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Wealth Management

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

Nicole Curti

Managing Partner – CEO

Wealth Management

Passionate about: African art & culture

Yasmine Bouzourene

 Managing Partner - COO 

Portfolio Management
& UHNW Client Servicing

Passionate about: Origami

Mikaël Safrana

Chief Investment Officer

Multi Asset Class

Passionate about: Any sport that slides or glides

David Lamarque

Head of investments

Multi Asset Class

Passionate about: Sports like Football and Padel (not on water), Wine lover

Kristian Bader

Board member

Board

Passionate about: White sneakers

Annie Raccah

Senior Advisor on Fixed Income

Fixed Income Specialist

Passionate about: Literature and classical music

Aryé Zafrany

Portfolio Manager

Portfolio Manager

Passionate about: Vintage cars but rides an electric bike

David Alexander

Portfolio Manager

Portfolio Manager

Passionate about: Science and history

Aline Braff

Executive Assistant and Office Manager

Office Management and Compliance

Passionate about: Very sporty but passionate about Sunday afternoon naps.

Our values

one
Authentic
Our integrity and independence are our greatest asset
tree
Humble
We are proud of our unique team strength and value the power of our collective efforts
two
Multicultural and Multigenerational
It is crucial for us to mirror our clients
four
Agile
Providing access to innovative investment opportunities in an everchanging landscape