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Margarita Vogiatzi — Head of Private Clients, Geneva; Managing Director · Bergos · Geneva, Geneva, Switzerland.
Direct contact
No direct contact on file for Margarita yet.
About
Margarita Vogiatzi is Head of Private Clients in Geneva and a Managing Director at Bergos, and reports board service at Bergos Crossroad. Her work is in wealth management. Her reported education includes an Executive MBA and a Chartered FSCI entry at the Chartered Institute for Securities & Investment.
Experience
Board MemberCurrent
Bergos Crossroad · Switzerland
Apr 2025 – Present
Head Private Clients GenevaCurrent
Managing Director at Bergos AG · Geneva Area, Switzerland
May 2016 – Present
Education
- The Chartered Institute for Securities & Investment (The CISI) — Chartered FSCI, Private Client Investment Advice & Management · 2015 – 2016
- International Hellenic University — Executive MBA · 2008 – 2010
Skills
Private BankingBankingInvestmentsRetail BankingWealth ManagementFinancePortfolio ManagementCreditDerivativesFixed IncomeCapital MarketsFinancial MarketsFinancial RiskInvestment Banking