✦ 20+ years as an Investment Business Manager. ✦ Managed portfolios over $3B. ✦ Leadership roles at Citibank and Coutts. ✦ Economics and Finance degrees from Cambridge.
✦ 30+ years in private banking. ✦ Managed major private banking divisions of financial institutions. ✦ Ex-Chief Advisor, Kuwait Real Estate; Ex-Country Manager Bank of America Switzerland. ✦ Master of Law degree and MBA from the University of Leiden and University of Oregon.
✦ 30+ years in client relationship and investment management. ✦ Ex-VP at Pictet Bank and EFG Private Bank. ✦ Roles at Synergy Asset Management across Europe, Japan, and India. ✦ BA in Economics, trilingual (English, French, Italian).
✦ 20+ years advising family businesses/private banking. ✦ Ex-Senior Banker at UBS, Bank Worms. ✦ BA in Economics from University of Geneva. ✦ Quadrilingual: French, Greek, English, Italian.
✦ 25+ years in private banking/asset management. ✦ Ex-Director at Ferrier Lullin & Cie. ✦ Ex-Portfolio Manager at Bank of America. ✦ Trilingual: French, English, Spanish.
Team
Jay Oberai - CEO ✦ 20+ years as an Investment Business Manager. ✦ Managed portfolios over $3B. ✦ Leadership roles at Citibank and Coutts. ✦ Economics and Finance degrees from Cambridge.
Fred Schut - CIO ✦ 30+ years in private banking. ✦ Managed major private banking divisions of financial institutions. ✦ Ex-Chief Advisor, Kuwait Real Estate; Ex-Country Manager, Bank of America Switzerland. ✦ Master of Law degree and MBA from the University of Leiden and University of Oregon.
Karl Bredy - COO ✦ 30+ years in client relationship and investment management. ✦ Ex-VP at Pictet Bank and EFG Private Bank. ✦ Roles at Synergy Asset Management across Europe, Japan, and India. ✦ BA in Economics, trilingual (English, French, Italian).
Yiannis Skeparnias - Partner ✦ 20+ years advising family businesses/private banking. ✦ Ex-Senior Banker at UBS, Bank Worms. ✦ BA in Economics from University of Geneva. ✦ Quadrilingual: French, Greek, English, Italian.
Edmond Viedma - Partner ✦ 25+ years in private banking and asset management. ✦ Ex-Director at Ferrier Lullin & Cie. ✦ Ex-Portfolio Manager at Bank of America. ✦ Trilingual: French, English, Spanish.
