Lasse Bargmann

Background

About Lasse Bargmann

Mastermind of strong client experience within Wealth Management | Private Banking | Alternative Investments I develop, manage and run advanced Wealth Management / Private Banking solutions through dedicated competent teams, and I continuously strive for operational excellence by optimizing organizations and value chains with the aim of harvesting tangible positive client experiences. I build and operate long-lasting brands that generate high earnings contribution whilst adding value for customers. I am driven by the interaction between the financial engine room and the customer journey, and this is expressed in both my human and professional management approach. I take the lead as an inspirer, and I delegate, challenge and reap high satisfaction surveys from both employees, partners and customers. My knowledge is deep within the sub groups of asset / liability building blocks as well as portfolio optimization and product solutions in practice with an infectious enthusiasm for the subject. I am motivated by a "boutique philosophy" based on clear KPI’s and by ambitions to further develop strategic customer concepts through dedicated and highly skilled people resources. My experience with the customer in focus ranges from traditional banking consultancy, project management and asset management to development of both advanced advisory and discretionary concepts rounded off with responsibility for general value-added services for niche segments. Key achievements- Alternative Equity Partners/Alternativ Invest: FAIF management + multi asset AIF setup - Medical Doctors' Bank: All time high P&L 2016-18 + ESI + CSI + last 4 years; ”Best in Test” - Nordea WM | Full scale Nordic/Lux. discretionary concept (PM) Brand: PBPM/PBP - Nordea WM | Uniform Nordic/Lux. advisory concept (asset allocation) Brand: SIA/GAAS