{"id":87125,"date":"2020-10-16T23:18:25","date_gmt":"2020-10-16T23:18:25","guid":{"rendered":"https:\/\/1875.lu\/societe\/equipe-et-carriere\/zurich-team\/"},"modified":"2025-07-16T13:55:39","modified_gmt":"2025-07-16T13:55:39","slug":"zurich-team","status":"publish","type":"page","link":"https:\/\/1875.lu\/fr\/societe\/equipe-et-carriere\/zurich-team\/","title":{"rendered":"Zurich team"},"content":{"rendered":"

[vc_row row_height_percent=\u00a0\u00bb0″ override_padding=\u00a0\u00bbyes\u00a0\u00bb h_padding=\u00a0\u00bb2″ top_padding=\u00a0\u00bb5″ bottom_padding=\u00a0\u00bb2″ overlay_alpha=\u00a0\u00bb50″ gutter_size=\u00a0\u00bb3″ column_width_percent=\u00a0\u00bb100″ shift_y=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″][vc_column column_width_percent=\u00a0\u00bb100″ align_horizontal=\u00a0\u00bbalign_center\u00a0\u00bb gutter_size=\u00a0\u00bb3″ overlay_alpha=\u00a0\u00bb50″ shift_x=\u00a0\u00bb0″ shift_y=\u00a0\u00bb0″ shift_y_down=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″ medium_width=\u00a0\u00bb0″ mobile_width=\u00a0\u00bb0″ width=\u00a0\u00bb1\/1″][vc_custom_heading heading_semantic=\u00a0\u00bbh1″ separator_color=\u00a0\u00bbyes\u00a0\u00bb separator=\u00a0\u00bbyes\u00a0\u00bb sub_lead=\u00a0\u00bbyes\u00a0\u00bb css_animation=\u00a0\u00bbcurtain\u00a0\u00bb animation_delay=\u00a0\u00bb200″]Soci\u00e9t\u00e9:
\nEthique et excellence[\/vc_custom_heading][\/vc_column][\/vc_row][vc_row row_height_percent=\u00a0\u00bb0″ overlay_alpha=\u00a0\u00bb50″ gutter_size=\u00a0\u00bb3″ column_width_percent=\u00a0\u00bb100″ shift_y=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″][vc_column width=\u00a0\u00bb1\/1″][vc_column_text]<\/p>\n

N\u00e9e de l\u2019exp\u00e9rience commune de ses fondateurs au sein de la m\u00eame banque,\u00a01875 FINANCE<\/strong>\u00a0repose sur un esprit d\u2019\u00e9quipe ind\u00e9fectible garantissant une coh\u00e9sion constante et une responsabilit\u00e9 partag\u00e9e dans les choix strat\u00e9giques et le conseil \u00e0 la client\u00e8le.<\/h4>\n

[\/vc_column_text][vc_empty_space empty_h=\u00a0\u00bb2″][\/vc_column][\/vc_row][vc_row row_height_percent=\u00a0\u00bb0″ overlay_alpha=\u00a0\u00bb50″ gutter_size=\u00a0\u00bb3″ column_width_percent=\u00a0\u00bb100″ shift_y=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″][vc_column column_width_percent=\u00a0\u00bb100″ gutter_size=\u00a0\u00bb3″ overlay_alpha=\u00a0\u00bb50″ shift_x=\u00a0\u00bb0″ shift_y=\u00a0\u00bb0″ shift_y_down=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″ medium_width=\u00a0\u00bb0″ mobile_width=\u00a0\u00bb0″ width=\u00a0\u00bb1\/1″][vc_custom_heading heading_semantic=\u00a0\u00bbh1″ separator_color=\u00a0\u00bbyes\u00a0\u00bb separator=\u00a0\u00bbyes\u00a0\u00bb sub_lead=\u00a0\u00bbyes\u00a0\u00bb]<\/p>\n

