For over 50 years, we have guided our clients through the complexities of the financial world.
As your family’s needs evolve over the time, we find the most appropriate solution to help you structure, protect and increase your assets.
Because our investment horizon is not day to day, but generation to generation.
It’s not what you do. It’s the way you do it.
As pure investment managers, we have no conflicting activities so our advice is always impartial. Your interests always come first.
You are our partner. We provide you with comprehensive information and explain our investment views, so you can have a clear understanding of our processes. And, as we invest alongside our clients, we practise what we preach.
Spending time with you is essential, because a deep and mutual understanding is the only way to provide the solution that really fits your needs.
We wish we were perfect. We know we are not, but we relentlessly look for ways to improve our processes and our services, both through innovation and by thinking out of the box.
With a discretionary mandate, you delegate the daily investment decisions to a team of seasoned professionals.
After a thorough assessment of your needs and preferences, we will regularly advise you on investment ideas and portfolio restructuring suggestions.
Finding the right way in uncharted territory can be tricky.
But our clear principles allow us to stay on course.
By looking further ahead, we capture major trends instead of following the chimera of market timing.
By running after benchmarks, you never arrive ahead. But active managers, led by strong convictions, can add value through alpha generation.
No single firm can be the best in every field, but a few talented fund managers consistently outperform their peers. So, for 50 years, we have developed a unique expertise in identifying and monitoring the best external managers. With over 600 manager visits every year, we have built a unique manager network.
The best way to win is to avoid losses. Capital preservation is therefore our top priority and our goal is not to beat an artificial index but rather to deliver positive returns in various market conditions.
Damiano Paternó Castello joined Notz Stucki in 2009 to become a Partner and Director. He now heads the wealth management business line and is a member of the Asset Allocation Committee.
Prior to joining the firm, he was an executive director at Morgan Stanley for over a decade. Before that, he was a portfolio manager for high-net worth clients at JP Morgan and HSBC Guyerzeller Bank.
He holds a Political Sciences degree from the Lausanne University.
Frédéric de Poix joined Notz Stucki in 2013 and oversees the development of private clients, in addition to managing portfolios.
After starting his career in 1985 as a coffee trader at Sucres et Denrées and as a regional manager at Finagrain, a subsidiary of the Continental Grain Company, he worked in private wealth management at Morgan Stanley and Hyposwiss for 15 years.
Frédéric is a graduate of the Bachelor of Business Administration program of EPSCI/ESSEC GROUP (France).
Sébastien Poiret joined Notz Stucki in 2008 and manages funds of hedge funds and private client mandates. He also oversees the development of the Group’s offices in Mauritius.
Prior to joining Notz, he served as a Trader, Head of Manager research and Portfolio Manager in the USA and Switzerland for a single hedge fund (1998-2004) and for Optimal (2004-2008), Grupo Santander’s fund-of-hedge funds operations.
Sébastien holds a Bachelor’s degree in Corporate Finance from the ESPEME Business School (EDHEC Group) and an MBA in Finance and Economics from the Institute of Business Administration, both in Nice.
Mariangela Barresi joined Notz Stucki in 2018 as a relationship manager assistant for the Italian clients.
After starting her career in 2011 as an assistant in a private wealth management office in Geneva for 6 years, she worked for Unigestion in the Private Equity department as an assistant of the product manager. After that, she worked for Bank Degroof Petercam for 2 years.
Mariangela is graduated from the Commercial School of Geneva and has obtained a wealth management assistant diploma from Ifage (Geneva) in 2015.
Alessandro Boris joined Notz Stucki in 2013. He advises HNWI clients on structuring their wealth.
After beginning his career in 2008 as an analyst at Citi Private Bank in Milan, Alessandro joined Fante, a Swiss-Italian partnership involving Notz Stucki, where he developed investment strategies for HNWI with a focus on wealth structuring and was also responsible for tax and legal matters.
Alessandro holds a Bachelors’ degree in business administration and a Master’s degree in finance from the Bocconi University in Milan.
Giacomo Calef joined Notz Stucki in 2013. He manages Institutional and HNWI portfolios, advising clients on effective investment strategies.
