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Carolina Gomes

Carolina Gomes

Director

Carolina Gomes has more than a decade of experience in private banking in Brazil and Switzerland. Before joining Lakefield Partners around a year and a half ago, she served private and institutional clients at renowned Swiss asset managers and private banks. In wealth management, she especially values the direct connection between the financial markets, clients' goals and long-term trust. Her focus is on building and expanding these relationships, particularly in the Brazilian market. For her, shared success is based on deeply understanding client needs in an international context and translating complex market strategies into relevant investment decisions.

Languages

  • English
  • Portuguese
  • Spanish
  • French
Successful wealth management means translating global market strategies into a clear, personal language for the client.

Work Experience

  • 2025 – Today Director at Lakefield Partners AG
  • 2022 – 2024 Relationship Manager at SAF&CO in Switzerland
  • 2016 – 2022 Private Banker at CBH Compagnie Bancaire Helvétique in Switzerland
  • 2014 – 2016 Financial Analyst at Refraninvest in Sao Paulo, Brazil
  • 2014 Wealth Management Controller at GPS Julius Baer Group Company in Sao Paulo, Brazil
  • 2011 – 2014 Relationship Manager at PAN Bank-BTG Pactual in Sao Paulo, Brazil

Education

  • 2019 – 2021 Executive Master of Business Administration from Université de Genève in Switzerland
  • 2005 – 2010 Bachelor's degree in Economics from Pontificia Universidade Catolica de SP in Sao Paulo, Brazil