Privatkunden:Team


Die Gründer von 1875 FINANCE haben ihre Erfahrungen während ihrer Tätigkeit in derselben Bank gesammelt, weshalb 1875 FINANCE heute auf Teamgeist basiert, der einen festen Zusammenhalt und eine gemeinsame Verantwortung in der strategischen Ausrichtung und in der Kundenberatung sicherstellt. Dieser Esprit ist auch eine mehr als hundertjährige Verbundenheit mit Genf und Schweizer Werten: ausserordentliche Leitung, Transparenz, Ethik und Respekt vor Mitarbeitenden.

Mitgründer, Präsident des Verwaltungsrates

Olivier Bizon

Olivier Bizon begann seine berufliche Laufbahn 1987 bei Paribas (Suisse) SA als Finanzberater für die Institutionelle Kundschaft. Von 1992 bis 1995 war er im Privatkundengeschäft für die Credit Suisse Private Banking tätig. Bei seiner Rückkehr zu Paribas (Suisse) SA im Jahr 1995 übernahm er den Privatkundenbereich Schweiz, wurde in die Geschäftsleitung gewählt und im Jahr 2000 Mitglied des Exekutivausschusses. 2001 wechselte er als Managing Director zu Ferrier Lullin & Cie SA. Sechs Monate später wurde er Mitglied der Geschäftsleitung und Private-Banking-Direktor Gesamtbank. Im Jahr 2005 war er Teil eines Teams, das den Verkauf dreier Privatbanken und eines Vermögensverwalters (SBC Wealth Management AG) an die Bank Julius Baer abwickelte.

2006 verliess er die Bank, um 1875 FINANCE zu gründen, wo er als Managing Partner und Vizepräsident des Verwaltungsrates tätig war. Im Jahr 2016 wurde er zum Präsident des Verwaltungsrates ernannt.

Mitgründer, CEO (Chief Executive Officer)

Paul Kohler

Paul Kohler begann seine berufliche Laufbahn im Jahr 1991 bei ELF Trading (zuvor Total) in Genf als Assistent des Finanzdirektors und als Prüfer des Handelsbuches für Rohöl und raffiniertes Öl. Im Jahre 1993 wechselte er zu Paribas (Suisse) SA in Genf, um sich der Vermögensverwaltung von Privatkunden zu widmen. Dort wurde er 1998 zum Mitglied der Direktion befördert.

Im Jahre 2001, wechselte er zur Bank Ferrier Lullin & Cie, damals Teil der UBS Gruppe, und leitete das Privatkundengeschäft Schweiz. 2005, vor dem Verkauf von Ferrier Lullin an Julius Bär, wurde er zum Direktor befördert.
2006 verliess er die Bank Julius Bär, um gemeinsam mit Olivier Bizon, Aksel Azrac und der Familie Ormond (François-Michel und Jacques-Antoine Ormond) 1875 FINANCE zu gründen.

Heute hat er bei 1875 FINANCE die Rolle als CEO (Chief Executive Officer) inne.

Co-founder, Partner and Head of Asset Management

Jacques-Antoine Ormond

Jacques-Antoine Ormond began his financial career in 1999 at Ferrier Lullin & Cie. Following a move to UBS Warburg and GAM in London, he returned to the Swiss operations of Ferrier Lullin in Geneva in 2001 as a relationship manager. In 2004, he obtained his licence as a Certified International Investment Analyst (CIIA) and was appointed as member of to the Executive Board.

He left the bank in 2006 to co-found 1875 FINANCE. In 2011, he was named a Senior Partner.

Co-founder, Partner and Head of the Multi-Family Office

Aksel Azrac

Aksel Azrac began his career as a consultant for leading automobile brands. In 1997, he joined Banque Paribas (Suisse) SA in Geneva, where he co-managed the Parvest fund for Switzerland. Later he resumed his consulting activity. In 2001, he joined Banque Ferrier Lullin & Cie, where he was responsible for a portfolio of Swiss and foreign clients and was appointed to the Executive Board in 2002.

He left the bank in 2006 to co-found 1875 FINANCE as a Senior Manager.

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.

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

Alain Held

Alain R. Held begann seine Karriere in der Technologieberatung bei Accenture und in der Unternehmensberatung bei The Boston Consulting Group (BCG) in Zürich, Schweiz. Während seiner Zeit bei BCG beriet er multinationale Unternehmen im Bereich Finanzdienstleistungen in Europa und Nordamerika. Er trug wesentlich zum Aufbau der Wealth-Management-Praxis innerhalb der Firma bei. Im Jahr 2006 verliess Alain als Senior Project Manager BCG, um als Senior Executive und Leiter des Sales Management PWM zur Deutschen Bank zu wechseln. Kurze Zeit später wurde er Leiter Central & Eastern Europe PWM bei der Deutschen Bank (Suisse). Im Jahr 2009 wechselte er zur Bank Pictet in Zürich, wo er das CEE / CIS-Team Zürich leitete und aufbaute. Er verliess die Bank im Jahr 2020 und wechselte zu 1875 FINANCE.

