Wealth management
Let’s build together
the pillars of your wealth
Plan, Invest, Perform
Our offer
A complete range of wealth management services
Institutional management
Our EAM Income – 10 – 25 – 40 – 75 mandates
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.
Private Management
ELITE DISCRETIONARY
Our EAM Income – 10 – 25 – 40 – 75 mandates
A personalized and adapted follow-up
to your needs and knowledge;
Permanent monitoring
of your portfolio and risk level;
Dynamic management
through proactive follow-up of market trends.
Independent asset managers
Assistance
to the onboarding of your customers;
A validation of the BVV 2 compliance
portfolios with reporting to the Foundations;
A support
for all technical and administrative questions.
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.
History
In August 2022, PURE WEALTH MANAGEMENT SA became ELITE ASSET MANAGEMENT SA. Since its creation in 2019, our company has sought to offer a comprehensive wealth management service to its clients in order to enhance the value of their entire wealth (management of banking, real estate and pension assets). In this context, we quickly set up a strategic partnership withElite Fondation de prévoyance, Elite Fondation 1e and Elite Fondation de libre passage.
Encouraged by our growing success, we decided in 2022 with the above mentioned Foundations and Elite Office SA (administrative and accounting manager of the Foundations) to strengthen this collaboration by changing our corporate name and launching the process of FINMA authorization as managers of collective assets. This organization allows Elite Office SA to separate the activities of asset management and administrative management in order to meet the new legal and regulatory requirements. These different steps have enriched and expanded the range of our services, while maintaining our “PURE” philosophy based on transparency and independence.
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.
Board of Directors
Stéphane Bise
Chairman of the Board of Directors
Michel Aubry
Director
Stéphane Salamin
Director
Direction
Stéphane Salamin
CEO - Partner & Founder
Nicolas Gut
COO - Partner & Founder
Philippe Augsburger
CIO - Partner & Director
Collaborators
Philippe Massard
CRO
Jean-Baptiste Hansenne
Portfolio manager
Fernando Martins da Silva
Member of the Investment Committee
Stéphane Bise
Master in Law
35 years of experience in the field of occupational benefits, 27 years of experience in the financial world (trading, intermediation and brokerage).
Stéphane Bise obtained a Master’s degree in Law in 1985 at the UNIL and completed his training in Zurich in the field of banking and occupational benefit planning.
In 1992, he was commissioned to develop a technical and accounting management company for occupational benefits in French-speaking Switzerland. In 1995, he joined the Board of Directors of Bondpartners SA in Lausanne, a FINMA-regulated securities firm listed on the Swiss Stock Exchange (until 2015). He has also been a member of the Audit and Risk Committee of this company since 2011.
In 1997, Stéphane Bise founded the company Trianon SA and the Collective Foundation of the same name with several partners. With a national approach extended to the administrative management of human resources (pensions, salaries, personal insurance), the company experienced significant growth and was sold to the Groupe Mobilière in 2016.
After his departure in 2018, Stéphane Bise continues with two of his partners a consulting and project management activity with CAC SA, particularly in the fields of occupational benefits (Elite Fondations) and digital integrity (SwissTruth).
He will become Chairman of the Board of Elite Asset Management in 2022.
Michel Aubry
40 years of experience in the banking industry, including 20 years as head of BCV’s Asset Management department.
With a banking background, Michel Aubry began his career at BCV in the early 1980s in the areas of securities and credit management.
Between 1985 and 1995, he continued his career with Renault Finance, Chemical Bank and Crédit Suisse in Geneva in the areas of foreign exchange, cash management and derivatives arbitrage.
In 1995, Michel Aubry returned to BCV and specialized in pension funds. He was appointed Head of Institutional Investments in 1996 and has since devoted himself to the development and management of institutional assets.
In 2001, BCV entrusted him with the creation and implementation of the Asset Management department, which will remain under his management until 2022. He is a member of the Bank’s Investment Committee.
A committed entrepreneur who places quality of service at the heart of his priorities, Michel Aubry will become a member of the Board of Directors of Elite Asset Management in 2023 in order to contribute his expertise and professional experience.
Stéphane Salamin
Master HEC – certified CWMA
15 years of banking experience in Wealth Management and financing, an expertise in financial consulting.
Holder of a master HEC obtained in 2005, Stéphane Salamin pursued is entire career in finance.
After two first experiences as an accounting auditor and a recruiter of financial specialists, he continued his career from 2008 in credit and Wealth Management at the Cantonal Bank of Valais.
