Charlotte Riche

As an experienced financial advisor with over 8 years of expertise in developing and managing customer portfolios, my area of specialization is wealth management. I have a particular focus on working with high-net-worth expats, assisting them in effectively managing and growing their wealth.

Over the past eight years, I have been responsible for managing $75 million in financial assets for a portfolio of 150 clients. Through my ability to cultivate strong relationships with clients and deliver tailored investment strategies, I have consistently achieved strong returns and helped my clients achieve their financial goals. My expertise in real estate investments, asset management, private equity, and portfolio management has allowed me to deliver comprehensive investment solutions that maximize returns for clients.

As an international financial advisor, I have developed an exceptional ability to navigate the nuances of different markets and regulatory frameworks, which has been critical to my success in serving clients across the globe. In addition, I have honed my skills in budget management, key performance indicator monitoring, and report presentation, which has allowed me to effectively manage and optimize performance across my portfolio.

As a seasoned wealth manager with extensive experience in financial advisory, I hold a Master's degree in Wealth Management and Financial Consulting from a prestigious business school in Paris. My academic journey was enriched with multiple internships in the field of finance and real estate, which equipped me with a comprehensive understanding of various domains such as taxation, real estate, financial markets, stock market investments, regulations, and asset management.