Joëlle de CerjatSenior Wealth Planner at Lombard OdierSpeaker
Profile
Joëlle de Cerjat is a senior wealth planner at Lombard Odier Group.
She has specialised in advising private clients on wealth and estate planning for the Middle Eastern markets for over 15 years.
Having joined the Lombard Odier Group in May 2020, Joëlle previously worked as a wealth planner at Union Bancaire Privée (UBP SA), ABN AMRO (Suisse) SA and UBS AG.
Before devoting herself to wealth planning for private clients, she practised as a lawyer at the Geneva Bar for eight years.
Joëlle regularly gives training courses to executives and students, and publishes articles on subjects such as succession planning in the Middle East or empowering women in the Middle East to take control of their wealth and legacy.
She is a Swiss attorney-at-law (Geneva bar non-practising) and holds a Master's degree in law from the University of Geneva, Switzerland.
Agenda Sessions
Minimising and Resolving Conflict within Business Families
, 13:50View Session