Gabriel Lamon

Gabriel Lamon

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location of Gabriel LamonLausanne Metropolitan Area

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  • Timeline

  • About me

    Wealth Management Advisor, Director at UBS Lausanne ● SFTA Board Member ● Refocusing Wealth Management Industry on Human ● Master of Advanced Studies

  • Education

    • ESBF Lausanne

      -
      Spécialiste en Economie Bancaire avec Brevet Fédéral Banque, Placements, Prévoyance, Crédit
    • ESBF Lausanne

      2005 - 2006
      Conseiller Financier avec Brevet Fédéral Planification de projets et de retraite

      Les conseillers financiers avec brevet fédéral sont en mesure d’offrir aux particuliers un conseil et un suivi exhaustifs tout au long de leur vie active dans le cadre d’une approche globale en matière de gestion financière. Il s’agit notamment de planification de projets et de retraite

    • MIT Sloan School of Management

      2018 - 2019
      Innovation of Products and Services Design Thinking

      ➤ Understand the design thinking process➤ Identify and assess customer opportunities➤ Generate and evaluate new product and service concepts➤ Design services and customer experiences➤ Evaluate product development economics

    • Kalaidos Fachhochschule Schweiz

      2016 - 2018
      Master of Advanced Studies (MAS) HES Banking & Finance

      Ma thèse de Master “Humain et Machine, complémentaires ?” a porté sur "La valeur des comportements humains dans la digitalisation du Front Office Wealth Management"Marketing des opérations "Vendre et promouvoir"➤ Rôle des fonction du Marketing ➤ Les éléments du mix Marketing ➤ Nouvelles technologies ➤ Marketing relationnelSolutions d'investissements et de financement "Analyser et investir" (Equivalence AZEK CIWM)➤ Financements➤ Stratégies d'investissement… Show more Ma thèse de Master “Humain et Machine, complémentaires ?” a porté sur "La valeur des comportements humains dans la digitalisation du Front Office Wealth Management"Marketing des opérations "Vendre et promouvoir"➤ Rôle des fonction du Marketing ➤ Les éléments du mix Marketing ➤ Nouvelles technologies ➤ Marketing relationnelSolutions d'investissements et de financement "Analyser et investir" (Equivalence AZEK CIWM)➤ Financements➤ Stratégies d'investissement ➤ Environnement du client➤ Solutions d'investissement➤ Macroéconomie et investissementsPilotage des opérations bancaires "Produire et optimiser" :➤ Organisation dans les opérations bancaires ➤ Management des opérations bancaires ➤ Efficience dans les opérations ➤ Stratégie dans les opérationsModules complémentaires en Leadership➤ Career management ➤ Leadership bienveillant ➤ Gestion du changement ➤ Style professionnel - Style managerial Show less

    • Columbia Business School

      2019 - 2019
      Digital Strategies for Business : Leading the next Generation Entreprise

      * 5 DOMAINS OF DIGITAL TRANSFORMATION (customers - competition - data - innovation - value)* CUSTOMER NETWORKS AND THE NEW PATH TO PURCHASE* UNDERSTANDING DIGITAL CUSTOMER BEHAVIORS* PLATFORM BUSINESS MODELS* COOPETITION, DISINTERMEDIATION, AND ASYMMETRIC COMPETITORS* BUILDING DATA AS A STRATEGIC ASSET FOR YOUR BUSINESS* BIG DATA AT WORK: NEW DATA, NEW TOOLS, AND TEMPLATES OF VALUE* INNOVATION THROUGH EXPERIMENTATION: AB TEST AND MINIMUM VIABLE PRODUCTS*… Show more * 5 DOMAINS OF DIGITAL TRANSFORMATION (customers - competition - data - innovation - value)* CUSTOMER NETWORKS AND THE NEW PATH TO PURCHASE* UNDERSTANDING DIGITAL CUSTOMER BEHAVIORS* PLATFORM BUSINESS MODELS* COOPETITION, DISINTERMEDIATION, AND ASYMMETRIC COMPETITORS* BUILDING DATA AS A STRATEGIC ASSET FOR YOUR BUSINESS* BIG DATA AT WORK: NEW DATA, NEW TOOLS, AND TEMPLATES OF VALUE* INNOVATION THROUGH EXPERIMENTATION: AB TEST AND MINIMUM VIABLE PRODUCTS* TRANSLATING THE LEAN STARTUP TO ENTERPRISE SCALE INNOVATION* ADAPTING YOUR VALUE PROPOSITION* MASTERING DISRUPTIVE BUSINESS MODELS* SURVIVING DISRUPTION: 6 INCUMBENT RESPONSES TO A DISRUPTIVE CHALLENGER* LEADERSHIP AND THE CUSTOMER VALUE IMPERATIVE FRAMEWORKS Show less

