Management Assistant
After obtaining the CFC and 2 years in a small Geneva private bank, Laurence Rudaz works for six years in a small Geneva wealth management company as assistant and head of back office. She then spent 14 years at Credit Agricole (Suisse) SA Geneva as a management assistant in the “Financial Intermediaries” department. She joined BvB & Cie Lausanne in 2017 as a management assistant.
Managing Director of BVB Advisory UK
jacopo.redi@bvb-advisory.com
Background
Jacopo Redi has spent 20 years in the financial world in London, starting his career at Lombard Odier where he became a Senior Portfolio Manager in Fixed Income. In 2004 he became a Partner of a Fund of Hedge Funds Boutique that was Investment Advisor to Funds of Société Générale Lyxor and BNP Paribas with a successful 13 year top quartile track record. Jacopo joined BVB & Cie in 2016 and is responsible for the London subsidiary, BVB Advisory UK.
Education
Assistant Portfolio Manager
After graduating from HEC Lausanne coupled with a year at the University of St. Gallen in Business Administration, Julien started as a business support intern at Lombard Odier & Cie. Following his first experience in private banking, he undertook an internship at Gottex brokers, a Swiss-based interbank and institutional broker. At the end of his internship, he was promoted to junior broker. In the beginning of 2018, he joined BvB and Cie as an Assistant Portfolio Manager.
Non exec. Board Member
Dr es Economics sciences HEC Lausanne, Mr Rumpf began his career at Swiss Bank Corporation in Switzerland and all around the world, in a very high level of Management. In 2014 he became Head of a Family office and consultant.
Board Member of Berger, van Berchem & Cie SA since 2013.
Non exec. Board Member
Background
Alan Hughes is a lawyer who is mostly active in the field of taxation, whether domestic or international. Alan Hughes also deals with contracts, estate planning and private international law matters in particular.
He advises private individuals and families but also middle-size companies. He is also involved in administrative proceedings carried out under the provisions of double tax agreements.
Alan Hughes works both in French and in English.
Key stages in his career:
Asset Manager
eem@bvb-cie.ch
Background
Eric Morf spent 31 years in the financial world in Switzerland, starting his career in bonds and stock trading. After an experience in trade finance and institutional sales, he spent 18 years in Wealth management, working successively for Lloyds TSB Bank for 11 years and Barclays Wealth for 7 years. In both institutions, he successfully took part of the development of the Bank and opened new markets.He joined BVB & CIE SA in June 2011.
Education
Asset Manager
lp@bvb-cie.ch
Background
Louis Pipoz benefits from 15 years of experience as a fortune manager with Crédit Suisse and UBS in Lausanne and Montreux. He has also for 10 years looked after overall advice for private clients and insurance advice for company and private clients with two leaders in the filed of insurance in Switzerland. He completed his approach to overall advice by holding, for 3 years, the responsible position with the sales service of the Prologis property company.
Management Assistant
em@bvb-cie.ch
Background
Ms. Menoud decided to work as a management assistant in 1988, at which point she joined Lombard, Odier & Cie. She worked at that firm for 20 years, of which 17 were spent with the Middle East group. In 2008 Ms. Menoud decided to make a career change and joined UBS’s Wealth Management & Business Banking Switzerland unit, where she worked on the FIM (financial intermediaries) team.
In September 2008 she joined us at BvB & Cie as assistant to Guillaume van Berchem.
Education
Wealth Manager
After stuying at HEC Lausanne , he joined a US brokerage investment firm in Geneva, Wertheim Schroder & Co and in parallel, studied finance at NYIF in 1992 ; then joined for a period of 9 months , Chicago’s investment firm Hahn Holland & Grossman, a consultant in strategy and management for institutional clients. He holds NYSE and NASD Serie 7, 3 and 63. When returning to Switzerland, he joined a private bank in Geneva, Ferrier Lullin to head the US trading desk in equities and derivatives ; after 3 years, he headed the Advisory Desk for independant asset managers. In 1996, joined HSBC Guyerzeller Bank, a private bank of the HSBC Group in Switzerland. He headed the portfolio management in Geneva for the team of private bankers, and became senior member of the Investment Comitee in Zurich . During that period, he accomplished a federal degree in finance as a certified international wealth manager CIWM from the Institue for Studies in finance and banking. In 2010, he joined a team of private bankers at PKB privatbank in Geneva, as head of advisory and also active as wealth manager. By the end of 2016, he joined BvB & Cie as a wealth manager and was invited to join the investment comitee lately, as equity specialist.
