
Gabriel Lamon

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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 - 2006Conseiller Financier avec Brevet Fédéral Planification de projets et de retraiteLes 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 - 2019Innovation 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 - 2018Master of Advanced Studies (MAS) HES Banking & FinanceMa 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 - 2019Digital 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 - 2020Negotiation MasteryThe 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 - 2022Digital Excellence Diploma Digital TransformationDigital 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 - 2021Digital Execution- Building Execution capabilities- Driving organizational agility- Translating digital tools into business value- Separating buzzwords from reality

IMD Business School
2021 - 2021Marketing 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 - 2020Complex Problem Solving ONLINE Programmconcrete 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 - 2021Leading 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 - 2021Business Analytics for Leaders Online Programstrategic 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 - 2021TransformTech program IT & BusinessUnderstand how to leverage AI, IoT and robotics for your business

Kalaidos Fachhochschule Schweiz
2016 - 2017Diploma of Advanced Studies (DAS) Banking & FinanceMarketing 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 - 2008Expert 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 - nowThrough 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 - nowWealth Management Digital Expert - Romandie
Jan 2019 - Jun 2024Wealth Management Client Advisor
Feb 2008 - Nov 2021Conseiller Clientèle Retail Banking
Aug 2000 - Jan 2008Collaborateur backoffice retail
May 1997 - Jul 2000Collaborateur
Aug 1996 - Apr 1997Apprenti
Aug 1993 - Jul 1996

Sonic Computer Systems (snc)
Jun 1996 - Jan 2003Associé co-fondateurAssemblage d’ordinateursVente de matériel informatique
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Swiss Finance + Technology Association (SFTA)
Sept 2017 - nowBoard 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 - nowHead Western Chapter (Romandie)
Jul 2019 - nowHead Lausanne Chapter
Sept 2017 - Jun 2019
Licenses & Certifications

CFC Employé de commerce
Confédération SuisseAug 1996- View certificate

Private Equity and Venture Capital
Coursera Course CertificatesMay 2019 
Business English Certificate Higher
Cambridge Assessment EnglishJan 2011- View certificate

Agile Project Management for Business Managers
UdemyMar 2020 - View certificate

Créer un environnement de travail positif et sain
LinkedInJan 2019 - View certificate

La transformation digitale : Impact sur les processus d'apprentissage
LinkedInFeb 2020 
Zertifikat Deutsch für Den Beruf
Goethe-Institut e.V.Aug 2000
First Certificate in english (Grade C)
Cambridge Assessment EnglishDec 1999
Zentrale Mittelstufenprüfung
Goethe-Institut e.V.Jul 1999
Certified Wealth Management Advisor CWMA
SAQ Swiss Association for QualityMay 2023
Certified Wealth Management Advisor CWMA
SAQ Swiss Association for QualityJun 2020
Certified Wealth Management Advisor CWMA
SAQ Swiss Association for QualityOct 2017
Volunteer Experience
Member
Issued by Crypto Valley Association
Associated with Gabriel LamonMember
Issued by Geneva Macro Labs on Jan 2020
Associated with Gabriel Lamon
Languages
- alAllemand
- anAnglais
- frFrançais
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