Ben Lanning, CFA, is a seasoned financial professional currently serving as a Business Manager at EFG International since October 2023. Prior experience includes over a decade at Julius Baer, where Ben excelled in various business management roles focusing on wealth management, process improvement, and product development. Notable achievements include successfully revamping client suitability and AML review processes, launching multiple funds that significantly enhanced revenue and reduced costs, and fostering strong client relationships that led to substantial loan book growth. Ben's previous roles span several reputable institutions, including Bank of America Merrill Lynch and Deutsche Bank, underpinned by comprehensive educational credentials in finance and data analysis.
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