Asset Managers
Après quelques années dans le commerce de détails, Giuseppe Munafo s’occupe pendant 5 ans de conseil en prévoyance privée et professionnelle auprès de SwissLife. Il est notamment spécialiste crédit immobilier pour l’agence SwissLife de Morges.
En 2007, il rejoint l’UBS en tant que conseiller wealth management auprès des agences de Lausanne et de Morges. Il est promu responsable de team en 2011. Il continue de parfaire ses connaissances dans le domaine des crédits en traitant des cas complexes pour une clientèle haut de gamme.
Formé au conseil global, il défend l’approche du banquier de famille pour accompagner les générations futures et assurer une transition optimale.
En août 2018 il intègre l’équipe de BvB & Cie comme gérant de fortune avec le titre de sous-directeur.
Asset Manager
vdk@bvb-cie.ch
Background
Vincent de Kerchove benefits from 30 years of experience as a banker, more than 20 years as Asset Manager. In charge of the team Belgium, Netherlands and Luxembourg he joined the Banque Privée Edmond de Rothschild SA in 2006 and in 2011 took responsability of the team.
In January 2016 he joined BvB as Asset Manager.
Education
Analyst and Manager
wm@bvb-cie.ch
After a degree in Economics from the University of Geneva in 1993, he joined Banque SCS Alliance in 1994 as CIO assistant and acquired experience as a trader on the advisory desk for equities, structured products and dérivatives. He headed the Advisory desk for private clientele in 2001 for 2 years before taking responsibilities as portfolio manager in charge of the team managing Eastern Europe and Middle East clients in 2003. In 2008 he joined ING Private Bank as senior portfolio manager.
In 2010 he joined Julius Baer as senior asset manager in charge of Special mandates for the High Net Worth clients. He left Julius Baer in 2013 to join BvB & Cie as a global asset manager.
Asset Manager
olivier.berger@bvb-cie.ch
Mr Olivier Berger worked for many years at Swiss Bank Corporation in differents Wealth Management Departments. In 2001 he joined an external asset manager, Norfinance Gestion SA, as an Asset Manager. After termination in business of Norfinance, the clients have been transfered to BvB & Cie and Mr Berger joined the Company in January 2016.
Management Assistant
ad@bvb-cie.ch
Background
Audrey Dixon worked during 3 years at Lombard Odier, before joining Julius Baer as Management Assistant. She joined BvB & Cie SA in June 2013 as Dominique Fiaux’s assistant.
Education
Reception - Administrative assistant
ob@bvb-cie.ch
Asset Manager
ea@bvb-cie.ch
Background
Esther Abbura joined Berger van Berchem in Mai 2016 after 15 years spent with KBL (Switzerland) Ltd as a Wealth Manager in their Lausanne and Geneva offices. Esther began her banking career in 1992 in the Wealth Management division of Swiss Bank Corporation in Lausanne. Esther previously held various management roles in the administrative and financial departments of Swiss and International companies for nearly 14 years before entering the wealth management industry.
Reception - Administrative assistant
jw@bvb-cie.ch
Background
Julie Wermelinger has been working successively since 1999 as a secretary in a trading company and a major trust company.
She joined BvB & Cie SA in June 2011 as a receptionist and administrative assistant.
She is fluent in French, English and Russian.
She studied literature at Geneva University.
Asset Manager
dominique.fiaux@bvb-cie.ch
After a degree in Economics Sciences from the University of Geneva she joined Banque de Paris et des Pays-Bas in 1983. In 1989 she started at Lombard Odier Geneva as Manager in charge of a Management team during 10 years. In 2009 she joined Julius Baer as Manager and finally started at BvB & Cie in June 2013 as Director.
Board Member
gvb@bvb-cie.ch
Background
Guillaume van Berchem began his career as a financial analyst at SBS in Basel and New York. He joined Ferrier Lullin & Cie S.A. in 1988 as a client portfolio manager, and was subsequently promoted assistant director in charge of a wealth management group.
He joined Jean-Michel Berger & Cie in 1996 and became a partner in 1997, leading to the creation of Berger van Berchem & Cie.
