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The Team

Be in good hands

The preservation of your private sphere, a personal and constant availability , a tailored follow-up, perseverance, fidelity, are the values and the attitudes uniting us and binding us to every client. Adding to this  is the search for solutions meeting your needs, combining performance and security. Experience has taught us to value only the significant, while at the same time caring for detail. 

 

This is the engagement W.I.S.E. Management offers you, and vows to respect. 

 

 

«Somebody once said that in looking for people to hire, you look for three qualities : integrity, intelligence and energy. And if you don’t have the first, the other two will kill you. » 

 

Warren Buffet

 

 

Louise Dupont
Administrator

Graduate in economics at Geneva University. Mrs Dupont spent 25 years with international brokers such as Merrill Lynch, Donaldson, Lufkin & Jenrette and Credit Suisse First Boston.
She also chairs the Investment Committee of W.I.S.E. Management SA. Mrs Dupont is an independent financial consultant.
She brings us not only a sophisticated knowledge of the markets and her analytical expertise, but has assembled a group of outside experts to give investment advice and carry out independent monitoring of management work. Mrs Dupont is an NYSE Registered Representative.

Jean-Marc Wenger
Director

Graduate in Economics at Geneva University, Mr. Wenger has the benefit of a long experience in private banking, first at UBS then at Crédit Lyonnais, in Brazil and in Switzerland, and finally at a leading independent asset manager. His responsibilities include the strategic development of the firm.

Philippe Favre
Director

Graduate in Litterature at Geneva University. He also holds the Certificate of Compliance Management.
Mr Favre has the benefit of 5 years’ experience in international business and 9 years with a leading independent asset manager. His responsibilities include administrative management.

Jean-Philippe Gigon
Director

Jean-Philippe Gigon has gathered a wealth of experience by renowned banks, UBS, Banco Santander, J.P. Morgan and Landolt & Cie, in Switzerland and internationnaly. Jean-Philippe joined W.I.S.E. Management in 2016 to offer his Latin-American clients his unique knowledge and passionate tailor-made service. Jean-Philippe heads the Investment Committee.

Roger Viret
Director

Juan Marcos
Director

Larissa Johanson
Director, CFA

Larissa enjoys an international academic education: ESSEC Paris, LSE London, McGill Montreal, Valmont Lausanne. Her work experience at the United Nations, Nestlé, Deutsche Bank and Landolt & Cie did add to her agility, technical diversity and acute human touch. Today Larissa puts all her talents, enthousiasm and adaptability at the service of a clientele with unique lifestyle, combining global resources and individual access.

Sandra Aguiar
A senior executive with power of attorney

Mrs Aguiar has more than 15 years of experience in asset management with Lombard Odier, Banco Santander and an independent manager, and allows us to benefit from her professional capabilities in dealing personally with French, Spanish and Portuguese - speaking clients.

Victor Gavian
Assistant

Mr Gavian has  20+ years of experience in private banking, gathered at a prime swiss bank. Victor offers precise, timely and fast execution whilst mastering the whole product and services palette.
His language skills, french, english and spanish complement perfectly his communication skills.

Noémia Relva
Junior Relationship Manager

Noemia has more than 10 years of experience in the Private Banking sector. Multilingual and adept at working with both national and international clients, she has filled several positions in well establiched banks such as Credit Suisse and UBS. Extremely dedicated, Noemia joined W.I.S.E. Management in 2016 to offer her meticulous, structured and client-centric approach to high net worth individuals.

Caroline Grandjean
Office Manager

Holder of a commercial degree. After beginning her career in the retail trade, Mrs Grandjean changed her activity to working for an independent asset manager for 8 years.
Mrs Grandjean is acting as an assistant and is also responsible for all logistical and organizational follow-up procedures.

François Douffiagues
IT Manager

Philippe Hofer
Manager

Mr Hofer is acting as responsible for all and organizational follow-up procedures.

Claudia Andrade
Assistant

Holder of both a Certificate of Proficiency in Commercial Business and a professional baccalaureate, Claudia Andrade spent longer than one year working for the Crédit Agricole Switzerland S.A.
Her professional path in a multinational fiduciary in multiple offices such as Tax, Audit & Marketing, has given her assiduity, diversity and professionalism.
Claudia Andrade puts her enthusiasm, diplomacy and polyvalence at the service of W.I.S.E Management SA, using her linguistic skills with English, Portuguese, Italian and Spanish clients.

Carolina Penteado Navalho
Assistant

Holder of a Federal Certificate of Proficiency in the Banking Sector, Carolina Penteado Navalho started her career as a client advisor in the Cask Desk of Credit Suisse. In 2018, she decided to joined W.I.S.E. Management to mahe the best use of her enthusiasm, ambition and team spirit, working directly with the Portuguese clientele.