People

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.