Carlos is a private banker with more than 40 years of operating experience in Swiss wealth management and global financial markets.
He served as Vice-Chairman of the Board of Directors of Banque Heritage, the bank he founded, from 2018 until he recently retired in April 2023. He founded Heritage Finance & Trust Co, the predecessor firm to the bank, in 1986 and was its Managing Partner until it received a banking license. He then became CEO of Banque Heritage in 2003 until 2018. He started his career in finance as Arthur Andersen in London and Geneva as an auditor and financial consultant for the banking and financial institutional client base in Geneva followed by a period at Banque Morgan Grenfell in London and Geneva. Carlos is a Swiss, Spanish and US citizen and holds a Master’s degree from the Ecole des Hautes Etudes Commerciales, Université de Lausanne.