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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…

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).

Mathieu Saint-Cyr

Mathieu serves as CEO for Geneva Management Group. He was previously Head of Trading at MKS, one of the leading precious metals trading…

Mathieu serves as CEO for Geneva Management Group. He was previously Head of Trading at MKS, one of the leading precious metals trading and refining companies. Prior to this position, Mathieu was running BNP Paribas’s gold derivatives trading activities globally. He holds two MSc degrees in fundamental and financial mathematics.

Patrick Sulzer

Patrick joined GMG in 2018 after over a decade with a UAE leading multi-services provider where he acted as Partner and Group Operations Director…

Patrick joined GMG in 2018 after over a decade with a UAE leading multi-services provider where he acted as Partner and Group Operations Director. At the same time he was also one of the pioneers of ESG by co-founding Codethic to empower companies and standardise their environmental and social ratings. Patrick plays a key role in the Group’s business development strategy with a strong focus on the Middle East.

Belal Khan

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 […]

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.

Marc-Christian Bollet

Marc-Christian has more than 30 years of experience in asset management. He spent 10 years as Investment…

Marc-Christian has more than 30 years of experience in institutional asset management. He spent 10 years as Investment Manager at the asset management firm IAM. Previously, he specialized in strategic asset allocation for balanced mandates and managed pension fund mandates at Lombard Odier from 1992 to 2009. He also managed European and Swiss equity mandates there. Marc is a Chartered Financial Analyst and Portfolio Manager (CIIA) as well as a Chartered Market Technician (CMT).

Kerstin Engler

Kerstin is an award-winning experienced banker with a demonstrated history of working in international Wealth Management for over 19 years. Over the…

Kerstin is an award-winning experienced banker with a demonstrated history of working in international Wealth Management for over 19 years. Over the last 6 years Kerstin worked closely with wealthy families and individuals in Sub-Saharan Africa. She advised them in structuring, diversifying and investing their assets. Kerstin supported them in governance and legacy matters as well as on philanthropy related questions.

Timm Reutter

Prior to joining GMG, Timm spent 13 Years at UBS in Zurich and built the Wealth Management coverage team for Ultra High Net Worth clients in Sub Saharan Africa…

Prior to joining GMG, Timm spent 13 Years at UBS in Zurich and built the Wealth Management coverage team for Ultra High Net Worth clients in Sub Saharan Africa together with Kerstin Engler. He advised clients on their investment needs, structuring and succession planning as well as complex transactions including structured loans and global custody arrangements.

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 […]

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.

Matthieu Daguerre

Matthieu joined GMG in 2021 and routinely advises a broad spectrum of corporate clients from multi-national corporations to family-run businesses on the full scope […]

Matthieu joined GMG in 2021 and routinely advises a broad spectrum of corporate clients from multi-national corporations to family-run businesses on the full scope of their emerging & frontier market affairs, with a special emphasis on the UAE and the Middle East, where he has more than 10 years of experience. He regularly advises on topics such as entry-to-market, structuring, joint ventures, corporate governance and economic substance. Matthieu holds a Master's in Law and was admitted to the New York bar in 2012.

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…

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).

Valérie McCallum

Valérie previously worked as a Senior Project Manager for a single Family Office in Geneva. Between 2010 and 2017…

Valérie previously worked as a Senior Project Manager for a single Family Office in Geneva. Between 2010 and 2017, she worked for Pictet Asset Management in Geneva, then in London from 2012, where she then joined Bank of London and The Middle East and UBS in marketing management positions. She began her career in 2006 as a financial analyst at Edmond de Rothschild and then at Procter & Gamble. She holds an MSc in Actuarial Sciences from HEC Lausanne.

Alain Chevée

For over 12 years, Alain worked for the Nestlé pension fund (CHF 40 billion) as Head of Quantitative Management and then Head of Alternative Assets management…

For over 12 years, Alain worked for the Nestlé pension fund (CHF 40 billion) as Head of Quantitative Management and then Head of Alternative Assets management with his team of analysts. He directly managed more than $4 billion of allocations for hedge funds and in different strategies. Alain is also responsible for the Private Wealth Management division. He is an Agro-Paris and ESSEC engineer, and has validated CAIA, Certificate of Quantative Finance and GARP Energy Risk Professional certifications.

Haggay Aidlin

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 […]

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.

François Botta

Prior to joining the group, François worked as a private banker for Coutts and Co Suisse, covering the UK market and then for Union Bancaire Privée. He holds…

Prior to joining the group, François worked as a private banker for Coutts and Co Suisse, covering the UK market and then for Union Bancaire Privée. He holds a CFA and a Master in Business Administration from the Ecole des Dirigeants et Créateurs d’Entreprises in Paris. He speaks French and English.

Serge Cadelli, Dr.

From 2005 to 2009, Serge was Chief Operating Officer and Chief Risk Officer at RMF, an asset management arm of Man Investments. From 1999 […]

From 2005 to 2009, Serge was Chief Operating Officer and Chief Risk Officer at RMF, an asset management arm of Man Investments. From 1999 to 2003, he was Head of Group Investment at Zurich Financial Services, responsible for the invested assets of all ZFS legal entities in Continental Europe, after having served as Chief Investment Officer of Zurich Swiss entities. He subsequently moved to Converium (a spin-off of ZFS’ reinsurance business) as Group Treasurer and Chief Investment Officer, responsible for the invested assets of all legal entities. From 1986 to 1999, he was part of Credit Suisse Group in Zurich, Geneva and Milano, where he held different management positions in portfolio management and corporate finance. Serge earned a Ph. D. in finance from the Institute HEC of the University of Lausanne and a Commercial Engineering Degree from the Institute Solvay of the Free University of Brussels.

