Company:Ethics and excellence


The creation of 1875 FINANCE arose from the shared experience of its founders in the same bank. It is based on an unshakeable team spirit that guarantees comprehensive consistency and shared responsibility in its strategic choices and advice to clients.

SENIOR TEAM


Managing Director – Private Clients

Andrea Barenghi

Andrea Barenghi began his career in 1984 at De La Rue Giori S.A., where he specialised in banknote creation and the sale of production equipment to various governments. In 1995, he joined Banque du Crédit Agricole Suisse S.A. where he was in charge of bond market-making, forex and as macro-economic analyst on equity markets, interest and exchange rates. In 1999, he joined the newly created Banque Syz and contributed his expertise on client development and the management of dedicated portfolios for wealthy families and Family Offices.

He left Banque Syz in 2015 to join 1875 FINANCE.

Managing Director – Private Clients

Michel Alain Bizon

Michel Alain Bizon began his career in 1981 in the international trading department of BNP Paribas (Suisse). In 1984, he moved to the large corporate clients department at the Royal Bank of Canada (Suisse), spending two years in Toronto and Montreal. From 1991 to 1997, he worked at Credit Suisse group both in Geneva and Zurich, as a member of management, dealing with large corporate clients, and subsequently as Division Head for Banking Relations in French-speaking Switzerland. He subsequently returned to Royal Bank of Canada (Suisse) as a member of management for the Private Wealth Management department. In 2003, he moved to the Private Wealth Management department at Mirabaud & Cie SA as a Deputy Director.

He left the bank in 2014 to join 1875 FINANCE.

Senior Private Banker

Fabien de Mallmann

Fabien de Mallmann joined First Chicago in 1974 and worked in commercial banking in the USA, France and West Africa and then as head of credit and trade financing in Switzerland. He led the financing of numerous real estate and international projects, as well as investment banking transactions.

Between 1986 and 1990 he was a managing director for Banque de Financement et d’Investissement in Geneva. In 1990, he became a director with asset management bank Cantrade Ormond Burrus. He left in 1994 to join Pictet & Cie, where he was in charge of a team dedicated to Swiss and European clients. He was also responsible for the Turkish and North African markets and has taken part in several IPOs on those territories.He has also set up a number of private equity funds and has contributed to structuring major family and international assets.

Managing Director - Head of Legal and Compliance

Christophe Germain

Christophe Germain obtained his license to practice as a lawyer in 1993 following a traineeship with Maitre Denis Oswald, the former President of the Neuchâtel Bar Association. At the end of 1993, he began working at the fiduciary group Fiduconsult SA as a legal advisor and subsequently was appointed manager of the Neuchâtel branch and head of the legal office for French-speaking Switzerland. He joined UBS SA in April 2000 as a private banking legal advisor for French-speaking Switzerland. In September 2000, he became head of the legal department at Ferrier Lullin & Cie SA, a UBS Group private bank, and was appointed to the Executive Board.

He left the bank at the end of 2006 to join 1875 FINANCE as Head of Legal Office.

Senior Officer – Family Office

Ernst Grob

Ernst Grob spent his entire career working at Swiss and international banks, building up a wide range of knowledge across all sectors of banking and finance. During his five years as an auditor at Citibank, he travelled extensively. Later he worked in Mexico City for four years as the head of various organisational units. Since then, he has held various management positions in operations and securities departments, and contributed to setting up important strategic projects for the private banks Cantrade Ormond Burrus and then Ferrier Lullin, where he began working in 1987.

Director - Private Clients

Jens Hansen

Jens Hansen started his career in 1985 with Privatbanken A/S, Denmark, and in 1989, he moved to Privatbanken Luxembourg SA as a Client Adviser in the Private Banking department. From 1995 to 1997, he was a Client Adviser in a new started Private Banking department taking care of the HNWI/UHNWI clients of Unibank A/S, Denmark. He was a Senior Client Adviser,from 1997 until 2018, with Unibank Luxembourg SA, which later became Nordea Bank Luxembourg SA with a special focus on the cross border Private Banking business for HNWI and UHNWI clients. As Nordea Bank Luxembourg’s Private Banking activities were taken over by UBS Luxembourg in October 2018, he joined UBS Luxembourg.

In August 2019, he joined 1875 Finance (Luxembourg) SA as Director.

Managing Director - Private Clients, Co-Head of Zurich Office

Wolfgang Klien

Wolfgang Klien received a master’s degree from St. Gallen University (HSG), followed by a PhD from the Vienna University of Economics and Business. In 1994, he began his career in management consulting with a focus on private banking and asset management. In 2000, he was involved in major projects of Helvetia, and later moved to the bank Vontobel where he headed its Banking Products and Services department. In parallel, he completed postgraduate studies in International Wealth Management and was awarded an MBA from the University of Geneva and an EMBA from Carnegie Mellon. He spent the next 10 years at Julius Baer, initially at its asset management company GAM, and later within its private bank as a Senior Client Advisor.

In 2017, he joined 1875 FINANCE, where he continues to assist his clients and to develop the Zurich office.

Managing Director - Private Clients

Marc Luthi

Marc Luthi began his career in 1983 at Flemings as an advisor for Asian markets. He then moved to Ernst & Young as an M&A analyst, where he was involved in transatlantic transactions. In 1997, he became head of capital markets at a Geneva bank, and subsequently he co-managed a trust company specialised in wealth planning. In 2004, he was involved in setting up a private bank as Vice-President of the Executive Board and Head of Private Banking.

