoVest Partners AG, Director, Relationship Manager
- 2021-2024swisspartners AG, Junior Relationship Manager
- 2018-2021Edmond de Rothschild, Junior Relationship Manager
- 2011-2018Credit Suisse, Assistant Relationship Manager
- 2017-2018Zurich University, CAS in sustainable finance
- 2013Standford University, studies in leadership and decision making
- 2009-2012HEC Lausanne University, M. Sc. Business Administration