The Team

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.

Jean-Marc Wenger

Managing Partner

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

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.

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 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.

Roger Viret

Director

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 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, enthusiasm and adaptability at the service of a clientele with unique lifestyle, combining global resources and individual access.

Philippe Givel

Director

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.

Eric Morf

Director

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.

Sandra Aguiar

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

Relationship Manager

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 Canas

Wealth Manager

Pedro est un économiste titulaire d’une maîtrise en économie d’entreprise qui a étudié et commencé sa carrière bancaire à Caracas, au Venezuela, où il a été recruté par la banque ANZ pour travailler à New York en tant que négociateur de titres à revenu fixe des marchés émergents en 1994. Après 21 années de succès à Wall Street (ANZ Bank, Bear Stearns, Oppenheimer & Co. et RBC), Pedro est au service des particuliers latino-américains à valeur nette élevée et ultra élevée depuis la Suisse depuis 2016 (Credit Suisse & WISE Management), accumulant un total de 32 ans d’expérience en Wealth Management, Sales & Trading et Investment Advice.

Pedro Canas

Wealth Manager

Bio to come…

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 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.

François Douffiagues

IT Manager

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.

Philippe Hofer

Manager

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

Alice Monteiro

Compliance

Bio to come

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Maria Linares

Assistant

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

Assistant

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

Silvio Clavadetscher

Wealth Manager

Silvio graduated from the International Banking School in New York and worked for Credit Suisse Group for 11 years in Switzerland, USA, Brazil and Russia,.
He then joined Merrill Lynch in Geneva. Since 2003 he has been covering the Eastern European and Russian clientele.
He was heading the Representative office in Moscow for a major Swiss Bank in 2008 and held managerial positions and advised clients at LGT and Bank Vontobel. At Wise Management he brings in his expertise as a wealth manager for Eastern Europe and Russia.

Rafael Cumplido

Financial Analyst

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.