About Geneva Management Group
Swiss precision.
Global solutions.
The Geneva Management Group (GMG) is an award-winning asset manager and multi-family office established in 2000. Our structure and +20 years of experience allow us to provide an unparalleled service tailored to meet the dynamic and changing needs of individuals, families, intermediaries, institutions, and corporations.
Experience and competence
We understand that performance matters. We’re confident that our knowledge, understanding and experience make us a valuable partner to offer a decisive edge.
2000
Founded
Swiss
Regulated
What can we offer you?
Award-winning services from a fully regulated Asset Manager authorized by FINMA, the Swiss Financial Market Supervisory Authority.
Our Private Wealth Management team gives you access to three areas of expertise: discretionary management, Advisory services and Deep Dive reporting and consolidation.
Supporting individuals and families with significant wealth across the globe by deploying our expertise in managing high-net-worth clients and their assets. Our clients benefit from our best practices as well as from our international network of professionals.
We provide a range of services that cover the entire value chain of an investment fund. We offer all risk management, compliance and governance services you and your fund may require. We also ensure the compliance with laws and regulations while confirming protection for all investors.
Take a holistic, global, yet personalized approach to assessing your wealth planning needs. We provide you with a long-term, bespoke strategy.
With over 20 years of experience in financial markets, we provide public and private alternative investments covering a range of strategies which include private equity, private real estate and digital assets.
Our five guiding principles
Transparency
Integrity and honesty are core to all that we do. All layers of fees are always explicit and transparent. We do what we say we will do.
Conflict Free
At GMG, the client’s needs come first. We are beholden to no institution, individual or entity other than the client being served.
Expertise
At GMG, we demand excellence. We excel at what we do and keep ahead of the curve, constantly developing our staff and suite of offerings.
Innovation
We continuously invest in skills, education and technology ensuring that our solutions are cutting-edge.
Relevance
Our access and reputation are at your service. In order to be able to provide our clients with the reach they need, we operate globally and work with international institutions.
Geneva Management Group Leadership
Dave Elzas
After a rich career across several leading financial centres, Dave co-founded Geneva Management Group (GMG) in 2000. He further expanded GMG’s Swiss activity by creating companies and jobs in Geneva and Zurich. Dave has over twenty-five years of experience in deal structuring and wealth planning. Between 1994 and 2000 he served as the Executive Managing Director of an institutionally sized Family Office. Dave holds an Engineering degree and an MBA (Cum Laude) from the Solvay Business School in Brussels, Belgium (1990).
Belal Khan
Belal joined GMG as Chief Investment Officer in 2021. Prior to this, he spent 15 years at HSBC Private Bank Switzerland, where he held several positions including CIO (2016–2021), responsible for helping formulate the global macroeconomic outlook, tactical asset allocation positioning, investment strategies and investment themes across asset classes. Belal's expertise and extensive work experience in foreign exchange sales and commodities have taken him to many leading banks, such as Merrill (formerly Merrill Lynch Investment Bank), Royal Bank of Canada, and Bank of Tokyo, among others.
Maher Menif
Maher previously worked at EFG Bank, where he was Group Head of Regulatory Compliance and gained in-depth experience in managing regulatory compliance risks and financial crime. Prior to this role Maher spent 5 years at Banque Heritage acting as a Chief Audit Executive, and 12 years in Big Four audit firms as Senior Manager in charge of auditing financial institutions and providing consultancy services. Maher is a seasoned professional holding a Chartered Public Accountant (CPA-CA) certification with broad and extensive international knowledge and expertise in leading, auditing and advising Compliance, Risk and Treasury functions. He holds a Specialized Graduate Diploma (DESS) from HEC, Montreal (Canada).
Jamie Bold
Jamie joined GMG in 2017 after 5 years at Fuel Online Training, where he was Head of Finance in South Africa before moving to Mauritius to set up the group's international subsidiary as the General Manager. He plays a key role in GMG's finance department, with a specific focus on the FPA (Financial, Planning and Analysis) side and is based in our Mauritian office.
Haggay Aidlin
Haggay Aidlin joined GMG in 2003. Over the years, he became a partner of the group, managing its Swiss office and then acting as CEO of the Fiduciary Services division. Prior to this, Haggay had served in various financial and fiscal planning positions with large Swiss multinationals. Today, Haggay supports the multi-Family Office arm of the business as a senior wealth planning advisor, drawing on two decades of running asset structuring, administrative services, and corporate functions provision to some of the group’s top clients.