Mirabaud Group
Lucila Guelfi, CWMA, has extensive experience in relationship management within the financial services sector, currently serving as a Relationship Manager at Mirabaud Group since November 2018. Prior roles include Relationship Manager at Julius Baer from June 2016 to October 2018, and Client Associate at Merrill Lynch between March 2011 and April 2013. Early in their career, Lucila worked at BDO Uruguay as SAS and as a Coordinator at Fund Advisers Wealth Management. Lucila holds the Claritas designation from the CFA Institute and an Accounting degree from Universidad de Montevideo, alongside a Bachelor of Economics from The British Schools.
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Mirabaud Group
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Mirabaud is an international banking and financial group that provides a clientele of private and institutional investors, companies and finance professionals with highly customised investment advice, private banking and asset management services. Based in Geneva Mirabaud has developed steadily over the years and now has some 700 employees who, through their experience and expertise, perpetuate the corporate spirit that has reigned over the bank since its foundation in 1819. The Group now conducts its Wealth Management and Asset Management businesses in the main financial centres around the globe and has offices in Switzerland (Geneva, Zurich and Basel) and the rest of Europe (London, Luxembourg, Paris, Madrid, Barcelona, Valencia, Seville and Milan), as well as Montréal, Dubai, Abu Dhabi, Montevideo and São Paulo.