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Transatlantic Wealth & Estate Planning: New York
November 2024
New York City

Nicolas Caron
Head Business Development and Managing Director at Vontobel Swiss Financial Advisors


Nicolas Caron joined Vontobel Swiss Financial Advisors on August 2nd, 2021 as Head Business Development and Managing Director. He had previously been Senior Relationship Manager at Pictet North America Advisors since February 2011 and with Bank Pictet & Co since 2006. Prior to his career in private banking, he held various financial positions at Baring Securities in London, Time Inc. Ventures in New York and Los Angeles and TG SA in Paris and London.

He graduated with an MBA from the Wharton Business School and an MA International Studies from the University of Pennsylvania/Lauder Institute. He received a BA in English and Economics from Georgetown University.

Agenda Sessions

  • Chairs' Welcome Address

  • Investment suitability for US persons in Europe

  • Chairs' Closing Remarks & Close of Conference