    • Harvard Business School Online

      2020 - 2020
      Negotiation Mastery

      The certificate program provides strategies for forging agreements, resolving disputes, and cultivating interpersonal skills essential to productive working relationships.Skills to close deals that might otherwise be deadlocked, maximize value in the agreements you reach, and resolve differences before they escalate into costly conflicts.

    • IMD Business School

      2021 - 2022
      Digital Excellence Diploma Digital Transformation

      Digital Excellence Diploma give you the skills, frameworks and tools to be a digital transformation expert and leader. I've design the following customized program by selecting these topics- Leading in the Digital Age- TransformTECH (IMD cooperation with EPFL)- Digital Execution- Marketing Strategy in the Digital Age- Business Analytics for Leaders

    • IMD Business School

      2021 - 2021
      Digital Execution

      - Building Execution capabilities- Driving organizational agility- Translating digital tools into business value- Separating buzzwords from reality

    • IMD Business School

      2021 - 2021
      Marketing Strategy in the Digital Age program Marketing

      - how digitalization transforms the marketing landscape- pathways for recreating customer value- outside-in marketing activities to gain customer insights- inside-out marketing activities to educate and engage customers- basics of customer centricity

    • IMD Business School

      2020 - 2020
      Complex Problem Solving ONLINE Programm

      concrete tools and methods to come up with viable strategic choices and get support you need from your stakeholdersCritical thinking capabilities and decision on which issues to focus on and when. The essential elements of effective problem-solving that you can apply to your particular scenario.

    • IMD Business School

      2021 - 2021
      Leading in the Digital Age Organizational Leadership

      - mindset-shifting- hyperawareness of the external environment- comfort with ambiguity- leading and motivating virtual teams- challenges and opportunities around diversity in the digital age- lead in an era of extreme uncertainty and speed-of-change.

    • IMD Business School

      2021 - 2021
      Business Analytics for Leaders Online Program

      strategic approach to Big Data & Business Analytics, this program is for Leaders & Managers looking to understand Analytics strategy.Learning outcomes- Learn how big data can give you and your company a strategic advantage- Discover the various sources of data, both within and outside your organization- Understand the different types of analytics and which is best suited to your needs- Investigate the different l- evels of data analytics maturity and where your… Show more strategic approach to Big Data & Business Analytics, this program is for Leaders & Managers looking to understand Analytics strategy.Learning outcomes- Learn how big data can give you and your company a strategic advantage- Discover the various sources of data, both within and outside your organization- Understand the different types of analytics and which is best suited to your needs- Investigate the different l- evels of data analytics maturity and where your organization stands Show less

    • IMD Business School

      2021 - 2021
      TransformTech program IT & Business

      Understand how to leverage AI, IoT and robotics for your business

    • Kalaidos Fachhochschule Schweiz

      2016 - 2017
      Diploma of Advanced Studies (DAS) Banking & Finance

      Marketing et distribution :➤ Rôle et fonction du marketing ➤ Les éléments du mix marketing ➤ Nouvelles technologies ➤ Marketing relationnel

    • AZEK - The Swiss Training Centre for Investment Professionals

      2007 - 2008
      Expert Diplomé en Finance et Investissement / Certified International Wealth Manager CIWM Wealth Management

      • Corporate Finance / Equity Valuation/ Analysis • Fixed Income Valuation and Analysis • Wealth Management• Financial Accounting and Financial Statement Analysis • Derivative Valuation and Analysis• Economics• Portfolio Management• Legal and Fiscal Issues• Real Estate