\u00c9QUIPE \u00c0 ZURICH<\/h3>\n

[\/vc_custom_heading][\/vc_column][\/vc_row][vc_row row_height_percent=\u00a0\u00bb50″ overlay_alpha=\u00a0\u00bb50″ gutter_size=\u00a0\u00bb4″ column_width_percent=\u00a0\u00bb100″ shift_y=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″ el_class=\u00a0\u00bbinverted-device-order\u00a0\u00bb][vc_column width=\u00a0\u00bb1\/2″][vc_single_image media=\u00a0\u00bb82928″ media_width_percent=\u00a0\u00bb100″ media_ratio=\u00a0\u00bbone-one\u00a0\u00bb shadow=\u00a0\u00bbyes\u00a0\u00bb shadow_weight=\u00a0\u00bbstd\u00a0\u00bb shadow_darker=\u00a0\u00bbyes\u00a0\u00bb][\/vc_column][vc_column column_width_use_pixel=\u00a0\u00bbyes\u00a0\u00bb position_vertical=\u00a0\u00bbmiddle\u00a0\u00bb gutter_size=\u00a0\u00bb3″ overlay_alpha=\u00a0\u00bb50″ shift_x=\u00a0\u00bb0″ shift_y=\u00a0\u00bb0″ shift_y_down=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″ medium_width=\u00a0\u00bb0″ mobile_width=\u00a0\u00bb0″ width=\u00a0\u00bb1\/2″ column_width_pixel=\u00a0\u00bb900″][vc_custom_heading text_color=\u00a0\u00bbaccent\u00a0\u00bb heading_semantic=\u00a0\u00bbh6″ text_size=\u00a0\u00bbfontsize-160000″ text_transform=\u00a0\u00bbuppercase\u00a0\u00bb text_space=\u00a0\u00bbfontspace-210350″ uncode_shortcode_id=\u00a0\u00bb178689″ text_color_type=\u00a0\u00bbuncode-palette\u00a0\u00bb]Managing Director – Client\u00e8le Priv\u00e9e[\/vc_custom_heading][vc_custom_heading heading_semantic=\u00a0\u00bbh3″ text_size=\u00a0\u00bbh3″]Burcu Minas Balta[\/vc_custom_heading][vc_column_text]Burcu Minas Balta d\u00e9bute sa carri\u00e8re dans la finance en 2001 en qualit\u00e9 de Relationship Manager chez Cr\u00e9dit Suisse, particuli\u00e8rement ax\u00e9e sur le march\u00e9 turc. Elle fournit des services et des conseils sur mesure aux clients UHNWI dans tous les domaines de leur patrimoine. Burcu a une approche globale pour r\u00e9pondre aux besoins sp\u00e9cifiques des clients, en particulier dans les domaines de la gestion d\u2019actifs et de la banque d\u2019investissement.<\/p>\n