Alexandre Bourgeot

Alexandre spent the last 20 years working in the private banking industry in Paris, Luxembourg and Geneva. Prior to joining GMG, he spent 9 years…

Alexandre spent the last 20 years working in the private banking industry in Paris, Luxembourg and Geneva. Prior to joining GMG, he spent 9 years at HSBC in Switzerland as a Senior Investment Advisor, covering Middle Eastern clients. He specialized in derivatives at HSBC, CA-Indosuez, Julius Baer and Société Générale. Alexandre holds two Master’s degrees in Corporate Finance and Business Administration.

Cristina Varkas

Cristina Varkas

Cristina joined GMG in 2020 as a Family Office Advisor. She is responsible for ensuring the operational capability of our clients. This comprises the […]

Cristina joined GMG in 2020 as a Family Office Advisor. She is responsible for ensuring the operational capability of our clients. This comprises the administration of banking relationships, acting as a coordinator for our comprehensive wealth reporting and supporting our clients across the whole range of their routine transactions and administration. Prior to joining GMG, Cristina worked 10 years at UBS where she assisted Ultra High Net Worth clients in their day-to-day affairs. Cristina is fluent in German, English and Greek.

Miguel Sampaio

Miguel Sampaio

Miguel has work in the banking system since 2003 and has held positions at several Swiss banks, including Société Générale…

Miguel has worked in the banking system since 2003 and has held positions at several Swiss banks, including Société Générale, Royal Bank of Canada, and HSBC Private Bank. Miguel joined GMG in 2018 as Middle Office Officer and is responsible for monitoring daily transactions, developing client reports, and providing back-office support.

Jacob Grapendal

Before joining GMG, Jacob held the position of CTO at the alternative fixed-income research company AXEOM where he engineered the company’s quantitative…

Before joining GMG, Jacob held the position of CTO at the alternative fixed-income research company AXEOM where he engineered the company’s quantitative facility. At GMG, Jacob covers projects relating to automatisation, data modelling and IT architecture.

Samuel Davies

Samuel Davies

With over 10 years of experience working with non-profits and SMEs to IGOs and multinational companies, Samuel is passionate about building quality brands and […]

With over 10 years of experience working with non-profits and SMEs to IGOs and multinational companies, Samuel is passionate about building quality brands and developing meaningful media across different channels. He has worked with several companies to develop marketing strategies and marketing materials and is excited about the increasing digitalization of finance and financial services. 

Vincent Oswald

Vincent Oswald

Vincent is an experienced fund management professional with strong operational background. He has experience in various fields of the financial world at both a […]

Vincent is an experienced fund management professional with strong operational background. He has experience in various fields of the financial world at both a macro and micro level and vast professional network in global finance, development finance, multilateral development institutions and NGOs. Vincent joined the Geneva Management Group Board of Directors in 2021.

Jean-Louis Richard

Jean-Louis, Senior Manager on Swiss Equities, worked at IAM Independent Asset Management for 11 years where he specialised in…

Jean-Louis, Senior Manager on Swiss Equities, worked at IAM Independent Asset Management for 11 years where he specialised in Swiss equities. During his career, he was an investigative journalist on Swiss economy and finance for leading Swiss media (Le Temps and l’Agefi). He is a recognised expert on the Swiss economy and has also worked for the ICRC in Africa. A leading figure in the management of Swiss equities, he holds a CFA, Chartered Financial Analyst, a Master’s degree in political science from Sciences Po Paris, and a Bachelor’s degree in economics from Paris Dauphine.

Didier ProdHom

Didier Prod’Hom

Didier brings more than 30 years of professional experience in architecture, construction and real estate development in Europe, Asia and the Middle East. His previous appointments […]

Didier brings more than 30 years of professional experience in architecture, construction and real estate development in Europe, Asia and the Middle East. His previous appointments include Director of Real Estate Development for the Swiss-based international conglomerate Marti Construction and Real Estate Manager at the pension fund Cap Prévoyance, Commune of Geneva, City of Geneva, and SIG (services industriels de genève), as well as Project Manager at several architecture firms. He is currently Vice-President of the Swiss Cantonal Urban Commission and Municipal advisor for the City of Carouge (Geneva, Switzerland).

Carolin Zeller

Caroline Zeller, Dr.

Caroline has 30 years of experience in institutional asset management. She spent 14 years at IAM, an institutional asset management company, as a Member […]

Caroline has 30 years of experience in institutional asset management. She spent 14 years at IAM, an institutional asset management company, as a Member of the Management Committee. Caroline worked as a Senior Manager at the UBS bond desk for 10 years. She also spent 6 years as a doctoral student and assistant in finance to Professor Dumont at the University of Geneva. Caroline specialises in risk management and compliance for Swiss equity portfolios, balanced mandates and passive management. Caroline holds a PhD in economics from HEC Geneva and a law degree from the University of Geneva.

Camille Bertrand

Camille has worked in the finance sector since 2017, first as a Reporting Officer at IAM (2017–2019) and now as Operations Analyst at GMG, […]

Camille has worked in the finance sector since 2017, first as a Reporting Officer at IAM (2017–2019) and now as Operations Analyst at GMG, where her responsibilities include providing support for both the front and back offices, executing client transactions, and reporting.

Media

Events

Events

Opportunities & trends for wealth managers

Event details coming soon.

Press releases

Press releases

GMG and RE Capital launch real estate fund to manage prime location project in Lisbon

The fund manages a large-scale real…

Publications

Publications

Comment investir dans le métavers?

Les amateurs de technologie n’ont pas attendu l’annonce de Facebook pour s’y intéresser. Si le monde virtuel et augmenté…