PW indices performances PW Indices from 31.12.2023 to 20.02.2024
  • CHF - Low risk : 0.80%
  • CHF - Mid risk : 1.80%
  • CHF - High risk : 3.13%
  • EUR - Low risk : 0.20%
  • EUR - Mid risk : 1.06%
  • EUR - High risk : 1.97%
  • USD - Low risk : -0.03%
  • USD - Mid risk : 0.78%
  • USD - High risk : 1.48%
  • GBP - Low risk : -0.07%
  • GBP - Mid risk : 0.64%
  • GBP - High risk : 1.44%

Coaches

Properly managing your wealth is becoming an increasingly complex affair. To make the right choices, for example, choosing a suitable portfolio manager, we have selected coaches ready and able to advise you. They can act for you independently because they do not manage money directly.

Barray Arnaud
AB Private Office
Region
Geneva
Languages
Contact

My name is Arnaud Barray, I was born in 1986. I grew up in the south of France. From age 21 to 23, after finishing my bachelor’s degree in business administration, I lived in the US for 2 years. When I returned to Europe, I started my career in Private Banking in Geneva Switzerland in 2010. For the past 10 years, I have been working with high net worth individuals in Switzerland. I also completed my MBA in the Geneva Business School and have done one semester in Argentina in 2015. I am the father of a boy and a little girl. I am also very entrepreneurial. Since 2018, I run my own Private Office.

Bud Delhees
Consilia Anstalt
Region
Switzerland, Liechtenstein
Languages
Contact

Bud specializes in portfolio monitoring with a main focus on creating transparency for the client, renegotiating fees with banks and asset managers as well as data-driven risk and optimization analysis. After two years at a trustee company in Liechtenstein, he switched to Consilia, where he has been working since 2019. Throughout his studies at the University of Lucerne, he helped to develop Consilia’s monitoring system and expand its analytical capabilities. In 2021, he graduated with a Master’s degree in Economics and Management with the specialization in Applied Data Science from the University of Lucerne. His interest in financial market transparency led him to write his Master’s thesis with the title of “Predicting Total Expense Ratios of Swiss Fund products”. By focusing on data-driven objectivity, his goal is to bring new vigor into the industry.

Debons Jean-Daniel
ZWEI Wealth
Region
Romande
Languages
Contact

In 2019, Jean-Daniel left UBS. He was responsible for the bank’s UHNWI clients, Family Offices and large entrepreneurs based in Wallis. After 30 years with Credit Suisse and UBS, he decided to join the Zurich based consultant Zwei Wealth. Today, he helps his clients to achieve complete transparency in a neutral and independent way in their asset management, compare their managers with each other and with the market and make calls for tenders to obtain the best investment proposals.

Diserens Claude
Galeo SA
Region
All
Languages
Contact

What I can bring to you as a Trusted Advisor, I have acquired over 35 years from institutions of various reputable institutions: Citibank, Kidder Peabody, Merry Lynch and Reuters. My job is my passion: passing on my knowledge of supervising family assets to the next generation, how to negotiate with banks, how to ensure that I have the financial information necessary to understand and monitor your investments. Precision, transparency, discretion and above all common sense are part of my DNA. I put all my experience and knowledge at your disposal to help you make the right decisions and allow your family wealth to grow according to your personal convictions and criteria. Our office is equipped with a whole series of powerful and advanced tools and software, such as "performance watcher". At your disposal for a first contact without obligation, then you decide.

Genequand Sarah
Lyra Wealth SA
Region
Europe, Brésil
Languages
Contact

Sarah enjoys sparking women’s interest to finance. She uses her knowledge to help them better understand, control their finances and increase their self-confidence. She wrote “Women are worth it”, to be published in English in 2020. Sarah was born in Geneva. In 2002, she obtained her masters from the Institute of International Studies in Geneva. Four years later, she obtained the STEP Diploma in International Trust Management. Her area of expertise includes governance and audit of legal structures. In 2003, Sarah began her professional career in the Trust business with Cititrust (Switzerland) SA and then Barclaytrust (Suisse) SA where she worked as a Trust Officer.

Gillet Bruno
CAPAnalysis SA
Region
Geneva
Languages
Contact

I have been a Financial Analyst for 30 years. My main skills are macro-economic analysis and trading in alternative funds. I specialize in creating analytical reports for institutional investors and private clients. I present the elements that have contributed to your performance (performance attribution, market exposure, fees & taxes) with transparency and objectivity. A decisive work in the decision-making process for the optimization of your investments in relation to your risk profile and tax status.

Hochstadter Christopher
Kineta Trusted Advisors SA
Region
Morges
Languages
Contact

Since he founded Kineta Trusted Advisors in 2014, Christopher has been leading several projects such as advising single family offices and offering high level solutions for HNWIs and financial institutions. From 2001 till 2012, Christopher held several positions in portfolio and fund management for companies such as the Bellevue Group (Boston), DWS (Frankfurt), Julius Baer (Geneva), and UBP (Geneva). Christopher Hochstadter is a graduate from Boston University and University of Notre Dame.

Pasteur Lionel
Pasteur Finance SA
Region
Geneva
Languages
Contact

Before founding Pasteur Finance SA in 2013, I was responsible for setting up a management department for a large Independent Manager and then serving as CIO for 14 years. Today, I support the Independent Managers and the Family Offices in the continuous improvement of their management. I also help them find any organizational or technical solution they may need.

Pavitt Trevor
Lyra Wealth SA
Region
Europe, Brésil
Languages
Contact

Trevor leverages his 20 years of banking experience to help people with their financial transitions. He is the co-author of the book “Heal your investments, a story your banker will never tell you”. His career in banking - namely with, Trade Development Bank, Boston Trust & deposit Co, American Express Bank, KPMG and Digital - led him to work in the United States and Brazil. He then returned to Geneva, where he served for ten years as Director of the Iberia & Latin America Team with Barclays Wealth. Born in Canada, Trevor holds Swiss and British passports. In 1986, he graduated from the University of Geneva with a degree in business and obtained a stockbroker license two years later from the Securities and Exchange Commission in New York. He also studied management at the INSEAD of Paris.

Perrig Jean-Sylvain
Premyss
Region
Geneva
Languages
Contact

Jean-Sylvain is passionate about financial markets. As a former Chief Investment Officer in well-established Private Banks, he firmly believes that a rigorous investment process, a clear vision and a good asset allocation, are the foundations of a professional portfolio management. There are steps to take and pitfalls to avoid, in order to achieve investment goals. Jean-Sylvain is also Chairman of the Swiss Financial Analysts Association which provides education for investment professionals. It is paramount to have the adequate background when managing money.