Francois E. Auberts consulting and training expertise comes from over 25 years dealing with both individual clients, families and companies in Europe, Middle East (including the Persian Gulf), Africa, Americas and Asia combined with a solid educational background.
After having spent the first years of his career in International Finance (and created his own consulting firm), Francois joined Credit Suisse where he was successively responsible for short-term investments, bond trading and equity sales. He then worked for Elvia Vie, a leading life insurance company (where he was trained to life insurance products), before joining Arab Bank as the assistant to the Geneva branch manager. Having acquired the fundamentals of Private Banking and completed his Certified Financial Analyst education, he was promoted to Relationship Manager, in charge of the Near-East Private Banking clients. In 1998, Bank Leu, Geneva, hired Francois to set-up a Near-East department. The break-even point was reached after one year. He then joined BNP Paribas as Director in 2000, a bank strongly committed to the Middle East. He was able to expand the banks customer base in a complex global and regional political environment.
2002 marked the beginning of Francois' new business life. While continuing to serve private clients and families as an independent wealth planner, he became again a management consultant to multinational companies for their Middle Eastern affairs as well as to banks, wealth management firms and other companies for projects involving notably debt restructuring, commodities and tourism (tour operating and car rental).
Training assignments began about 20 years ago and became more important after 2002. Today Francois is a seasoned certified trainer active in over 35 countries (almost 1000 days delivered). He is a lecturer at Trinity College Dublin in charge of the Master in Finance core course Credit and Fixed Income Investments and at Geneva University on Project Management. His fields of intervention cover furthermore Finance, Investments (all asset classes, including CFA and CAIA preparation courses), Banking and Wealth Planning as well as soft skills such as Leadership, Team Building and Management, Client Relationship Management, Negotiation and Selling Skills.
Francois also regularly speaks in front of various audiences and on television. He is as well a CFA Institute Approved Speaker.
Francois is a long time volunteer for the CFA Institute, the CAIA Association and several other organisations. He was for six years a Board member of the Swiss CFA Society and served on various CFA Institute committees such as the Professional Development Committee. He is currently a CAIA Switzerland chapter executive.
He holds an MBA from the Heriot-Watt University in Edinburgh and is a Certified Financial Analyst and Portfolio Manager (AZEK and EFFAS), CAIA charter-holder, TEP (Registered Trust and Estate Practitioner), Certified Trainer (Swiss Federal Certificate), Certified Business Coach, NLP and Belbin Certified Practitioner. This is completed by various certificates notably in Islamic Finance (CISI), Project Management and Life Insurances.
Francois is Swiss and works in both English and French. He is ready, upon request, to travel around the world.