Apr\u00e8s 18 ans en banque priv\u00e9e, elle rejoint 1875 FINANCE et continue \u00e0 r\u00e9pondre aux besoins en mati\u00e8re de gestion de patrimoine.[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_height_percent=\u00a0\u00bb50″ overlay_alpha=\u00a0\u00bb50″ gutter_size=\u00a0\u00bb4″ column_width_percent=\u00a0\u00bb100″ shift_y=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″ el_class=\u00a0\u00bbinverted-device-order\u00a0\u00bb][vc_column width=\u00a0\u00bb1\/2″][vc_single_image media=\u00a0\u00bb87302″ media_width_percent=\u00a0\u00bb100″ media_ratio=\u00a0\u00bbone-one\u00a0\u00bb shadow=\u00a0\u00bbyes\u00a0\u00bb shadow_weight=\u00a0\u00bbstd\u00a0\u00bb shadow_darker=\u00a0\u00bbyes\u00a0\u00bb uncode_shortcode_id=\u00a0\u00bb214305″][\/vc_column][vc_column column_width_use_pixel=\u00a0\u00bbyes\u00a0\u00bb position_vertical=\u00a0\u00bbmiddle\u00a0\u00bb gutter_size=\u00a0\u00bb3″ overlay_alpha=\u00a0\u00bb50″ shift_x=\u00a0\u00bb0″ shift_y=\u00a0\u00bb0″ shift_y_down=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″ medium_width=\u00a0\u00bb0″ mobile_width=\u00a0\u00bb0″ width=\u00a0\u00bb1\/2″ column_width_pixel=\u00a0\u00bb900″][vc_custom_heading text_color=\u00a0\u00bbaccent\u00a0\u00bb heading_semantic=\u00a0\u00bbh6″ text_size=\u00a0\u00bbfontsize-160000″ text_transform=\u00a0\u00bbuppercase\u00a0\u00bb text_space=\u00a0\u00bbfontspace-210350″]Executive Director – Client\u00e8le Priv\u00e9e[\/vc_custom_heading][vc_custom_heading heading_semantic=\u00a0\u00bbh3″ text_size=\u00a0\u00bbh3″ uncode_shortcode_id=\u00a0\u00bb623301″]Roman Walker[\/vc_custom_heading][vc_column_text uncode_shortcode_id=\u00a0\u00bb139852″]Roman Walker a commenc\u00e9 sa carri\u00e8re dans l\u2019industrie automobile au si\u00e8ge de BMW AG \u00e0 Munich avant de passer au secteur bancaire chez UBS AG \u00e0 Zurich. Au cours des neuf ann\u00e9es pass\u00e9es chez UBS, il a travaill\u00e9 pour Active Portfolio Advisory, le bureau de repr\u00e9sentation d\u2019UBS \u00e0 Moscou, ainsi qu\u2019en tant que charg\u00e9 de relations et responsable adjoint du d\u00e9partement Europe de l\u2019Est. En 2016, il est pass\u00e9 chez Pictet \u00e0 Zurich, o\u00f9 il a constitu\u00e9 avec succ\u00e8s un vaste portefeuille de clients. En 2020, il a quitt\u00e9 la banque et a \u00e9t\u00e9 transf\u00e9r\u00e9 chez 1875 FINANCE. Roman est titulaire d\u2019une licence en administration des affaires de l\u2019Universit\u00e9 internationale Schiller de Heidelberg.[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_height_percent=\u00a0\u00bb50″ overlay_alpha=\u00a0\u00bb50″ gutter_size=\u00a0\u00bb4″ column_width_percent=\u00a0\u00bb100″ shift_y=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″ el_class=\u00a0\u00bbinverted-device-order\u00a0\u00bb][vc_column width=\u00a0\u00bb1\/2″][vc_single_image media=\u00a0\u00bb83591″ media_width_percent=\u00a0\u00bb100″ media_ratio=\u00a0\u00bbone-one\u00a0\u00bb shadow=\u00a0\u00bbyes\u00a0\u00bb shadow_weight=\u00a0\u00bbstd\u00a0\u00bb shadow_darker=\u00a0\u00bbyes\u00a0\u00bb][\/vc_column][vc_column column_width_use_pixel=\u00a0\u00bbyes\u00a0\u00bb position_vertical=\u00a0\u00bbmiddle\u00a0\u00bb gutter_size=\u00a0\u00bb3″ overlay_alpha=\u00a0\u00bb50″ shift_x=\u00a0\u00bb0″ shift_y=\u00a0\u00bb0″ shift_y_down=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″ medium_width=\u00a0\u00bb0″ mobile_width=\u00a0\u00bb0″ width=\u00a0\u00bb1\/2″ column_width_pixel=\u00a0\u00bb900″][vc_custom_heading text_color=\u00a0\u00bbaccent\u00a0\u00bb heading_semantic=\u00a0\u00bbh6″ text_size=\u00a0\u00bbfontsize-160000″ text_transform=\u00a0\u00bbuppercase\u00a0\u00bb text_space=\u00a0\u00bbfontspace-210350″]Director – Client\u00e8le Priv\u00e9e[\/vc_custom_heading][vc_custom_heading heading_semantic=\u00a0\u00bbh3″ text_size=\u00a0\u00bbh3″]Jasmin Woertz[\/vc_custom_heading][vc_column_text]Jasmin Woertz d\u00e9bute sa carri\u00e8re en 2004 au sein d\u2019UBS AG o\u00f9 elle effectue un stage de formation. Elle travaille par la suite en tant qu\u2019assistante au sein du service HNWI. Elle rejoint ensuite Julius Baer & Co. Ltd. en 2008, o\u00f9 elle travaille comme assistante pour une client\u00e8le priv\u00e9e suisse. En 2012, elle devient responsable junior de la gestion des relations avec les clients apr\u00e8s avoir son CFP. Trois ans plus tard, elle rejoint la banque cantonale de B\u00e2le en tant que gestionnaire.<\/p>\n

