Institutional Structure & Boutique Philosophy

Institutional in its structure, but Boutique in its philosophy, GMG Asset Management SA is a FINMA regulated asset and investment fund manager. Our superior performance in Swiss equities, from large to small caps, is the result of our proven stock-picking methodology. The strong results of our balanced mandates come from the right balance between active and passive management.

Our performance, backed by 20 years of experience, reflects our “value investing” convictions and our long-term investment strategy. Our main differentiator is our exceptional network of direct connections to the CEOs and CFOs of our investment universe, which is the source of our historical outperformance. Our clients, mainly Swiss pension funds, and renowned consultants recognize both our expertise and track record.

2000
FOUNDED
1bn
AUM
GLOBAL
FOOTPRINT
SWISS
REGULATED

Our performance

 GMG Swiss Small and Mid Cap Fund      SPI EXTRA

We adopt a long-term investment philosophy, based on the real economy and the strong convictions of our Investment Committee.

Our added value: the right balance between active and passive management

We distinguish ourselves in our balanced mandates by applying the right mix of active and passive management. Our outperformance is mainly achieved through asset allocation, which is based on our in-depth investment research. Our senior specialists are authorities in their respective sectors. Our investment philosophy combines two complementary approaches: asset allocation (Top-Down) and security selection (Bottom-Up). The Top-Down (macro) approach determines the asset allocation and the geographical (global) allocation. We believe that security selection outside of Switzerland increases risks more than it increases returns. Thus, with regards to foreign equities, we invest mainly through passive open-architecture funds.

Stock picking: strong convictions on Swiss equities and value investing

Our active management in Swiss equities is based on strong convictions and is in line with our value investment style. We select stocks that trade below their intrinsic value. In addition, we differentiate ourselves through our exceptional network of direct connections with CEOs and CFOs within our investment universe, which are the source of our historical outperformance.

We differentiate ourselves through our exceptional network of direct connections with the CEOs and CFOs of our investment universe, which is the source of our historical outperformance.

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).

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.

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.

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).

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.

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.

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