Prior to joining Notz Stucki, Giacomo gained extensive wealth management experience at various banks, including Merrill Lynch International, Banca Albertini Syz and Azimut Capital Management SGR. He also served as a board member of the Italian holding company Saccaria Immobiliare e di Partecipazioni.
He holds a bachelor’s and master’s degree from Bocconi University in Italy, focusing on derivatives and investment banking, respectively.
Edgar Carvalho joined Notz Stucki in 2017 as Senior Wealth Manager for Europe and Latam.
Prior to joining the firm, he worked at the Edmond de Rothschild Group from 2000 to 2017, holding several business development positions for the Brazilian and Portuguese markets, before being appointed Deputy Head of the LatAm department, managing a team of 10 to 15 people. Before that, he worked for five years as Product Manager at an industrial equipment distributor in Portugal.
Edgar holds a Bachelor’s degree in Marketing Management from IPAM in Lisbon and several certifications in options & futures trading and alternative investing.
Catherine Duclos joined Notz Stucki in 2005 as an Assistant Portfolio Manager. She assists 4 Portfolio Managers and sits on the board of Notz Stucki’s corporate pension fund.
Catherine begun her career in 1987 at Swiss Bank Corporation then at UBS after the merger. She was Portfolio Manager and managed private and institutional clients in the Wealth Management department.
Catherine holds a Degree from the Commercial School of Geneva and a Private Banking Diploma.
Pablo Fernandez Canedo Bernal joined Notz Stucki in 2019 as Associate Director for Spain.
He started his professional career in 2013 at PricewaterhouseCoopers (PwC) and after that in Ernst & Young (EY), advising in both firms to clients of the financial sector on legal and regulatory matters, business and strategy consulting and M&A operations.
Pablo holds a Bachelor´s degree in Law from the CEU San Pablo University, a LL.M. by IE Law School and an MBA by IE Business School. Additionally, Pablo is graduated in international relations.
Juan Carlos Rodriguez Hergueta joined Notz Stucki in 2012 and heads the Group’s office in Spain.
Over his extended career in the financial industry, Juan Carlos has acquired a deep understanding of financial markets, private investments and wealth management. From 1994 to 2001, he worked from to 1994 to 2001 with the Banco Santander Group, where he became director of Marketing & Products for the UHNW unit. He then moved to M&B Capital Advisers, where he was a managing partner between 2001 and 2012.
He holds a law degree from the Complutense University of Madrid and an MBA from IE Business School.
Marc Hoegger joined Notz Stucki in 1989. He oversees the Notz Stucki investment funds, as well as our white label fund business. He also manages private and institutional clients.
Prior to joining the firm in 1989, he served as a Senior Auditor at PwC and held different positions in portfolio management at Bank of America and Chemical Bank (Suisse).
Marc is an economics graduate of Lausanne University (HEC).
James Macpherson joined Notz Stucki in 1994. He is the Chief Executive Officer of the London office, where he is responsible for managing client relationships and researching investments. He is a member of the Group’s Asset Allocation Committee.
Prior to joining Notz Stucki, he started his career at Smith & Williamson Securities in London in 1992.
James is a graduate of the University of St Andrews (UK).
Vincent Morisod joined Notz Stucki in 2015 as a portfolio and relationship manager for HNWI clients.
Before joining Notz Stucki, he worked at Pictet & Cie from 1997 to 2014 in the private wealth management department where, as a director, he oversaw a group of private banking specialists. His many responsibilities included developing the Japanese market. Prior to this, Vincent spent three years at Banca Commerciale Italiana and nine years at Credit Suisse, where he began his career as a stock exchange trader, portfolio manager and, ultimately, relationship manager.
Vincent holds a Master’s degree in economics from the University of Geneva and a diploma in financial analysis and portfolio management from the Swiss Centre for Investment Professionals (CFPI/AZEK).
Monica Nahum joined Notz Stucki in 2003 after having lived abroad for several years.
She works in the Wealth Management team as Assistant to a Senior Partner Manager.
Irene Olivet Mircea joined Notz Stucki in 2010, following the merger with Messidor Finance, and is a portfolio manager assistant.
