About
About
Our story
We are two empowered female Managing Partners united in our mission to refresh wealth management.
Together with our CIO, Mikaël and with a combined total of over 90 years of industry experience we have seen it all.
From financial crises and market volatility to generational transfers, we have accompanied and supported our clients at every step.
As a Swiss company with an international team, we pride ourselves on our core values and our commitment to accompanying families on their investment journey.
Let us use our expertise and experience to guide you towards financial success.
Your Team
- 47y
- 27y
- Swiss
- French, English, German, Spanish, Italian
Wealth Management
- 25 years of experience in wealth management (Lombard Odier, and then CEO of the Swiss Branch of a large independent wealth manager)
- President of the Alliance of Independent Swiss Wealth Managers, she also sits on various boards like Swiss Athletics or the Kofi Annan Foundation
- Nicole holds a BA in Political Science from Université de Lausanne and an MBA from ESADE (Spain)
- 40y
- 17y
- Swiss
- French, English, Arabic, Spanish
Portfolio Management
& UHNW Client Servicing
- Worked for an Independent Asset Manager in Geneva for 11 years as head of the Portfolio management team
- Prior to that, Yasmine worked at ACM, a currency trading company, for 4 years as responsible for operations
- Yasmine holds an MBA as well as 2 bachelor’s degrees in Finance & Marketing/communication from the Institute of Finance and Management in Geneva
- 37y
- 17y
- French, Swiss
- French, English, Spanish
Multi Asset Class
- Former Head of Advisory at a Swiss Private Bank with a multi-asset focus, in charge of equity buy-side, fund selection, fixed income research and private markets
- Mikaël started his career at Lombard Odier and held various positions as equity analyst, sales trader, and product specialist across various firms
- He holds a Bachelor of Commerce from McGill University in Finance & Strategy and is a CIIA charterholder
- 31y
- 8y
- French
- French, English
Multi Asset Class
- David began his career in corporate credit, gaining valuable experience over 2 years before shifting his focus towards equities for 4 years. He has spent the last 2 years specializing in fixed income instruments.
- With over 8 years of experience in multi-asset portfolio management and fund selection, David is proficient in optimizing risk-return profiles using both quantitative tools as well as macroeconomic analysis.
- He holds an Advanced Master’s degree in International Financial Analysis, specializing in asset management.
- 55y
- 30y
- Swiss
- English, German
Board
- Experienced Senior Consultant and Board Member, specialized in the tech, financial and insurance sector
- Senior leader with broad experience in leadership development and transformation programs and in a wide range of finance topics (Art, Consulting, M&A)
- Kristian thrives in complex, international environments and his goal is to ensure a clear vision to achieve results
- 30y
- 2y
- French
-
French, English,
German
Portfolio Manager
- David holds a Bachelor’s and Master’s degree in Computer Science from the University of Geneva.
- He is passionate about applying his technical skills to bring a different perspective to portfolio management and has gained experience doing machine learning research at the University of Geneva.
- 24y
- 3y
- French
- French, English, Hebrew
Portfolio Manager
- Aryé holds a Bachelor's degree in Economics and Management, and a Master's degree in Wealth Management from the University of Geneva. He also has the SFI (Swiss Finance Institute) certification
- He gained experience through various companies active in finance and wealth management
- He has also acquired valuable interpersonal skills while working in luxury real estate and serving as a research assistant at the University of Geneva
- 34y
- 10y
- Brazilian
- French, Portuguese, English, Spanish, Italian
Office Management and Compliance
- Aline holds a bachelor’s degree in Psychology from the University of Geneva and a diploma in business administration from !fage (Geneva)
- She began working in finance while still at university and gained experience through various companies active in finance
- Aline has close to 10 years professional experience and specializes in family office related work as well as compliance and accounting
- 17y
- 1y
- French
- French, English, Italian, Hebrew
Apprentice in Wealth Management
- Davy is currently training to obtain a Swiss federal diploma of vocational education and training (CFC) in Business with a Professional Maturity
- He has gained experience working for various companies, more specifically in insurance and luxury
Our values
Authentic
Our integrity and independence are our greatest asset
Humble
We are proud of our unique team strength and value the power of our collective efforts
Multicultural and Multigenerational
It is crucial for us to mirror our clients
Agile
Providing access to innovative investment opportunities in an everchanging landscape
