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20 - 21 October 2021
The Grimaldi ForumMonaco

Veronique Morel
Senior Wealth Manager at Raymond James Wealth Management

Profile

Veronique Morel is a Fellow of the CISI institute and a Chartered Wealth Manager and branch principal at Raymond James. Previously, she was a vice president and European team leader at Merrill Lynch. She has over 20 years’ experience in the financial industry. Veronique was finalist wealth manager of the year 2020 and nominated as Professional Adviser award 2021. She is on the judging panel for Sustainable and ESG investments awards as well as a judge for Women in investment award for investment week after being shortlisted for Wealth Manager of the year 2020. She is also a finalist for Professional Adviser for Investment manager of the year – UK and London and Women of the year – ESG. Veronique has been appointed to the investment committee of the RCDOW and Holy Apostles church as the first woman to manage the charities assets. She manages assets for international clients in the UK and US platforms.

Agenda Sessions

  • Private banks and the new portfolio – the rise of thematics, alternatives and other super trends. How CIOs are telling a distinctive new story

    12:10