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. »
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.
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.
Partner – Head of Compliance
Graduate in Literature 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.
Bio to come.
Jean-Philippe Gigon has gathered a wealth of experience by renowned banks, UBS, Banco Santander, J.P. Morgan and Landolt & Cie, in Switzerland and internationally. 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.
A 30-year career enriching with well-known entities such as UBS, Lloyds Bank plc and Landolt & Cie SA have allowed Mr. Roger Viret to gain unparalleled experience in the service and wealth management of his Iberian clientele. Roger Viret has decided to join W I S E Management to offer his know-how and personalized service to his Spanish-speaking clientele.
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, enthusiasm and adaptability at the service of a clientele with unique lifestyle, combining global resources and individual access.
With several years of experience in the financial field, Philippe Givel began his career in New York in investment banking, notably with Merrill Lynch, LF Rothschild and SG Warburg PLC in charge of institutional clients. in Switzerland and Europe. He then continued his career with a major local financial company active in wealth management, consulting and the administration of companies. Philippe Givel joined WISE Management to serve Swiss and European clients.
30 years of experience in Private banking in Switzerland. Solutions driver in financial services, proven multilingual expert in international business development. Excellence in selling the Swiss specificity around the world.
Expert of Middle East, Africa and Asia.
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.
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.
Pedro is an economist with a master’s degree in business economics who studied and began his banking career in Caracas, Venezuela, where he was recruited by ANZ Bank to work in New York as an income securities trader. emerging markets fixed income in 1994. After 21 successful years on Wall Street (ANZ Bank, Bear Stearns, Oppenheimer & Co. and RBC), Pedro has been serving Latin American high and ultra-high net worth individuals from Switzerland since 2016 (Credit Suisse & WISE Management), accumulating a total of 32 years of experience in Wealth Management, Sales & Trading and Investment Advisory
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 10 years before joining W.I.S.E. Management S.A. in 2009.
Mrs Grandjean is acting as an assistant and is also responsible for all logistical and organizational follow-up procedures.
Benefiting of an architectural training from the Special School of Architecture in Paris, François Douffiagues, in parallel with his studies, became a computer teacher for the other students of the school and created his own consultancy firm. After more than 25 years of experience, as a certified specialist and administrator, he ensures the smooth operation of W I S E Management’s technical infrastructure. Since 2010, he is in charge of development and rapid support to users, in an increasingly connected world dependent on the new technologies.
Mr Hofer is acting as responsible for all and organizational follow-up procedures.
Bio to come
Holder of a CFC after an apprenticeship at UBS, she joined Wealth Management as management assistant. Maria worked for 15 years in private banking with UBS SA then at Pictet & Cie, for clients based in Latin America, Portugal and Spain. She left the banking world to work in a Multi Family Office for 20 years. With a long experience with customers, fluent in Spanish and Portuguese, she provides us with support and know-how quickly, precisely and responsibly. She joined our team in 2021.
Carolina Penteado Navalho
Holder of a Federal Certificate of Proficiency in the Banking Sector, Carolina Penteado Navalho started her career as a client advisor in the Cash Desk of Credit Suisse. In 2018, she decided to joined W.I.S.E. Management to make the best use of her enthusiasm, ambition and team spirit, working directly with the Portuguese clientele
Mr. Cumplido has 20 years of banking experience in Switzerland (Geneva). First of all as a stock and bond trader within Banque Franck SA. Subsequently, joining Credit Suisse he will assume the role of Investment Consultant for a sophisticated South American clientele. In 2007, he joined Banque Safdié as a Relationship Manager, again for clients in South America. In 2014, he assumed the same position with an independent asset manager of the place.