Experience, commitment and responsibility

Our team in Switzerland

A team of professionals with extensive experience in financial advice, investment management and international markets

Our priority

In Zurich our team provides independent wealth advice, backed by a strong regulatory framework and a broad network of international custodian banks

  • We are a portfolio manager authorized by FINMA and supervised by AOOS.

  • Multicustodian model with access to top-tier Swiss and international banks

  • A team with extensive experience in wealth planning and wealth management

Corporate governance 

Marc Mora

President

Curriculum Vitae

Lluís Alsina

Director

Curriculum Vitae

Francesc Xavier Maymó

Director

Curriculum Vitae

Oscar Aristot

Director

Curriculum Vitae

Jaime Moreno

Chief Executive Officer, Switzerland

Curriculum Vitae

The team at your service

Jaime Moreno

Chief Executive Officer, Switzerland

Curriculum Vitae

Irina Reznik

Chief Compliance Officer, Switzerland

Curriculum Vitae

Javier Encinas

Chief Operational Officer and Risk Manager, Switzerland

Curriculum Vitae

Rafael Vicario

Head Investment Advisory, Switzerland

Curriculum Vitae