Oscar Bartolomei helps families manage assets and set up investments for future generations

Oscar Bartolomei has developed most of his career as an international Private Banker in Geneva. Fluent on French, English, Spanish and Italian, he worked for leading banks as Credit Suisse, ABN Amro and Lloyds Private Banking where he was responsible for the Latin America desk. With this experience , Oscar quickly became convinced that only the Family Office type structures were able to offer a service to both global and tailored to an upscale clientele. Specializing in the creation and development of such structures, Oscar opened its first Family Office in Geneva in 2007. He is now responsible for the development of a Family Office in Geneva (“CNNMoney Switzerland Family Office”, https://www.cnnmoney.ch/shows/big-picture/videos/family-office-buzzword-open-abuse).
Oscar is also a Financial chronicler for Swiss financial magazines as Bilan, Market and Le Temps.

He was recently nominated as SAQ (Swiss Association for Quality) Assesor for the Client Advisor Certifications.

Oscar Bartolomei
Oscar Bartolomei Finance