Newsletter 9 - September 2024

Welcome to the September newsletter with a special big announcement! 

 

 

 

PWFO Associate Business Development

 

It is with pleasure that we are announcing that Ms Charissa Mubita Hudzik will be collaborating with PWFO as Associate Business Development for Emerging Markets. Charissa brings a wealth of experience and a proven track record in business support, sales, and financial management, making her an invaluable addition to our team.

 

A Journey of Excellence: Charissa’s career is marked by her dedication to client satisfaction and value-adding team collaboration. With advanced skills in administration, sales, communication, and office technology, she has consistently delivered above-standard services.

A Multifaceted Professional: Charissa’s background is both impressive and diverse. She has provided bespoke business support to multiple clients, including London-based Family Office of Real Estate Investors, Business Research Networks, and NGOs.

Academic Achievements: Charissa’s commitment to education is evident in her qualifications. She holds a Diplôme de Comptabilité spécialisé from Institut de Formation Permanente (IFP) Switzerland, a DALF Diplôme approfondi de langue française (Advanced level) from CIEP France, and a Bachelor of Arts in Politics, Philosophy, Economics & Law (PPEL) from the University of Richmond, USA.

A Renowned Thought Leader: Charissa’s contributions to the field have not gone unnoticed. Her strengths in empathy, attention to detail, writing, analysis, and communication have made her a trusted advisor and a motivational force in financial management.

Welcome Aboard, Charissa! Please join us in extending a warm welcome to Charissa Mubita Hudzik. Her insights, leadership, and unwavering commitment to excellence will undoubtedly drive us toward new heights. We look forward to a successful journey together as we continue to unlock global horizons and empower our clients through our Wealth Care Empowerment Programs.

Welcome to the team, Charissa!

PWFO’s mission is to bring Swiss-certified fiduciary professionalism to families globally by empowering professional firms.
One of the benefits PWFO provides to members is assembling Thought Leaders with expertise in a specific domain of financial services.
They publish articles to offer PWFO members guidance and insight in their field of expertise.

 

 

 

PWFO Webinar Series 


PWFO held the second part of the 5-Part Mini-Series by Dan Dobry and Ayoob Rawat titled “A Career in Financial Services.”

For those interested, the recording of the conference can be viewed by clicking here. If you would like a copy of the presentation, send us an email at [email protected] and we will gladly send you one. 

 

 

 

PWFO Webinar Series 


PWFO held the second part of the 5-Part Mini-Series by Dan Dobry and Ayoob Rawat titled “A Career in Financial Services.”

For those interested, the recording of the conference can be viewed by clicking here. If you would like a copy of the presentation, send us an email at [email protected] and we will gladly send you one. 


 

  

PWFO is a members-benefit, designation-granting Association for Finance Professionals serving Families and Private Clients. One of the benefits it provides to members is assembling Thought Leaders with expertise in a specific domain of financial services. They publish articles to offer PWFO members guidance and insight in their field of expertise. <

Find out more about the PWFO Thought Leader Program 

 

 

   


 

In case you missed our August posts, here's a recap: 

 

 

Creating wealth is a fundamental aspect of life that overlaps with our deepest values and needs....

 

 

Take advantage of this exclusive opportunity to gain valuable insights ensuring your business thrives...

  

The Swiss Association Empowering professional firms to bring Swiss-Certified WealthCare services to families globally. 

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