Eric Jaques-Dalcroze senior Vice President Eric Jaques-Dalcroze senior Vice President Individual client asset manager. Previously senior Relationship Manager at Bank julius baer cie. Françoise favre senior Vice-President Compliance and Risk management Françoise favre senior Vice President Compliance and Risk management Compliance officer, previously assistant vice-president in the institutional asset management and centralised portfolio management units of private banker Lombard Odier Darier Hentsch cie (lodh) in Geneva. Pierre huber Senior Vice President head of Administration pierre huber Senior Vice President head of Administration head of administration. Previously Assistant Vice President at favona. Dominique habegger Senior Vice President head of Institutional Clients Dominique habegger Senior Vice President head of Institutional Clients Responsible for the strategic development of institutional asset management and of the cadmos Funds. Former co-founder of Asset4 (Thomson reuters).
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Charles Turrettini managing Partner Charles Turrettini managing Partner Former member of the Executive board of private bank darier Hentsch cie. Previously member of a private financial group in Paris. Gérard Bagnoud Senior Advisor Gérard Bagnoud Senior Advisor Former member of the Executive board of Julius baer cie sa bank, cio, head of private banking in Geneva. Henry morgan Executive director Henry morgan Executive director Former Executive vice President at Banque notz Stucki in Geneva. Previously at Banco santander (Suisse) sa in Geneva, chief Representative of Ferrier Lullin cie sa in Hong Kong, and at Baring Securities. Florian internet Hofer Executive director Florian Hofer Executive director Former Director at Credit suisse mexico. Previously vice-President at Morgan Stanley switzerland. Paolo bozzo executive director paolo bozzo executive director Former Director at Bank of America merrill Lynch in Zurich. Previously with Bank sal. Oppenheim and Credit suisse Private banking.
Frédéric holds a hec degree of the University. Gall and masters degree in the economics of the University of Cologne. Florian Ducrey managing Partner Florian Ducrey managing Partner Carries 18 plus years of Private banking and Investment Management experience. After having worked for ubs, bear Stearns (San Francisco) and Kredietbank Switzerland, he joined Lombard Odier Group in 2007 to develop Swiss and International clients. He was promoted to director in 2014. He joined ppt in 2016. After studying at hec in Geneva, he graduated with a master in Business and Administration from uc berkeley. Guillaume de toulouse-lautrec Managing Partner guillaume de toulouse-lautrec Managing Partner Former Managing Director at Morgan Stanley switzerland. Previously director at Bankers Trust in charge of Latin American desk and Chief Investment Officer for Switzerland.
Former member of the management of Lombard Odier cie, in charge of Swiss institutional clients. Christopher quast Managing Partner Member Management Committee christopher quast Managing Partner Member Management Committee former Senior Project reviews Manager at McKinsey cie in Zurich, new York and Geneva. Previously with Shearson Lehman Brothers and Cargill. Carlos Arias Managing Partner Carlos Arias Managing Partner Former Managing Director at Morgan Stanley switzerland. Previously managing Director at jpmorgan in Geneva, and formerly jpmorgan, private bank in New York, and head of Mexico for jpmorgan investment bank. Frédéric Dawance managing Partner Frédéric Dawance managing Partner he started his career at Pictet Private bank in Geneva, followed by Credit suisse first Boston in Zurich and London as well as at Exane in Paris. Following two years as cfo in a niche international media company, lombard Odier cie, geneva asked him to join them in 2004, initially as head of trading, then as co-head of investment products private investors (funds, hedge funds, structured finance and private equity) and finally.
We launched two funds which invest worldwide in top listed companies in both conventional and renewable electrical energy. Seizing opportunities means: recognizing growing industries selecting companies which will benefit from regulatory changes or other developments in their industries creating the most suitable vehicles to enable our clients to benefit from those new investment opportunities. Board of directors mounir Husseini vice-Chairman Christopher quast board Member Hans-Jürgen queisser Chairman guillaume pictet Vice-Chairman paul-André sanglard board Member The team guillaume pictet Managing Partner and co-founder Member Management Committee guillaume pictet Managing Partner and co-founder Member Management Committee former member of the Executive. Previously Chief Economist at the Economy secretariat in Bern. Henri turrettini managing Partner and co-founder Member Management Committee henri turrettini managing Partner and co-founder Member Management Committee former Director of Mirabaud cie and Partner of Mirabaud Participation cie. Melchior de muralt Managing Partner Member Management Committee melchior de muralt Managing Partner Member Management Committee executive vice President of Blue orchard Finance. A., member of the icrc.
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That makes it possible to build and optimize a sustainable portfolio where de pury pictet Turrettini co ltd integrates environmental, social and governance dimensions into the analysis and management process. Knowing our environment The past few years have shown the extreme instability of the world economic and financial environment. Our business requires constant observation of the signs of change in that environment. As a direct consequence of economic globalization, for example, the emergence of microfinance is one of our main focuses, which has led to our taking part in the creation of a company specialized in that area ( Blue orchard in order to offer products which. Since the issue of succession in family businesses is fundamental to our economic fabric, we created a private equity firm in the form of a limited partnership Zurmont Madison Private Equity. P., which raised chf 250 million.
