Senior Management team
Jérôme Moser
Senior Managing Director
Head of Asset Servicing & Consulting
Roxane Ecoffey
Managing Partner
Head of Wealth Solutions
Frédéric Leguillon , CWMA
Founding & Managing Partner
Head of Wealth Management
Client Business & Relationship management
Gabriel Rochette, CIIA
Partner
Senior Relationship Manager
Jean-Philippe Roguet
Managing Director - Partner
Head of Business Development
Guillaume Wegmuller
Senior Client Business Manager
Board of Directors
Daniel Stanislaus Martel, PhD
Partner
Chairman of the board
Alexandre Michellod, CAIA
Founding Partner
Board member
Jean-Sylvain Perrig
Board member
Claude Perret
Partner
Board member
Be FRESH !
"FRESH" est un acronyme composé à partir des valeurs qui nous tiennent à coeur : Friendly, Responsible, Efficient, Successful, Happiness. Forts d'une large expérience, nous maîtrisons les techniques et les processus fondamentaux de la finance. Notre volonté est de les revisiter pour y apporter une énergie nouvelle plus en phase avec les enjeux et les attentes de notre époque.
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