independent Wealth management

Let’s build together
the pillars of your wealth

Plan, Invest, Perform

Our offer

Institutional asset management

Pension

Elite Fondations

EAM MANDATES

Standardized or tailored strategies

An institutional strategy

based on active asset class management and implemented with mainly passive financial products;

An expertise in occupational pension

with a permanent follow-up of the level of risk and the latest legal or regulatory provisions;

A privileged access

to the best investment vehicles with an optimization of product-related fees.

Pension

Groupe Mutuel

OPTIMA PENSION MANDATE

OPTIMA 30 strategy

A pension plan tailored

to the specific requirements of each company;

A flexible plan

with attractive risk premiums that are lower than the market average;

Institutional management

transparent and efficient.

Private Banking

EAM MANDATES

Standardized or tailored strategies

A personalized and adapted follow-up

to your needs and knowledge;

Permanent monitoring

of your portfolio and risk level;

Institutional management

transparent and efficient.

Independent asset managers

ADVISORY MANDATE EAM B2B

Tailored strategies

Exclusive access

to Elite Fondations services;

Intervene in management

with your investment advisors;

Simplified administrative processes

with no need to change your FINMA authorization.

Company

Elite Asset Management

Elite Asset Management (EAM) is an independent asset manager with FINMA authorization for collective investments.

EAM manages pension funds and private assets. Our company is one of the asset managers approved by Elite Fondation de prévoyance, Elite Fondation 1e and Elite Fondation de libre passage.

Our team has recognized experience in Switzerland in the fields of occupational benefits and institutional asset management.

EAM stands out for its transparent and efficient institutional approach, based on a rigorous selection of financial products.

As we are remunerated solely by our clients, we deliver totally independent, personalized advice, and are committed to putting our clients at the heart of our business model.

Resources

The Elite Asset Management Team

EAM is managed by a team of professionals with proven experience in asset management and risk management. The independence of our Board of Directors guarantees the proper functioning of the company.

Stéphane Bise

Stéphane Bise

Chairman of the Board of Directors

Michel Aubry

Michel Aubry

Board of Directors

Stéphane Salamin

Stéphane Salamin

Board of Directors – CEO & Founder

Nicolas Gut

Nicolas Gut

COO & Founder

André M. Zeder

André M. Zeder

CIO - Chairman of the Investment Committee

Philippe Massard

Philippe Massard

CRO

Jean-Baptiste Hansenne

Jean-Baptiste Hansenne

Portfolio manager

Aarush Jawdekar

Aarush Jawdekar

Assistant Portfolio Manager

Fernando Martins da Silva

Fernando Martins da Silva

Member of the investment committee

Danièle Felley

Danièle Felley

Independent consultant

Contact

You wish to discover our services?
Contact us by phone or e-mail to arrange a meeting.

Elite Asset Management

Rue du Mont-Blanc 14            1201 Genève

info@eliteassetmanagement.ch

+41 22 512 30 00