Corporate

Notz Stucki Europe: prochain défi, le Wealth Management

by Paolo Faraone

Paolo Faraone, CEO de Notz Stucki Europe, présente la nouvelle stratégie de développement de la Management Company (ManCo) luxembourgeoise. Spécialisée en structuration et ingénierie de fonds d’investissements depuis 20 ans, la société vise une croissance significative de l’activité de gestion de fortune sous la supervision de Patrick Sermaize, Head of Wealth Management chez Notz Stucki Europe – Luxembourg.

Paolo Faraone, CEO de Notz Stucki Europe et Patrick Sermaize, Head of Wealth Management chez Notz Stucki Europe – Luxembourg

Quel type de changement envisagez-vous dans votre stratégie de développement ?

P.F: Il serait plus correct de parler du renforcement d’un secteur d’activité, le Wealth Mana­gement, qui faisait déjà partie de notre offre et qui a toujours été le «core business» historique du groupe, plutôt que de changement. Notz Stucki est de fait une société de gestion fondée à Genève il y a 56 ans, totalement indépendante et dont le métier principal est la gestion de fortune. Avec plus de 120 employés, répartis à travers 8 bureaux dans le monde, Notz Stucki gère plus de 10 milliards de CHF d’actifs. Ses trois lignes principales de métiers sont: Wealth Management, Asset Manage­ment et ManCo Services – Ingénierie de fonds d’investissements.

A Luxembourg, Notz Stucki Europe, centralise toutes les activités de management company, ayant à la fois la licence UCITS Chapitre 15, la licence AIFMD, et les licences étendues. Jusqu’à maintenant, la stratégie de Notz Stucki Europe a été axée sur les fonds et moins sur le Wealth Management. Avec l’arrivée de Patrick Sermaize, actif depuis plus de 20 ans et spécialisé dans ce métier à Monaco et à Luxembourg, nous souhaitons renforcer cette activité et nous donner les moyens de nos ambitions.

Le client doit rester réellement au cœur du Wealth Manage­ment
Patrick Sermaize, Head of Wealth Management , Notz Stucki Europe – Luxembourg

Quel est donc en détails le plan pour renforcer le Wealth Management ?

P.S: Le pôle Wealth Management en Europe est basé à Luxembourg, avec deux succursales, une à Madrid et l’autre à Milan, sur lesquelles nous allons nous appuyer pour atteindre nos objectifs de croissance. Dans les autres pays européens, où nous ne sommes pas présents, des succursales pourraient voir le jour en fonction des opportunités. Notre stratégie consiste aussi à développer l’équipe Wealth Management au Luxembourg en recrutant des gérants de fortune partageant nos valeurs, assumant réellement leurs responsabilités et ayant une véritable approche entrepreneuriale. Le client doit rester réellement au cœur du Wealth Manage­ment: dans un environnement de plus en plus complexe, et face à une régulation stricte, notre rôle en tant que gérant d‘actifs et de relationship manager, est de fournir un service global sur mesure et de qualité irréprochable.

La confiance est le facteur essentiel de notre partenariat avec nos clients sur le long terme.

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Antonio Mira
CHIEF FINANCIAL OFFICER, MEMBER OF THE EXECUTIVE COMMITTEE

Antonio Mira joined NS Partners in 2006 as Group Chief Financial Officer. He heads the corporate functions and is involved in coordinating and implementing the decisions of the Executive Committee.
An experienced bank auditor, Antonio started his career in 1995 with Arthur Andersen, where he worked for some 7 years before joining Ernst & Young in 2002 as a Senior Manager.
Antonio is a Swiss chartered accountant and a Business graduate of Lausanne University (HEC).

The challenge is to have the right agenda to orient the business, its transformation and the appropriate use of data.

Sébastien Poiret
DEPUTY HEAD OF WEALTH MANAGEMENT

Sébastien Poiret joined NS Partners in 2008 and manages funds of hedge funds and private client mandates. He also oversees the development of the Group’s offices in Mauritius.

Prior to joining NS Partners, he served as a Trader, Head of Manager research and Portfolio Manager in the USA and Switzerland for a single hedge fund (1998-2004) and for Optimal (2004-2008), Grupo Santander’s fund-of-hedge funds operations.

Sébastien holds a Bachelor’s degree in Corporate Finance from the ESPEME Business School (EDHEC Group) and an MBA in Finance and Economics from the Institute of Business Administration, both in Nice.

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Abir Oreibi joined the Board of the NS Partners Group in 2018, where she brings her truly international perspective and rich experience.
Among many other ventures, Abir set up Alibaba.com’s first European office. After living and working in Shanghai, Hong Kong, Bangkok and London, she now lives in Geneva, where she is CEO of Lift Events, an organization that identifies technology trends, their business and social impact through the organization of events and open innovation programs. Issues related to the challenges and opportunities created by new technologies as well as the strategic responses from organizations are at the heart of Lift’s activities.
Abir holds a BA in Political Sciences from the University of Geneva. She is an investor, and member of advisory and innovation boards.

Nothing great is created by following the herd. Whoever has heard of Alexander the Average?

Romain Pidoux, CAIA

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Romain Pidoux joined NS Partners in 2011 and heads the Group’s Risk Management.
He started his financial career in 2005 as Head of Quantitative Analysis for a Swiss Family Office, selecting funds and managing portfolio allocation. In 2008, he switched to the alternative world and joined Peak Partners as hedge funds analyst.
He is a Chartered Alternative Investment Analyst (CAIA) and holds a Master’s degree in international relations from the Graduate Institute of International Studies at Geneva University.

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