Education
Manager
Thierry Meyer (1964) est depuis janvier 2018 associé de Dynamics Group SA, l’un des leaders suisses du conseil stratégique en communication. Tout au long de sa carrière, il a développé un important réseau économique, médiatique et politique en Suisse. Il a acquis une expérience de plus de trente ans dans la presse, en Suisse et à l’étranger. Chef de la rubrique Economie du quotidien Le Temps, et auparavant du Nouveau Quotidien, correspondant permanent à Londres (2000–2004), correspondant parlementaire à Berne (2004–2006), il a été le rédacteur en chef de 24heures (principal média du canton de Vaud) de 2006 à 2017, adaptant une rédaction de plus de 100 professionnels au virage numérique. Dans le cadre de son mandat à 24heures, il a réalisé plusieurs projets d’envergure, comme concepteur et fundraiser (spectacle, séries de reportages, livres).
Il est titulaire d’une licence en Sciences politiques (Université de Lausanne) et d’un Master of Science in International Studies (Connecticut State University, USA).
Principales étapes de sa carrière :
– Chef de la rubrique économique, Le Nouveau Quotidien puis Le Temps (1995-2000)
– Correspondant permanent à Londres, Le Temps (2000-2004)
– Correspondant parlementaire à Berne, Le Temps (2004-2006)
– Rédacteur en chef, 24heures, Lausanne (2006-2017)
– Associé, Dynamics Group SA (dès 2018)
Management Assistant
sg@bvb-cie.ch
Background
After obtaining her CFC, Stéphanie Grünenwald worked for six years at Société de Banque Suisse. She was a management assistant in a department which specialised in fiduciary and legal clients. She then worked at LODH & Cie for one year before joining BvB & Cie in 1998. Ms. Grünenwald is assistant to Jean-Michel Berger, Mathieu Berger and Nicolas Stepczynski.
Education
Chief Executive Officer
jbr@bvb-cie.ch
Background
Mr. Rivier spent ten years with Swiss Bank Corporation, working in Lausanne, New York and Basel within the legal and financial sectors. He joined Credit Suisse Lausanne in 1994 as a member of management in charge of the domestic private banking sector.
He joined BvB & Cie in 1997 to run the new Lausanne office.
Education
Assistant Manager
sr@bvb-cie.ch
Background
Sylvie Privat trained as a banker and then worked for four years at Swiss Bank Corporation as a management assistant in a department that provided services to finance professionals, lawyers and fiduciaries.
She joined BvB & Cie in 1995 as assistant to Jean-Michel Berger, founder.
As management assistant, she also handles our personnel administration.
Education
Asset Manager
yd@bvb-cie.ch
Background
Mr. Dubois worked for a decade at Swiss Bank Corporation in various financial roles before joining a regional bank in 1997, where he was a member of management and head of wealth management for French-speaking Switzerland. At BvB & Cie he is Deputy Director of the Lausanne Office.
Education
Chief Investment Officer
matthieu.berger@bvb-cie.ch
Background
Matthieu Berger spent a year at Credit Suisse First Boston, in Frankfurt, and then joined Lombard Odier Darier Hentsch & Cie in Geneva, where he worked as a financial analyst. He took part in the development of sectorial analysis at that firm and specialised in energy and chemicals. In 2000 he began working in LODH’s institutional asset management department, where his duties were focused on international equity mandates. He left LODH in 2001 to join BvB & Cie. Mr. Berger is a Chartered Financial Analyst (CFA) and has been a managing partner at BvB & Cie since 2002.
Education
Compliance Officer
mf@bvb-cie.ch
Background
Michelle Follet began her career with a Geneva-based independent portfolio manager. She then went into the banking sector, first with a large establishment (Credit Suisse) and then with a private bank (Mirabaud & Cie), gaining a solid knowledge of the field.
She spent 15 years developing services offered to independent portfolio managers, and then decided to cross back over and joined BvB & Cie.
Education
Asset Manager
Nicolas.Stepczynski@bvb-cie.ch
Background
Nicolas Stepczynski’s first professional experience was as a delegate of the International Committee of the Red Cross, first in Iraq and then in Thailand.
After receiving certification as a financial analyst, he joined Lombard Odier Darier Hentsch & Cie in 1989 and worked for that firm in Geneva, Montreal and London until 2007. He also spent time in Bermuda on several occasions, where he helped set up the portfolio management control systems used by LODH’s “Trust Cie” structure. He joined BvB & Cie in 2007 as a partner.
Education
A united team made up of diverse and complementary individuals – that’s the ideal starting point.
A complete set of competencies and knowledge – that’s a necessity that we fulfil.
A shared philosophy, that of the guide, with the focus on responsibility and loyalty – that’s our difference.