Board Member
Jocelyne Vautravers, CFPI
Financial analyst and Portfolio Manager/CIIA, AZEK-CFPI.
More than 30 years of experience private banking as a Senior Client Advisor in asset management & private banking with Equitas SA, Geneva, affiliated to Rothschild Bank AG, Zurich.
Excellent knowledge of the modern portfolio management, the related academic research as well as the investable universe and vehicles.
Adherence to the Swiss Financial Analysts Association (SFAA) and to the CFA Code of Conduct.
Managing Founder
Daniel Emery, CFA
Chartered Financial Analyst, Master HEC UNIL.
28 years of market investment experience.
9 years of experience in asset management & private banking with UBS Zurich and 5 years in private banking with Rothschild Bank Zurich.
Excellent knowledge of the modern achievements in portfolio management and the related academic research.
xcellent knowledge of the investable universe and vehicles.
Adherence to the CFA Code of Conduct.
Managing Director
Aymen Samawi
Wall Street background with over 25 years of diverse areas of expertise in fixed income, private equity, commodities, equities, brokerage, asset management, real estate and energy.
Prior to relocating to Geneva in 2014, held executive senior level positions at top financial institutions in the US and the UAE.
Spent a large part of his career on Wall Street in various senior executive level positions including being a Managing Director at ICAP, the world leading inter-dealer brokerage. Following wall street moved to UAE and held senior executive positions as CEO and MD of leading securities brokerage firms owned by ADIC and NBAD.
Upon moving to Geneva, joined Quilvest Switzerland as director in Geneva for the Saudi and UAE Markets, followed by co-founding Lac Leman Capital, a private equity firm.
Adherence to the CFA Code of Conduct.