Stefan Feigeles
Wimbledon,London
Summary
Trilingual Financial Adviser with a strong track record in providing bespoke wealth management solutions to high-net-worth and mass affluent clients, as well as business owners. Recognised for building enduring client relationships, driving portfolio growth, and aligning strategies with long-term objectives. Brings an entrepreneurial mindset and sharp analytical expertise to deliver value-led, client-focused advice. Currently pursuing the CFP designation, with plans to undertake the CFA to further elevate expertise in investment and asset management.
Overview
12
12
years of professional experience
1
1
Certification
Work history
Managing Director (Self-Employed)
Altharena Advisory ltd
London, United Kingdom
2024.05 - 2025.07
- Developed strategic planning for high-net-worth individuals with focus on cross-jurisdictional relocations and long-term wealth preservation.
- Established global network of cross-border introducers to increase access to expatriate markets targeted by company's services.
- Captured new market opportunities by developing a unified SaaS platform that leverages cloud computing, APIs, and AI solutions to enhance outcomes for clients and stakeholders.
Strategic Partnerships Manager
Redpin Group
London, United Kingdom
2023.02 - 2024.04
- Built high-performing network of business introducers from ground up and provided actionable insights through performance reporting.
- Exceeded £30K monthly revenue targets through strategic commercial plans aligned to budget and overall business objectives.
- Led go-to-market strategy for enterprise white-label and API solutions, driving high-quality lead generation and accelerating customer adoption to boost revenue growth.
Private Banker Associate
Societe Generale Group
London, United Kingdom
2022.01 - 2022.06
- Managed relationships with ultra-high-net-worth individuals (UHNWIs), through wealth management and private banking environments.
- Supported due diligence processes, risk profiling, KYC reviews, and client documentation ensuring smooth client onboarding.
- Efficiently coordinated daily banking operations to ensure excellent service standards and full compliance with FCA regulations.
Commercial Banking Manager
BPCE Group
Paris, France
2020.02 - 2020.12
- Directed portfolio of 100+ SME clients across three business units, reaching annual financing targets within first quarter by building strong relationships with company directors.
- Designed bespoke business planning solutions through suitability reporting, aligned with company growth and funding requirements.
- Conducted in-depth financial statement analysis alongside credit assessments and compliance checks to monitor risk, ensuring full adherence to KYC and AML standards.
Business Banking Manager
BPCE Group
Paris, France
2018.12 - 2020.01
- Expanded SME portfolio of of 150+ SME clients, driving 15–20% annual revenue growth through proactive client development and retention strategies.
- Delivered tailored wealth management and business planning solutions for company owners, supporting informed decision-making through suitability reporting and financial statement analysis.
- Generated new business and strengthened bank’s reputation through client relationship management and ensuring strict compliance with KYC and AML regulations.
Wealth Manager
BPCE Group
Paris, France
2015.03 - 2018.11
- Supervised and grew portfolio of hundreds of mass affluent and high-net-worth households by delivering personalised wealth management services tailored to their unique financial goals.
- Attained 30% uplift in client acquisition and increase assets under management from £45M to £75M, building trust and demonstrating reliability through relationships with clients and key stakeholders.
- Provided financial planning services encompassing investment strategies, risk management, lending, retirement, tax, and legacy planning, all tailored to clients’ risk profiles and long-term objectives.
- Produced client suitability reports in line with MiFID II regulations, ensuring full compliance with KYC and AML requirements while safeguarding client interests.
Financial Advisor
BPCE Group
Paris, France
2013.12 - 2015.02
- Facilitated investment, insurance, consumer credit, and mortgage solutions to meet financial needs of mass affluent clients.
- Achieved 120% year-over-year growth as top financial advisor by surpassing sales targets through strategic upselling and implementing multi-channel marketing campaigns.
- Enhanced business unit performance by leveraging client satisfaction feedback and driving increased client referrals.
Education
Certified Financial Planner (CFP) -
Chartered Institute For Securities & Investment (CISI)
2001.04 -
Certificate in Corporate Finance -
Chartered Institute For Securities & Investment (CISI)
2001.04 - 2025.07
Diploma in Advanced Mortgage Advice (CeMAP) -
Walbrook Institute London
2001.04 - 2025.03
Certificate in Protection (CertPro) -
Walbrook Institute London
2001.04 - 2024.07
Certificate in Investment Management (CIM) -
Chartered Institute For Securities & Investment (CISI)
2001.04 - 2023.04
Investment Advice Diploma (IAD) -
Chartered Institute For Securities & Investment (CISI)
2001.04 - 2023.03
Regulated Advice Certificate -
Autorité Des Marchés Financiers (AMF)
2001.04 - 2015.09
Skills
Hard
- Portfolio Value Enhancement
- Regulated Financial Advice
- Client Acquisition & Retention
- Revenue Performance Monitoring
- Financial & Risk Analysis
- Office Tools & Data insights
Soft
- Relationship Building
- High-Standard Execution
- Persuasive & Clear Communication
- Adaptability & Initiative
- Team-Oriented Collaboration
- Innovative & Critical Thinking
Languages
French
Native
English
Fluent
Polish
Advanced
Affiliations
- Passion for Financial Learning
- Travel & Cultural Enthusiast
- Tennis Player
- Golf (Occasional Player)
Certification
MSc Banking and Business Management, 09/2011
ICD Business School – Paris, France
Timeline
Managing Director (Self-Employed)
Altharena Advisory ltd
2024.05 - 2025.07
Strategic Partnerships Manager
Redpin Group
2023.02 - 2024.04
Private Banker Associate
Societe Generale Group
2022.01 - 2022.06
Commercial Banking Manager
BPCE Group
2020.02 - 2020.12
Business Banking Manager
BPCE Group
2018.12 - 2020.01
Wealth Manager
BPCE Group
2015.03 - 2018.11
Financial Advisor
BPCE Group
2013.12 - 2015.02
Certified Financial Planner (CFP) -
Chartered Institute For Securities & Investment (CISI)
2001.04 -
Certificate in Corporate Finance -
Chartered Institute For Securities & Investment (CISI)
2001.04 - 2025.07
Diploma in Advanced Mortgage Advice (CeMAP) -
Walbrook Institute London
2001.04 - 2025.03
Certificate in Protection (CertPro) -
Walbrook Institute London
2001.04 - 2024.07
Certificate in Investment Management (CIM) -
Chartered Institute For Securities & Investment (CISI)
2001.04 - 2023.04
Investment Advice Diploma (IAD) -
Chartered Institute For Securities & Investment (CISI)
2001.04 - 2023.03
Regulated Advice Certificate -
Autorité Des Marchés Financiers (AMF)
2001.04 - 2015.09