Backed by eminent businessmen, it offers tax and industrial solutions to small business owners who are concerned about the best way to hand over their companies. Adapting to the environment is : being clear-headed to understand what the future stakes will be being imaginative to devise effective solutions to new problems being flexible, with a simple decision-making wallpaper process within a down-to-earth organization. Knowing our partners Because we are independent, we have the enormous privilege of choosing our partners, but that independence is also accompanied with the duty of thoroughly knowing each of those partners, something that is too often underestimated. We have rules in the selection process of the local and international partners we work with (banks, analysts, brokers, tax experts and lawyers). In that way, our selection process owes a great deal to experience but also to sound analysis and documentation. Recognizing opportunities As we keep our ear to the ground of major market trends, we are committed to seizing opportunities as soon as they arise by developing innovative and rewarding investment vehicles. In energy, for example, we wanted to have our clients share in the restructuring of the world electricity industry.
A thorough knowledge of the asset management industry and its specific value chain. Ethics and discretion,. A stable team of long-term partners sharing high-level business ethics values. Our services comprise all aspects of managing, coordinating and overall monitoring of your assets: Asset allocation Risk control and tax optimization Selection and careful monitoring of managers and custodian banks Cost control and account consolidation Philanthropy family dynamics The firm Knowing youknowing our professionKnowing our. For us, it is both a quality standard and an ethical principle to know each one of them. Since each of our clients is different, it is only by thoroughly knowing his or her needs and what the clients assets are like that a distinctive and personalized service can be provided.
Knowing our clients is: adapting our management approach to their needs making sure that they have the same relationship managers who are familiar with of their specific assets and ways of lives making sure that they can access all of the services required for optimal. Knowing our profession Investment areas are constantly being diversified and investment methods are constantly changing. The growing complexity of the financial world now requires a global conception of our business, since in addition to conventional individual and institutional portfolio management, experience in corporate finance is a valuable contribution to what. That is why we offer a complete range of advice designed for specific investment strategies. Having complete mastery of our profession enables us to design solutions adapted to all aspects of both individual and institutional wealth management. Knowing our time de pury pictet Turrettini co ltd has developed substantial expertise in socially responsible investment.
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In that stage, we also have to make a decision on the quality of management and its strategy. Valuing the company and determining its target price on the basis of discounted cash flow or future dividend models. Optimizing the entry points into the portfolio by monitoring the companys technicals and its likely future newsflow (earnings reports, etc.). The third stage involves constructing the actual portfolio, generally with 25 to 40 stocks which have the potential to significantly outperform the market. We make sure that there is group diversification to limit the specific risks of sectors. Family office de pury pictet Turrettini co ltd proposes a specific and specialized business model thesis for the management of your assets. Read More family office de pury pictet Turrettini co ltd proposes a specific and specialized business model for the management of your assets. De pury pictet Turrettini co ltd proposes a specific and specialized business model for the management of your assets, based on: Independence,. No conflicts of interest with custodian banks, brokerage firms or fund managers.
evaluation of competitive advantages that will provide a high level of profitability and a substantial contribution to growth, the difference between the companys present and potential value on the basis. That philosophy has been successfully implemented since 1999 in very different financial and economic environments. Equity investment process: we use a bottom-up analysis which enables us to target the most attractive companies. Our investment universe is made up of the 400 largest European companies (normally with a market capitalization of over eur 3 billion). The first stage consists in identifying investment candidates by applying financial criteria such as return on equity (roe track record, future earnings and debt level. In the second stage we subject the candidates to fundamental analysis: Analysis of return on invested capital (roic ratio of debt to free cash flow and future earnings and dividend prospects. Analysis of competitive advantage based on the michael Porter model,. Competition, potential new entrants, customers, suppliers and any substitution products.
For clients sensitive to the the major current social and environmental issues and their impact on their investments, we propose a sustainable finance type discretionary power. By extension, we provide access to financial, fiscal and legal expertise, in view to allow a consolidation of family patrimonial issues (Family Office services). Investment process for mutual funds (long only de pury pictet Turrettini co ltd seeks out managers which have a consistent, original (differentiated) and stable long-term stratégies. We seek to invest with managers which we have identified as providing long-term outperformance allowing for little fund rotation. Those managers must have a track record of out-performance in different market cycles. We develop long-term relationships with those managers and regularly monitor their performance by meeting with them. Although predominantly qualitative in our selection process, a quantitative analysis is also performed. Asset management de pury pictet Turrettini co ltd also manages securities portfolios for families and institutions. Read More, asset management de pury pictet Turrettini co ltd also manages securities portfolios for families and institutions.
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Ppt - asset management Geneva, since 1996, de pury pictet Turrettini co general ltd has accompanied its clients, private and institutional, in their search for a lasting solution to their wealth management needs. In view of our experience and knowledge, we interpret their varying needs and expectations in order to deliver a thorough, focused and personalised service. Private banking de pury pictet Turrettini co ltd. Read More, private banking de pury pictet Turrettini co ltd. S main objective is to fully understand all of our clients specific needs and objectives for their assets. As advisors, we pride ourselves to propose customised investment strategies adjusted to our clients individual needs. The adequate investment strategy will depend on several factors such as: investment objective tolerance to risk time horizon estate planning retirement planning tax issues legal matters.