Sara M.

Sara M. is a seasoned finance professional with extensive experience in wealth management and client relations. Currently serving as a Partner at Edwards Wealth Management AG since March 2024, Sara previously held key roles including Executive Director and Portfolio Manager at Octogone Gestion Sàrl from September 2022 to March 2024, and was a Vice President and Relationship Manager at Credit Suisse from March 2017 to September 2022, specializing in UK High Net Worth clients. Earlier experiences include serving as an Assistant Relationship Manager at Credit Suisse, managing a substantial client portfolio, and acting as a liaison between multiple internal teams to ensure effective account management. Sara's career began as an Analyst at Deloitte, focusing on data analysis and customer resolution. Sara holds a Bachelor of Science degree in Mathematics with Economics from the University of Southampton.