Paris, June 24, 2024
Banque Richelieu France is continuing its growth strategy with the appointment of a new Private Banker to its Lyon office, where the bank has maintained a presence for more than 20 years.
Patrick Belloni joins the Lyon private banking team, which now comprises eight professionals, including four Private Bankers. He brings extensive expertise, particularly in wealth advisory and supporting business leaders with their wealth management needs.
Over the course of 30 years, Patrick held various positions at Crédit Agricole Centre Est, beginning his career as a Client Relationship Manager (1994–2003), before becoming a Wealth Management Advisor (2003–2007). In 2007, he joined Banque Privée Crédit Agricole Centre Est as a Wealth Management Advisor.
From 2011 onwards, he specialized in wealth engineering and developed particular expertise in advising business owners and corporate executives on their wealth management strategies. He served as Wealth Engineer (2011–2021), followed by Private Banker (2021–2023).
Patrick holds a CESB Expert in Wealth Management qualification from École Supérieure de la Banque and a Master II in Wealth Engineering for Business Owners from AUREP.
“We are delighted to welcome Patrick to our team. His extensive experience serving high-net-worth clients and his in-depth expertise in advising business leaders will be valuable assets in supporting our continued development in the Rhône-Alpes region,” said Sylvain Fondeur, Chairman of the Executive Board.
More info : banquerichelieu.com