After returning from a 10-year spell in her home country, Argentina, where she developed several entrepreneurial activities, she was executive assistant to the Managing Director of Banco Santander International and joined Banque Notz Stucki in 2003 until she went to the Geneva-based Wealth Manager Messidor Finance, where she worked since its founding in 2004.
Olivier Otti joined Notz Stucki in 2015 and manages investment portfolios for HNW clients.
For 20 years prior to joining Notz Stucki, he served at Pictet & Cie as a wealth manager for Brazilian and European private and institutional clients.
Olivier holds a business degree from Lausanne University (HEC) and is a Chartered Financial Analyst (CFA).
Yolanda Salvagni joined Notz Stucki in 2013 as a wealth management assistant.
She began her career in 2004 at Pictet & Cie as an assistant analyst in the financial research department. In 2006, she started to work with Spanish private clients for Wycombe Financial Services, a family office in Geneva.
Yolanda holds a Degree in Business Management from HEC Geneva University.
Mirjam Senn joined Notz Stucki in 1991, as a member of the client management team of the Zurich office.
Before joining Notz Stucki, she worked as an international securities trader and investment manager for the Adler & Co. private bank in Zurich from 1984 to 1990.
Mirjam is a graduate of the Zurich Business School (HFW).
Ramón Suanzes joined Notz Stucki’s Madrid office in 2012, where he is responsible for developing the Group’s client base in both Europe and Latin America.
Before joining Notz Stucki, he worked between 2003 and 2012 with M&B Capital Advisers in the same capacity. Prior to that, Ramón spent over 10 years with Banco Santander group, beginning as a junior officer in the International Division. He was assistant controller of international private banking, then assistant representative in Mexico before transferring to New York as an assistant vice-president. In 1997, Ramón became vice-president in Miami, responsible for UHNW clients. He returned to Spain in 2000 as the marketing director of LatAm private banking.
Ramón holds a Bachelor’s degree in business administration from the University of West Florida and an MBA from the University of Miami.
Mario joined Notz Stucki in 2014 as a private banker.
He has been working in the private banking industry for over 28 years, serving as senior vice-president of the Italian team at both HSBC Guyerzeller Bank and Pictet & Cie.
Mario is a business graduate of HEC Lausanne.
Bernard Tracewski first joined Notz Stucki in 1982 as a portfolio manager and was appointed CEO of Bank Notz Stucki & Cie SA in 2000. He has overseen Notz Stucki’s asset management activity from 2010 to June 2019.
In 2004, Bernard co-founded Geneva-based wealth manager Messidor Finance, which he headed until 2010, when the company merged with Notz Stucki. Since 2015, he is also a Board member and since 2019 Chairman of the Board of Banco Santander International SA.
Bernard holds a Master’s degree in business administration from Lausanne University (HEC).
Cristina Turchi joined Notz Stucki Europe SA Sucursal en España in 2012 as a marketing assistant and previously she was working at M&B Capital Advisers in Madrid. She helps the Madrid office with back office, clients and compliance tasks.
Cristina holds a degree in International and Diplomatic Science from Bologna University and a Master in Marketing from Ide-Cesem Business School, Madrid.
Laura West-Burt joined Notz Stucki in 2005. She manages company portfolios at the Group’s Bermuda office and ensures compliance with Bermudian laws and regulations.
Prior to joining Notz Stucki, she worked for 13 years at The Bank of Bermuda, eventually becoming assistant manager within the investment division.
Laura holds both a diploma and certificate in offshore business and administration from the Institute of Chartered Secretaries Association. She is also a Certified Anti-Money Laundering Specialist.
Sonia Xausa joined Notz Stucki in 2010 as wealth management assistant.
Since 1990, she has built a strong experience as a wealth management assistant. Prior to joining Notz Stucki, she worked at UBS Geneva. In 1999, Sonia joined Banque Notz Stucki before serving at Ferrier Lullin in 2004 after it took over the Bank’s activity, and then joined Messidor Finance.
She holds a Banking Generalist degree from UBS and an ISFB degree in Asset Management.