Chief Operations Officer, Investment Adviser and Insurance Broker
Praniel holds a B.Sc. in Economics and M.Sc. in Economics and Finance from Warwick Business School. In Switzerland he holds an associate degree from the ZHAW School of Law and Management in association with Insurance Institute of Switzerland in insurance broking.
Previously Praniel worked as a derivatives trader specialising in government bonds. Later, he was responsible for recruiting, training and managing traders in Montreal, Chicago, Milan and London.
Between 2013-15 he took several qualifications with the Chartered Insurance Institute, including advanced pensions and investment modules. These include: R01, R02, R04, R05, R06, J05, J10, AF3, AF4, AF5. In 2020 he plans on undertaking the remaining tax module to be certified as a Chartered Financial Planner (CFP). In September 2019 he passed the Uniform Investment Advisor Law Examination, known as ‘Series 65’, this qualifies him to function as an investment adviser representative in the USA. Through an MWC partnership with a US SEC registered firm, Praniel will provide investment advice and investment management services for US individuals both in and outside the US.