12.07.2023
我们对家族办公室的承诺
作为由企业家家族所有的私人银行，瑞士瑞联银行在助力超高净值家族管理财富方面别具优势。对一些家族来说，设立自家的家族办公室以作为内部财管部门，是实现世代财富管理的最佳方式。
Monica Espinosa
Head of Family Office Services
日内瓦, 瑞士
English, French, Italian, Spanish
Monica Espinosa serves as the Head of UBP Family Office Services, leading and expanding family office services since January 2022.
Monica is a seasoned financial services executive with over two decades of experience in the banking and wealth management industry. Before her current role, she held various leadership positions at UBP, which she joined in 2013, including overseeing the EAM market for Switzerland and international clients, and leading transformation initiatives. Before that she was at HSBC Private Bank, where she ran the External Asset Managers service for Switzerland. Monica's career began at Citigroup Private Bank, managing relationships for the Spanish market.
She holds a bachelor’s in Political & Social Sciences from the University of Geneva and also completed a graduate program at Citibank Geneva. Additionally, she holds the Certified Family Wealth Advisor (CFWA) and Certified Family Business Advisor (CFBA) dual certifications from the Family Firm Institute (FFI).