Private Wealth Management

Institutional structure
& bespoke approach

Our Private Wealth Management team gives you access to three areas of expertise: discretionary management, advisory, investment advice and tailored analysis, reporting and optimisation of assets.

Private-wealth-management

Our solutions

Our performance

Track the performance of our mandates compared to common benchmarks.

Learn more ›

Discretionary mandates

You give us the keys and benefit from professional, discretionary portfolio management when times are uncertain.

contact us ›

Advisory Services

Make the right trades at the right time following our expert-advice.

Contact us ›

Planning Compass

Consolidation and reporting

Gain a greater clarity of your finances and financial situation with our tailored, multi-asset class portfolio reporting which enables the consolidation of portfolio data uploaded from multiple custodians (private banks, global custodians and prime brokers).

Learn more ›

How we work

We offer our clients the quality and service that we expected to receive ourselves — only the best.

Contact us ›

Risk Management

Our approach to risk combines an investment policy that takes into account strict restrictions in terms of weighting per investment, but also an optimisation system (optimizer) for asset classes based on their risk analysis in relation to expected return (risk/return analysis).

Read More ›

Independence

The Company does not receive any retrocessions on funds and we work on constantly aligning with our clients’ objectives. The Company may be required to create structured products for a specific customer, in which case structuring fees are charged transparently.

Read More ›

Fees & pricing structure

Our systems allow us to monitor market sensitivities (beta), as well as extreme deviations and risk contributions. Deviations in asset classes, sectors and currencies are also monitored periodically.

Read More ›

Private Wealth Management Team

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.

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...

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.

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.

Contact us

    *Mandatory field

    By submitting this form, you agree to our User Agreement, our Privacy Policy & Cookie Statement and to receive marketing emails from Geneva Management Group. You can unsubscribe at any time.