En 2016, elle quitte la banque pour rejoindre 1875 FINANCE.[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_height_percent=\u00a0\u00bb50″ overlay_alpha=\u00a0\u00bb50″ gutter_size=\u00a0\u00bb4″ column_width_percent=\u00a0\u00bb100″ shift_y=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″ el_class=\u00a0\u00bbinverted-device-order\u00a0\u00bb][vc_column width=\u00a0\u00bb1\/2″][vc_single_image media=\u00a0\u00bb87833″ media_width_percent=\u00a0\u00bb100″ media_ratio=\u00a0\u00bbone-one\u00a0\u00bb shadow=\u00a0\u00bbyes\u00a0\u00bb shadow_weight=\u00a0\u00bbstd\u00a0\u00bb shadow_darker=\u00a0\u00bbyes\u00a0\u00bb uncode_shortcode_id=\u00a0\u00bb111646″][\/vc_column][vc_column column_width_use_pixel=\u00a0\u00bbyes\u00a0\u00bb position_vertical=\u00a0\u00bbmiddle\u00a0\u00bb gutter_size=\u00a0\u00bb3″ overlay_alpha=\u00a0\u00bb50″ shift_x=\u00a0\u00bb0″ shift_y=\u00a0\u00bb0″ shift_y_down=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″ medium_width=\u00a0\u00bb0″ mobile_width=\u00a0\u00bb0″ width=\u00a0\u00bb1\/2″ column_width_pixel=\u00a0\u00bb900″][vc_custom_heading text_color=\u00a0\u00bbaccent\u00a0\u00bb heading_semantic=\u00a0\u00bbh6″ text_size=\u00a0\u00bbfontsize-160000″ text_transform=\u00a0\u00bbuppercase\u00a0\u00bb text_space=\u00a0\u00bbfontspace-210350″ uncode_shortcode_id=\u00a0\u00bb166363″ text_color_type=\u00a0\u00bbuncode-palette\u00a0\u00bb]Assistante – Client\u00e8le Priv\u00e9e[\/vc_custom_heading][vc_custom_heading heading_semantic=\u00a0\u00bbh3″ text_size=\u00a0\u00bbh3″ uncode_shortcode_id=\u00a0\u00bb193402″]Veselina Motsinova[\/vc_custom_heading][vc_column_text uncode_shortcode_id=\u00a0\u00bb291829″]Veselina est dipl\u00f4m\u00e9e de l\u2019Universit\u00e9 d\u2019\u00c9tat des affaires \u00e9trang\u00e8res de Moscou (MGIMO) et titulaire d\u2019une ma\u00eetrise en \u00e9conomie. Avant de rejoindre 1875 Finance, elle a travaill\u00e9 dans des soci\u00e9t\u00e9s financi\u00e8res et des banques. Elle a travaill\u00e9 en tant que chef d\u2019\u00e9quipe adjoint du Service Desk \u00e0 la banque Cr\u00e9dit Suisse (division Wealth Management), en tant que conseill\u00e8re client\u00e8le \u00e0 Marcuard Heritage, en tant qu\u2019analyste dans une banque internationale. Elle a rejoint 1875 Finance en 2023.
\nVeselina a pass\u00e9 le niveau I du programme CFA (CFA Institute). Elle est titulaire d\u2019un certificat avanc\u00e9 en droit et pratique des soci\u00e9t\u00e9s (STEP), d\u2019un certificat avanc\u00e9 en droit et pratique des trusts (STEP), d\u2019un certificat avanc\u00e9 en droit des soci\u00e9t\u00e9s (STEP) : Law and Practice (STEP), Advanced Certificate in Trust Administration & Accounts (STEP).[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_height_percent=\u00a0\u00bb0″ overlay_alpha=\u00a0\u00bb50″ gutter_size=\u00a0\u00bb3″ column_width_percent=\u00a0\u00bb100″ shift_y=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″][vc_column width=\u00a0\u00bb1\/1″][vc_empty_space empty_h=\u00a0\u00bb2″][vc_row_inner limit_content=\u00a0\u00bb\u00a0\u00bb][vc_column_inner width=\u00a0\u00bb1\/1″][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

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