Wealth managers

Portfolio managers

Estate planners

Management

Board of directors

Our teams and your discussion partners first and foremost invest in a sustainable, personal trust relationship with you. Because that is how we can best manage your assets. We offer personalized advice at every stage. During our many information moments and the MBA Investment Academy we are happy to share our expertise with you.

We invest in

lasting relationships

based on trust.

Team

Werner Horvath

Board of directors

Bernard Gauthier

Board of Financial Director

Jonathan Bell

Financial Officer and Wealth Manager

Robert Nigri

Financial Consultant and Portfolio Manager

Cederic Petros

Private Wealth and Asset Manger

Nathalie Stern

Portfolio Manager and Development

Rudi Paulet

Business consultant and analyst

Jacob Yoav Bach

Management and Business Development

Andrew Johnson

Assistant to the Manager

Mathilde Rosen

Relationship Manager

Giuseppe Castelnuovo

Estate Planner and Tax Advisor

Santiago Vegas

Partner

Personal, knowledgeable & reliable