Who We Are

Claude Gaudin • Founder and partner
“As a Swiss financial educated professional, I am part of a successful and distinguished tradition of wealth management. I have always been committed to provide first-rate quality and offer personal, customized client service with a passion. To me, first-class Swiss private banking services means exclusive investment solutions, excellent service and enthusiastic clients.”

Resume
  • Born in Geneva, with a long experience in wealth management and investment strategy.
  • Graduate from the University of Geneva in Economics and from University of Aberdeen (Scotland) in Economic of Natural Resources and Environment (Master).
  • Federal Diploma of Wealth Manager and Financial Analyst (CFPI in 1995).
  • In 2008 back to his earlier topics with a Diploma in Advanced Studies in Sustainable Development at the University of Geneva.
  • Started his professional career as a financial analyst in a swiss private bank in Geneva. Then he worked with several Swiss and international banks defining investment strategies and managing HNWI assets.
  • Specialties : investment strategies & fund selection.