Stefan Feigeles
Wimbledon,
Summary
Performance-driven financial services professional with 10+ years experience enhancing client portfolios and simplifying complex financial solutions into clear, actionable strategies. Proactive with a can-do approach and a strong track record of building relationships and identifying opportunities that create value for clients and stakeholders.
Overview
12
12
years of professional experience
2012
2012
years of post-secondary education
1
1
Certification
Work history
Managing Director
Altharena Advisory
London, United Kingdom
05.2024 - 11.2025
- Launched digital consulting firm providing cross-jurisdictional services to HNW and UHNW clients.
- Built and managed network of 30+ international partners promoting company services to global citizens and investors.
- Designed bespoke cross-border strategies for 55+ clients, with focus on tax mitigation and long-term wealth preservation.
Strategic Partnerships Manager
Redpin Group
London, United Kingdom
02.2023 - 04.2024
- Established global network of 25+ business introducers from ground up, generating over 45+ HNW/UHNW leads per month.
- Outperformed revenue goals, delivering £30K in monthly revenue and projected to achieve £50K, exceeding Y+1 forecasts.
- Developed pipeline of corporate clients for API solutions and led negotiations with top French wealth management firm on £500K–£1M annual recurring revenue deal.
Private Banker Associate
SG Group - Banque Société Générale
London, United Kingdom
01.2022 - 06.2022
- First point of contact for UHNW segment, resolving issues, updating clients, and maintaining highest standards of service.
- Managed multiple tasks, including 5–10 monthly suitability reports and 30+ daily banking operations, covering FX and transfer queries.
- Carried out due diligence, risk assessments, and KYC checks to ensure smooth client onboarding and compliance with FCA requirements.
Commercial Banking Manager
BPCE Group - Banque Populaire Caisse d’Epargne
Paris, France
02.2020 - 12.2020
- Directed portfolio of 100+ SME clients across three branches, meeting 100% of annual financing targets within first quarter.
- Structured 50+ bespoke business planning delivering tailored banking solutions to support client growth, funding, and liquidity management.
- Analysed and assessed client strategies through financial statements and supporting documentation to facilitate financing, strengthen risk management, and support corporate finance transactions.
Business Banking Manager
BPCE Group - Banque Populaire Caisse d’Epargne
Paris, France
12.2018 - 01.2020
- Managed portfolio of 150+ SME clients, generating 15–20% net banking income through strategic regional business development.
- Provided tailored wealth and business planning solutions for company owners, leveraging financial analysis to guide strategic decisions.
- Prepared 100+ credit assessments and suitability reports, ensuring portfolio quality and regulatory compliance.
Wealth Manager
BPCE Group - Banque Populaire Caisse d’Epargne
Paris, France
03.2015 - 11.2018
- Advised 300+ HNW and affluent families, with customised financial strategies, contributing to 30% growth in client acquisition.
- Increased assets under management from £45M to £75M by building trusted client relationships and strategic stakeholder partnerships.
- Implemented wealth solutions aligning financial and investment objectives with tax and legal frameworks to meet client needs.
- Produced hundreds of MIFID II-compliant suitability reports and credit proposals, ensuring strict KYC and AML compliance.
Financial Adviser
BPCE Group - Banque Populaire Caisse d’Epargne
Paris, France
12.2013 - 02.2015
- Enhanced branch performance through client initiatives and biannual networking events, improving NPS and client advocacy.
- Achieved 120% YoY targets as top-ranked financial advisor by leveraging cross-selling, and multi-channel engagement strategies.
- Supported branch from 32nd to top-three regional ranking through sales growth, client acquisition, retention and service excellence.
Education
Master of Science - Business Management
ICD Business School
Paris, FranceSkills
Technical Expertise:
- Trusted Relationship Management
- Client Acquisition & Growth
- Wealth & Financial Planning
- Investment & Portfolio Strategy
- Market & Financial Analysis
- Risk & Compliance Oversight
Core Competencies:
- Strategic Thinking & Detail-Oriented
- Client-First Mindset
- Analytical Decision-Making
- Executive-Level Communication
- Cross-Cultural Collaboration
- Agile, Resourceful & Resilient
Languages
English
Fluent
French
Native
Polish
Fluent
Affiliations
- Financial Markets
- Global travel
- Tennis
- Golf
Certification
Chartered Financial Analyst (CFA) - Level I (scheduled for 2026)
Certificate in Corporate Finance - Awarded June 2025
Diploma in Advanced Mortgage Advice (CeMAP) - Awarded March 2025
Certificate in Protection (CertPro) - Awarded July 2024
Certificate in Investment Management (CIM) - Awarded April 2023
Investment Advice Diploma (IAD) "Derivatives" - Awarded March 2023
Financial Markets Certification (AMF) - Awarded September 2015
Timeline
Managing Director
Altharena Advisory
05.2024 - 11.2025
Strategic Partnerships Manager
Redpin Group
02.2023 - 04.2024
Private Banker Associate
SG Group - Banque Société Générale
01.2022 - 06.2022
Commercial Banking Manager
BPCE Group - Banque Populaire Caisse d’Epargne
02.2020 - 12.2020
Business Banking Manager
BPCE Group - Banque Populaire Caisse d’Epargne
12.2018 - 01.2020
Wealth Manager
BPCE Group - Banque Populaire Caisse d’Epargne
03.2015 - 11.2018
Financial Adviser
BPCE Group - Banque Populaire Caisse d’Epargne
12.2013 - 02.2015
Master of Science - Business Management
ICD Business School