Freelancer profile translated to English.
Back to original languageAbout Ilaria
💼 I am Ilaria, an expert in strategic & conscious finance.
I help structure finances and transform the relationship with money, to create more clarity, stability, and alignment.
🎓 Business Economist, I spent over 6 years in Swiss banking, where I:
• assisted wealthy clients in managing their assets
• validated multi-million dollar transactions
• built tailor-made financial strategies
• managed complex portfolios
👉 This experience gave me strong analytical rigor and a strategic vision of finance.
But I also noticed a major limitation:
➡️ an approach focused solely on numbers, often disconnected from people.
In 2023, the collapse of a major Swiss bank marked a decisive turning point.
🔍 A realization:
What if financial performance depended not only on strategies… but also on our relationship with money?
🎯 Today, with Finance Alternative, I support:
• Entrepreneurs & freelancers in managing their finances with clarity and coherence
• SMEs in their financial management and growth strategies
• Individuals in transforming their relationship with money for greater serenity
💡 My approach:
Combining strategic finance and emotional intelligence
→ Clarify
→ Structure
→ Align
To make money a true lever for stability and development.
✨ Would you like to regain control of your finances with an approach that is both rigorous and human?
📩 Write to me — let's chat.
French
Native or bilingual
Italian
Native or bilingual
English
Conversational
Can work on-site
Lausanne (up to 50km), Dijon (up to 50km), Besançon (up to 50km)
Experience
- IB Finance AlternativeStrategic & Conscious FinanceJanuary 2025 - Today (1 year and 5 months)I help structure your finances and transform your relationship with money | Expert in traditional & behavioral finance
- Droguerie, Herboristerie LausanneBusiness Valuation & Management MandateJanuary 2025 - October 2025 (9 months)Lausanne, Switzerland› Business Valuation and Management (market analysis, financial valuation, goodwill) › Strategic identification of performance levers › Participation in restructuring and operational optimization › Digitalization and e-commerce development › Contribution to growth and profitability improvement
- RaiffeisenWealth ManagementJanuary 2023 - January 2024 (1 year)› Management and development of a portfolio of 600 clients › Global wealth management (investments, financing, taxation, estate planning) › Generation of CHF 10 million in NNA in 7 months › Optimization of portfolio profitability (+0.3 points) › Definition of personalized, high-value-added financial strategies
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Education
- Specialist in the Relationship with Money2025Spécialiste de la relation à l'argent
- Certification Wealth Management Advisor (CWMA)2022Certification Wealth Management Advisor (CWMA)