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)
Passionate about: African art & culture
- 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
Passionate about: Origami
- 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
Passionate about: Any sport that slides or glides
- 55y
- 30y
- Swiss
- English, German
- 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
Passionate about: White sneakers
- 52y
- 31y
- Swiss
- French, English, Levantine Arabic
Fixed Income Specialist
- Before founding her own firm specializing in fixed income in 2009, she was Deputy Head of the Fixed Income Division in Asset Management at HSBC Private Bank (Switzerland)
- Prior to HSBC Annie was a buy-side equity analyst at Banque Jacob Safra in Geneva & various private banks in Geneva
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Annie holds a BS in Quantitative Analysis from the University of Geneva
Passionate about: Literature and classical music
- 23y
- 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
Passionate about: Vintage cars but rides an electric bike
- 29y
- 1y
- 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.
Passionate about: Science and history
- 33y
- 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
Passionate about: Very sporty but passionate about Sunday afternoon naps.