He joined 1875 FINANCE in 2014.

Co-founder, Chairman of the Board (2006-2016)

François-Michel Ormond

François-Michel Ormond joined the family wealth management company Ormond & Cie in 1966 and co-founded private bank Ormond Burrus & Cie in 1971. Until 1998 he sat on the Executive Committee of Banque Cantrade Ormond Burrus. He was appointed to the Board of Ferrier Lullin & Cie, a UBS Group member company, after its merger with Banque Cantrade Ormond Burrus.

In 2006, he co-founded 1875 FINANCE as a Senior Partner until 2011 and as Chairman of the Board of Directors until 2016.

Consultant

Valérie Ormond

Valérie Ormond started her career in 1997 with the financial department of La Genevoise insurance company. She then joined Banque Ferrier Lullin & Cie in 1999, which later became Julius Baer & Cie. After assisting managers, she started managing her own client portfolio as of 2005.

In 2011 she was appointed to the Executive Board. She left the bank in 2013 to join 1875.

Director – Private Clients

Arly V.L. Petersen

Arly V.L.Petersen hold a BBA in Finance from Copenhagen Business School. He worked for Banks, Real estate finance and Stockbroking companies in Denmark. Since 1988 in Luxembourg working for Nordea as a Relationship Manager for UHNW families through 3 decades. Investment portfolio management competences and strong focus on cross boarder wealth planning with a well-established international network. Implementing wealth solutions for Nordic families living internationally including relocation of families.

He joined 1875 FINANCE in 2019.

Chief Investment Officer

Loïc Schmid

Loïc Schmid began his career in the institutional management team of Lombard Odier in Geneva and Zurich in 2001. In 2006, he joined the newly created bank Bénédict Hentsch as a senior portfolio manager. He held various positions and played an important role in the development of the bank, including the establishment of centralised management, the creation and management of funds, proprietary trading and strategic development. An entrepreneur at heart, he left the bank in 2012 to co-found the financial media platform investir.ch, which rapidly became a leading website for the Swiss financial markets, and also to co-founded the group of economists Les Econoclastes. In 2014, he was hired as Head of Portfolio Management at Sequoia Asset Management. In 2015, he was appointed CIO and a member of Management at GS BANQUE SA.

He left the bank in August 2017 to join 1875 FINANCE as CIO and member of the management team.

Managing Director - Private Clients, Head of Zurich Office

Filippo Taddei

Filippo Taddei is a trained lawyer and holds a PhD in law. He began his career in 2000 at Brown Brothers Harriman & Co in New York. He went on to work in the Mergers & Acquisitions and in the Banking & Finance departments of VISCHER Ltd. in Zurich, a leading Swiss law firm, until 2004. He then joined Julius Baer & Co. Ltd. in Zurich in 2005 as Managing Director in the area of Mergers & Acquisitions, before moving to the Private Banking department in 2007 to work in asset management. In 2014, he became a member of the Executive Committee for Switzerland.

In November 2016, he left Julius Baer & Co. Ltd. to join 1875 FINANCE Zurich as Managing Director and head of the Zurich office.

Managing Director - Private Clients

Pierre Tardiou

Pierre Tardiou began his banking career at SANPAOLO in 1994 where he worked as a private asset manager in the Financial Markets department until 2000. He joined UBS Monaco to develop the Key Clients segment and to create tailored investment solutions for local and Italian clients. In November 2004, he moved to Geneva to work at Lombard Odier & Cie to develop the UHNWI private client business and to assist families in relation to the sale of businesses and the structuring of real estate transactions.

He left Lombard Odier in 2016 to join 1875 FINANCE.

Director - Private Clients

Jørn Tilsted Christensen

Jørn Tilsted began his career in 1987 with a regional bank in Denmark. Moving to Luxembourg in 1996 joining a Danish banks located in Luxembourg. Becoming a Certified International Investment Analyst ( CIIA ) in 2004.
Managing and developing a portfolio of Danish and Nordic clients for more than 20 Years in various banks, ( Dexia BIL, Nordea and final UBS ) joined the 1875 FINANCE in 2019.

Managing Director – Head of 1875 FINANCE (Luxembourg) SA

Matthieu Van de Casteele

Matthieu Van de Casteele started his career in 2006 with Voltaire Group SA (Luxembourg) as an Administrative Secretary, Legal and Compliance expert. In 2010, he becomes Head of Legal and Compliance with Geneva wealth management company Opus Finance SA, a subsidiary of the Voltaire Group. He then joined Lloyds TSB Private Banking (Geneva) in 2012 as Head of Client Administration Support Unit, then Head of KYC and Account Management.

In February 2014, he joined 1875 FINANCE (Luxembourg) as COO, and he is also in charge of developing the Luxembourg branch. In September 2017, he took up the position of Managing Director of 1875 FINANCE (Luxembourg) SA.

Managing Director - Private Clients

Pascal Vulliet

Pascal Vulliet began his career in 1987 at Union de Banques Suisses in Geneva. He quickly advanced to a senior management position, with direct involvement in the management of the Private Banking department. Starting in 1990, he focused both on the private clients business as well as the management family assets related to the members of management. In 1992, he was involved in the development of a unit responsible for these specific clients, after which he was appointed as a member of Management.

He served in a management role from 2001 onwards, until he left the bank to join 1875 FINANCE in 2010.