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IMpower Incorporating FundForum
24 - 26 June 2024
The Grimaldi ForumMonte Carlo, Monaco

Paul Whelan
Director, Wealth Management at Mirabaud
Speaker

Profile

Paul is a Senior Private Banker at Mirabaud, a family-owned private bank headquartered in Geneva. Prior to joining Mirabaud, Paul held senior positions at the private banking divisions of Credit Suisse, Barclays, Deutsche Bank, and Berenberg.

He specialises in advising international ultra-high-net-worth (UHNW) clients and their families on all aspects of their financial affairs, delivering bespoke solutions for complex financial needs. Paul possesses extensive experience across a broad spectrum of investments, encompassing public and private markets as well as alternative assets.

He is a sought-after expert commentator on key industry topics in wealth management publications, extending his reach beyond the bespoke counsel he provides to a network of trusted organisations and advisors.

Agenda Sessions

  • Staying relevant with wealth management 3.0: what does it mean in practice to change the dial?

    12:30