Alain hat einen Abschluss in Computer Engineering von der Eidgenössischen Technischen Hochschule in Zürich (ETH) und ein MBA der Ross School of Business in Ann Arbor, Michigan, USA.

Executive Director - Private Clients

Mustafa Karadag

Mustafa Karadag began his career in 2004 at Finansbank (Suisse) SA. In 2006, he joined UBS Wealth Management, where he worked in private client management.

In 2013, he left UBS to join 1875 FINANCE, where he serves as an investment manager/advisor for private clients.

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.

Executive Director - Private Clients

Burcu Minas Balta

Burcu Minas Balta started her financial career in 2001 as a Relationship Manager at Credit Suisse, with a strong focus on the Turkish Market. She provided bespoke services and advice to Ultra High Net Worth Individuals across all areas of their wealth. Burcu has a holistic approach to service the specific needs of clients, especially in Asset Management and Investment Banking.

After 18 years in Private Banking she joined 1875 FINANCE to continue to cater all wealth management needs of individuals, families and their financial affairs.

Relationship Manager - Private Clients

Eleonora Muratova

Eleonora Muratova begann ihre Karriere 2008 als Investment Managerin bei der Deutschen Bank in Zürich. Im Jahr 2009 wechselte sie zum Team von Pictet Zürich, wo sie sich um die langfristigen Beziehungen zu den wichtigsten Kunden aus der Region Osteuropa kümmerte. Im Jahr 2018 wechselte sie in die Vermögensverwaltung der Marcuard Heritage AG und im Jahr 2020 zu 1875 FINANCE.

 

Eleonora hat den Master-Abschluss der Siberian-American School of Management und den zweiten Master-Abschluss der Universität St. Gallen.

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.

Executive Director - Private Clients

Oliver Schmitz

After receiving his bachelor’s degree, followed by a master’s degree in Economy and Finance at the University of Geneva, he began his career at Credit Suisse in 2006. He worked there for 10 years, honing his skills in the Private Banking division and managing and developing a portfolio of Greek and Cypriot HNWI clients.

In 2016, he left Credit Suisse to join 1875 FINANCE.

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 - 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.

Executive Director - Private Clients

Roman Walker

Roman Walker begann seine Karriere in der Automobilindustrie in der Zentrale der BMW AG in München, bevor er in den Bankensektor bei der UBS AG in Zürich wechselte. Während seiner neun Jahre bei UBS arbeitete er für Active Portfolio Advisory, die UBS-Repräsentanz in Moskau und als Relationship Manager und stellvertretender Leiter in der Osteuropa-Abteilung. Im Jahr 2016 wechselte er zu Pictet in Zürich, wo er erfolgreich ein umfangreiches Kundenbuch aufbaute. Im Jahr 2020 verließ er die Bank und wechselte zu 1875 FINANCE. Roman hat einen Bachelor-Abschluss in Betriebswirtschaftslehre von der Schiller International University Heidelberg.

Director - Private Clients

Jasmin Woertz

Jasmin Woertz began her career in 2004 at UBS SA, where she completed a traineeship. She subsequently worked as an assistant in the HNWI department. She then joined Julius Baer & Co. Ltd. in 2008, where she worked as an assistant in the Swiss private clients business. In 2012, she became a junior relationship manager for private clients after obtaining her license as a CFP. Three years later she joined Basler Kantonalbank as an asset manager.

In 2016, she left the bank to join 1875 FINANCE.

Relationship Manager - Private Clients

Isabelle Rosenberg

Isabelle Rosenberg started out at UBS SA completing the „Allround“ traineeship from 2009 until 2011, subsequently working in the department advising Middle-East clients.

In 2012, she joined the Private Wealth Management department of Mirabaud & Cie SA, which she left in 2014 to join 1875 FINANCE.

She was awarded a federal diploma as a Certified International Wealth Manager (CIWM) in 2017.

Senior Assistant

Sandra Ferrari

Sandra Ferrari began her career in 1995 at Lombard Odier & Cie as an administrative assistant in the Financial Research department, and subsequently as a management assistant for Swiss and Italian clients. She moved to the private bank Ferrier Lullin & Cie in 2000, working in the Swiss Private Clients department, before moving to the Benelux group and finally to the Anglo-UK/Middle East group.

She left the bank in 2006 to follow the partners who co-founded 1875 FINANCE at that time.

Assistant

Michèle Bonvin

Michèle Bonvin began her career in 1987 at SBS working in the Securities department, and subsequently joined UBS following the acquisition of the company. Initially working in the Private Banking back office, she joined the „Special Clients“ unit in 2001, in charge of providing support.

She then worked as an assistant to the desk head, with direct involvement in everyday activity, after which she left the major bank in 2010 to join 1875 FINANCE along with Pascal Vulliet.