  • Experience

    • UBS

      Aug 1993 - now

      Through inclusive and supportive leadership, I coordinate a team of advisors to help clients achieve their Wealth’s Goal, by applying a holistic human centric approach, through common thinking, wealth structuring and advice:Client Experience :➤ understand the "why" and define the "right questions" of managing your wealth to align the recommended solutions with the identified & defined needs➤ Investments (Direct securities, Investment funds, Structured products, Management mandate, Sustainable investments)➤ Financing: Lombard & Mortgage loans (real estate for own use)➤ Wealth planning: Pension - retirement - succession➤ Discoveries and use of our digital solutionsTeam (6 advisors & 2 trainees):➤ Business & performance development: planning, prioritization, coordination, monitoring, and support of advisors➤ New team development (from scratch): recruitment, development and motivation of employees➤ Collaboration : Cross-segment & with other regions➤ Risk and customer satisfaction (complaints) management➤ Team’s mission : Coordination and prioritization➤ People : individual development, personal growth & up-skilling Show less 644 / 5000I help clients in achieving their wealth objectives, through a holistic approach centered on people, through reflection, structuring and advice: ➤ understanding the “why” and defining the “right questions” of managing your wealth to align the recommended solutions with the defined needs➤ Investments (Direct securities, Investment funds, Structured products, Management mandate, Sustainable investments) ➤ Mortgage loans (real estate assets for own use & return / Lombard) ➤ Provision (retirement and succession planning) ) ➤ Discovery and use of our digital solutions Show less

      • Team Head Wealth Management

        Nov 2021 - now
      • Wealth Management Digital Expert - Romandie

        Jan 2019 - Jun 2024
      • Wealth Management Client Advisor

        Feb 2008 - Nov 2021
      • Conseiller Clientèle Retail Banking

        Aug 2000 - Jan 2008
      • Collaborateur backoffice retail

        May 1997 - Jul 2000
      • Collaborateur

        Aug 1996 - Apr 1997
      • Apprenti

        Aug 1993 - Jul 1996
    • Sonic Computer Systems (snc)

      Jun 1996 - Jan 2003
      Associé co-fondateur

      Assemblage d’ordinateursVente de matériel informatique

    • Swiss Finance + Technology Association (SFTA)

      Sept 2017 - now

      Board Member in charge of- Digital Marketing- Digital & Hybrid Events - Head for the french speaking part of Switzerland (Volunteer)- Develop Member's networking- Event’s organisation - Launch of the Lausanne's Chapter (Volunteer)- Developing our Member's network- Event organisation

      • Member Board Of Directors

        Jan 2022 - now
      • Head Western Chapter (Romandie)

        Jul 2019 - now
      • Head Lausanne Chapter

        Sept 2017 - Jun 2019
  • Licenses & Certifications

    • CFC Employé de commerce

      Confédération Suisse
      Aug 1996
    • Private Equity and Venture Capital

      Coursera Course Certificates
      May 2019
      View certificate certificate
    • Business English Certificate Higher

      Cambridge Assessment English
      Jan 2011
    • Agile Project Management for Business Managers

      Udemy
      Mar 2020
      View certificate certificate
    • Créer un environnement de travail positif et sain

      LinkedIn
      Jan 2019
      View certificate certificate
    • La transformation digitale : Impact sur les processus d'apprentissage

      LinkedIn
      Feb 2020
      View certificate certificate
    • Zertifikat Deutsch für Den Beruf

      Goethe-Institut e.V.
      Aug 2000
    • First Certificate in english (Grade C)

      Cambridge Assessment English
      Dec 1999
    • Zentrale Mittelstufenprüfung

      Goethe-Institut e.V.
      Jul 1999
    • Certified Wealth Management Advisor CWMA

      SAQ Swiss Association for Quality
      May 2023
    • Certified Wealth Management Advisor CWMA

      SAQ Swiss Association for Quality
      Jun 2020
    • Certified Wealth Management Advisor CWMA

      SAQ Swiss Association for Quality
      Oct 2017
  • Volunteer Experience

    • Member

      Issued by Crypto Valley Association
      Crypto Valley AssociationAssociated with Gabriel Lamon
    • Member

      Issued by Geneva Macro Labs on Jan 2020
      Geneva Macro LabsAssociated with Gabriel Lamon