EXPERT TEAM
Excellence at the service of your ambitions: steering business and wealth
Operational team
Loic Morand
CEO
Corporate Finance
12 years of experience in finance. 5 years as family office. Based in Switzerland since 2013.
Olivier Tugaut
President
Structuring & Governance
17 years of experience in Finance. 10 years in insurance company. Serial entrepreneur and investor.
Xavier Schaeffer
AI & IT Management
20 years of experience in project management. GenAI solutions specialist. International team leader.
Simon Grabsia
Accounting & Taxation
12 years of experience in accounting and audit as a chartered accountant. Successful entrepreneur.
Timothe Enault
Marketing & Sales
15 years of experience including 8 in lead generation. Successful entrepreneur.
Clement Houde
AI, Automation
10 years of experience in IT and Web projects. Software developer. E-commerce sites founder.
Senior advisor
Peter Hofmann
Retirement planning
30 years of experience in Finance. President of the Tellco foundation board.
Herve Touchais
Banking
30 years of experience in Private Banking. Former Managing Director Edmond de Rothschild Group.
Stanley Gehy
Business Law
10 years of experience in Legal. 10 years in family office. Specialized in Private Equity / M&A.