Our Team
Whether you’re looking to protect your assets or grow them, having a team with strong synergies is a real advantage. Each member of our team brings unique expertise, passion and dedication. From innovative thinkers to precise planners, our team embodies collaboration, creativity and the pursuit of excellence.
Discover the faces behind our success and the stories that fuel our motivation:

CEO & Founder
With a PhD in Finance from Kenan-Flagler Business School in North Carolina, Carlos has consolidated his reputation in…

COO & Member of the Board
Alain Benoit has extensive experience in the financial sector. His impressive career includes key roles that …

Board member
Cédric Anker has extensive financial expertise and an exceptional professional background Since 2019, he …

Chief Investment Officer
Riccardo has extensive experience in the financial markets. His career began in 2000 as a …

Chief Compliance Officer
Zeinab has joined SFM as Chief Compliance Officer. She has extensive experience, particularly in …

Managing Partner
With over 25 years’ experience in wealth management and strategic consulting, Pascal accompanies a clientele …

Managing Partner
Kuhapriya has more than twenty years’ experience in managing high-net-worth clients in the luxury goods sector, …

Managing Partner
Selma joined SFM as Managing Partner after a successful career spanning more than 25 years as a senior wealth …

COO & Co-founder
As co-founder, managing director and COO of Swiss Finance Management International SA, Leonora has …

Onboarding specialist
With more than twenty years’ experience in finance and investment, Katia previously held the position of …

Managing Partner

Client Services & Administration Associate
With several experiences in financial analysis and project management, Darya stands out for her ability to …

Head of institutional sales
After more than 20 years working for major international groups, Nicolas joined SFM to put his knowledge and experience to good …