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.
Our solutions
Discretionary mandates
You give us the keys and benefit from professional, discretionary portfolio management when times are uncertain.
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).
How we work
We offer our clients the quality and service that we expected to receive ourselves — only the best.
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).
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.
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.
Private Wealth Management Team
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.
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 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 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.
Annalisa Carosi
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.