Beginning 2015, he joined the Julius Baer Group in order to develop and manage a private clientele. Certified Wealth Management Advisor (CWMA), Stéphane Salamin left his position as Director in 2019 and decided to found Pure Wealth Management SA. He brings his expertise in private banking and his entrepreneurial vision.
Nicolas Gut
MBA and certified USPI
19 years of experience as an entrepreneur with Real Estate expertise.
Holder of a Master’s in Business Administration obtained in 1997, Nicolas gut started his career in innovative companies active in new technologies.
In 2003, he created his first IT-services company in Geneva, and in 2007 founded a building automation and security company with nearly 50 employees.
After the sale of the entity in 2015, Nicolas Gut started in the Real Estate sector and developed the Valais branch of Luxury Places.
In 2019, Nicolas Gut founded Pure Wealth Management SA. He brings his experience of business management.
Philippe Augsburger
37 years of experience in trading and finance, an expertise in investments.
Philippe Augsburger began his career at UBS in 1986 in foreign exchange and precious metals operations. Since 1989, he has specialized in Forex and interest rate trading for the Bank’s own account.
In 1992, he joined Crédit Foncier Vaudois (taken over by BCV in 1996) as treasurer and was in charge of refinancing operations, balance sheet rate management and projects related to the SNB.
In 2000, Philippe Augsburger continued his career at the International Olympic Committee as head of treasury, then of the group’s financial asset investments, including major real estate projects. He also initiated the creation of the IOC Pension Fund and chaired the Investment Commission for 11 years.
After 19 years at the IOC, he took on a new challenge and joined our company in 2020 as Head of Investments. He brings all his knowledge in asset and risk management.
In December 2022, he was appointed by the Federal Council to the Board of Directors of Compenswiss (AHV/IV/EO compensation fund).
Philippe Massard
Certified Public Accountant
30 years of experience in the field of occupational benefit planning, compliance and internal audit.
Philippe Massard obtained his Chartered Accountant diploma in 1994 and began his professional career with KPMG as an auditor. He then completed his training in internal financial auditing with two banks in Geneva.
In 1997, Philippe Massard founded the company Trianon SA and the Collective Foundation of the same name with a several partners. He is responsible for compliance and internal audit and is an active member of the investment committee of the Collective Foundation. With a national approach extended to the administrative management of human resources (pensions, salaries, personal insurance), the company experienced significant growth and was sold to the Groupe Mobilière in 2016.
After his departure in 2018, Philippe Massard continues with two of his partners a consulting and project management activity with the company CAC SA, particularly in the fields of occupational benefits (Elite Fondations) and digital integrity (SwissTruth). He joins Elite Asset Management in 2022 as Head of Risk Management, Internal Control and Compliance.
He joined Elite Asset Management in 2022 as Head of Risk Management, Internal Control and Compliance.
Jean-Baptiste Hansenne
Master Business and Economics
Recently graduated with a Master of Sciences in Business and Economics from the University of Namur, Jean-Baptiste Hansenne completed his program with an exchange year at HEC Lausanne.
During his university studies, he completed a one and a half year internship as a capital markets analyst at Euronext. Through a solid academic background and a very good first experience, Jean-Baptiste Hansenne was able to develop good first bases and skills in finance.
Passionate about this field, he joined the company in 2021 as a portfolio manager.
Fernando Martins da Silva
Member of the Investment Committee
37 years of expertise in financial analysis, strategy development and investment products.
Fernando Martins da Silva holds a degree in civil engineering from the EPFL, which was awarded the Alfred Stucky prize, and an MBA from INSEAD (Institut européen d’administration des affaires).
After two years of experience in civil engineering, he joined Banque Cantonale Vaudoise in 1986 as a financial analyst for the US market, then as a member of the Investment Committee.
In 2001, he became head of the Investment Policy Department as Chief Strategist. He was appointed Chairman of BCV’s Investment Committee, responsible for defining the macroeconomic scenario and allocating discretionary assets for the Bank’s institutional and private clients.
Fernando Martins da Silva is also dedicated to the development of asset management solutions, bringing all the necessary rigor to the investment process, from the definition of reference strategies to their implementation in portfolios.
He also actively participated in the communication on the economic and financial environment during these years.
Still passionate about financial markets and economic issues, Fernando Martins da Silva has been working as an independent consultant since May 2023 and has joined the Investment Committee of Elite Asset Management SA.
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