Sharing values and success
Our team is our most valuable asset. Our unique solutions are derived from the rich ecosystem of experienced professional and tested resources that allow our clients to thrive in an increasingly complex financial environment.
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 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 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 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.
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.
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.
- Asset Management
- Family Office
- Private Wealth Management
Annalisa is an Investment Analyst as part of the investment team at Geneva Management Group. Previously, she worked as a Senior Financial Analyst at Johnson & Johnson, where she completed different rotations in corporate finance, internal audit and financial planning in Switzerland, UAE and Czech Republic, and successfully led automation, digitalization and mentoring projects. She holds a Master of Science in Finance and Banking from the University of Rome Tor Vergata, a Master of Science in Quantitative Finance from Goteborgs University in Sweden, a Bachelor of Science in Business Administration from the University of Rome Tor Vergata, and an Advanced Risk Portfolio Management Certificate from New York University. She is fluent in Italian, French, and English.
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.
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.
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.
Prior to joining GMG, Marc spent 10 years as a portfolio manager for global emerging market equities at Deutsche Bank's DWS. He held several roles in Europe and Asia, including lead responsibility for institutional mandates, the co-management of flagship funds, and the development of quantamental strategies. Marc contributed to broadening the scope of institutional coverage and was also responsible for research with a specialized focus on Southeast Asia and thematics. Previously, he served as an equities and quant analyst at Surperformance SAS. Prior to that, he was an auditor advisor at Currat& Associes SA. Marc holds a BSc in Management from CIBU – California International Business University and an MBA in Finance from International School of Management & St. John’s University.
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.
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.
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.
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 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.
Discover our services
Award-winning services from a fully regulated Asset Manager regulated 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 personalised 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.