Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- Uo
Lists including Mark
Work Experience
2018
Founding Partner
2018
2014
Partner & Board Member
2014
Consummately liquid, client-friendly core portfolios with an ESG overlay for UHNW investors, wealth managers and family offices. Secure Wealth Management is a boutique asset manager based in Geneva, Switzerland. Working in partnership with BlackRock and UBS, we offer a selection of actively-managed, highly liquid ESG ETF portfolios, for UHNW clients, wealth managers and family offices. We have been running our strategies for well over a decade and are proud of an outstanding track-record in absolute, relative and risk-adjusted terms. The core team of five investment professionals has combined experience of almost 100 years.
Independent Consultant
2009
Capital Markets & Investment Consulting: Sustainability, Technology, Healthcare, Infrastructure, Fintech.
2006 - 2009
Managing Director
2006 - 2009
Head of Research
2002 - 2006
Managing Director
2002 - 2006
Head of Research
1999 - 2002
Managing Director, Head of Swiss Equity Research
1999 - 2002
Managing Director, European Healthcare & Medical Technology Research
1999 - 2002
1995 - 1999
Director, Senior Equity Analyst
1995 - 1999
1991 - 1995
Equity Research
1991 - 1995