STANDING BY YOU
For over 50 years, we have guided our clients through the complexities of the financial world.
As your family’s needs evolve over the time, we find the most appropriate solution to help you structure, protect and increase your assets.
Because our investment horizon is not day to day, but generation to generation.
WEALTH MANAGEMENT AT NS PARTNERS
2 LEVELS OF SERVICE
Finding the right way in uncharted territory can be tricky.
But our clear principles allow us to stay on course.
Diverse and international, our Wealth Management clients share the same demand for the highest standards of service, individual attention, and a sophisticated investment style delivering superior results.
PeopleMeet the people that make our Wealth Management unique.
Frédéric de Poix joined NS Partners in 2013. He now heads the wealth management business line.
After starting his career in 1985 as a coffee trader at Sucres et Denrées and as a regional manager at Finagrain, a subsidiary of the Continental Grain Company, he worked in private wealth management at Morgan Stanley and Hyposwiss for 15 years.
Frédéric is a graduate of the Bachelor of Business Administration program of EPSCI/ESSEC GROUP (France).
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.
Mert Atanısay joined our NS Partners Zurich office as a relationship manager in 2021. He is a dynamic private banking professional specialised on Turkish clients.
Mert started his career at Citibank Turkey in 2004 before joining the Deutsche Bank private banking branch in Istanbul. He has led a dedicated career in private banking at Garanti BBVA since 2007, last 9 years of which he was a Senior VP as a member of the Turkish desk in BBVA Suiza. He graduated from Istanbul University holding an Economics degree
Mariangela Barresi joined NS Partners in 2018 as a relationship manager assistant for the Italian clients.
After starting her career in 2011 as an assistant in a private wealth management office in Geneva for 6 years, she worked for Unigestion in the Private Equity department as an assistant of the product manager. After that, she worked for Bank Degroof Petercam for 2 years.
Mariangela is graduated from the Commercial School of Geneva and has obtained a wealth management assistant diploma from Ifage (Geneva) in 2015.
Alessandro Boris joined NS Partners in 2013. He advises HNWI clients on structuring their wealth.
After beginning his career in 2008 as an analyst at Citi Private Bank in Milan, Alessandro joined Fante, a Swiss-Italian partnership involving NS Partners, where he developed investment strategies for HNWI with a focus on wealth structuring and was also responsible for tax and legal matters.
Alessandro holds a Bachelors’ degree in business administration and a Master’s degree in finance from the Bocconi University in Milan.
Giacomo Calef joined NS Partners in 2013. He manages Institutional and HNWI portfolios, advising clients on effective investment strategies.
Prior to joining NS Partners, Giacomo gained extensive wealth management experience at various banks, including Merrill Lynch International, Banca Albertini Syz and Azimut Capital Management SGR. He also served as a board member of the Italian holding company Saccaria Immobiliare e di Partecipazioni.
He holds a bachelor’s and master’s degree from Bocconi University in Italy, focusing on derivatives and investment banking, respectively.
Edgar Carvalho joined NS Partners in 2017 as Senior Wealth Manager for Europe and Latam.
Prior to joining the firm, he worked at the Edmond de Rothschild Group from 2000 to 2017, holding several business development positions for the Brazilian and Portuguese markets, before being appointed Deputy Head of the LatAm department, managing a team of 10 to 15 people. Before that, he worked for five years as Product Manager at an industrial equipment distributor in Portugal.
Edgar holds a Bachelor’s degree in Marketing Management from IPAM in Lisbon and several certifications in options & futures trading and alternative investing from AIF (Amsterdam Institute of Finance).
Catherine Duclos joined NS Partners in 2005 as an Assistant Portfolio Manager. She assists 4 Portfolio Managers and sits on the board of NS Partners' corporate pension fund.
Catherine begun her career in 1987 at Swiss Bank Corporation then at UBS after the merger. She was Portfolio Manager and managed private and institutional clients in the Wealth Management department.
Catherine holds a Degree from the Commercial School of Geneva and a Private Banking Diploma.
Gabriel Garcia joined NS Partners in 2021, where he provides Family Office Services and Investment Strategies to High-Net-Worth individuals.
Before joining NS Partners, he spent 10 years with Bank Julius Baer AG in different functions before becoming a Relationship Manager in 2019. Prior to that, Gabriel spent over 6 years with Bank Vontobel AG providing Investment and Management Support to group of Relationship Managers.
Goncalo Felicio joined NS Partners in 2022 as Senior Relationship Manager for UHNW clients.
Prior joining the firm, he worked for 11 years at Banque Pictet & Cie SA in the Wealth management department as Private Banker for Middle East, South Africa, Moroccan and Israeli UHNW families. Before that, he worked for Merrill Lynch Banque Suisse for 6 years as European Regional Service Officer – UHNW segment in Geneva.
Goncalo holds a Master of Science in Economics and Finance from the University of Geneva.
Juan Carlos Rodriguez Hergueta joined NS Partners in 2012 and heads the Group’s office in Spain.
Over his extended career in the financial industry, Juan Carlos has acquired a deep understanding of financial markets, private investments and wealth management. From 1994 to 2001, he worked with the Banco Santander Group, where he became director of Marketing & Products for the UHNW unit. He then moved to M&B Capital Advisers, where he was a managing partner between 2001 and 2012.
He holds a law degree from the Complutense University of Madrid and an MBA from IE Business School.
Marc Hoegger joined NS Partners in 1989. He oversees the NS Partners investment funds, as well as our white label fund business. He also manages private and institutional clients.
Prior to joining the firm in 1989, he served as a Senior Auditor at PwC and held different positions in portfolio management at Bank of America and Chemical Bank (Suisse).
Marc is an economics graduate of Lausanne University (HEC).
James Macpherson joined NS Partners in 1994. He is the Chief Executive Officer of the London office, where he is responsible for managing client relationships and researching investments. He is a member of the Group’s Asset Allocation Committee.
Prior to joining NS Partners, he started his career at Smith & Williamson Securities in London in 1992.
James is a graduate of the University of St Andrews (UK).
David joined our NS Partners Zurich Office as a Relationship Manager in 2021.
After spending 25 years of his international career in banking industry, he reached the level of Senior Private Banker with sound international experience in the Wealth Management of key Wealth Family Offices / high net worth individuals and financial engineering.
David is graduated in Economics from ISEC/UMH - Haute Ecole Commerciale de la Province du Hainaut - Belgium.
Vincent Morisod joined NS Partners in 2015 as a portfolio and relationship manager for HNWI clients.
Before joining NS Partners, he worked at Pictet & Cie from 1997 to 2014 in the private wealth management department where, as a director, he oversaw a group of private banking specialists. His many responsibilities included developing the Japanese market. Prior to this, Vincent spent three years at Banca Commerciale Italiana and nine years at Credit Suisse, where he began his career as a stock exchange trader, portfolio manager and, ultimately, relationship manager.
Vincent holds a Master’s degree in economics from the University of Geneva and a diploma in financial analysis and portfolio management from the Swiss Centre for Investment Professionals (CFPI/AZEK).
Monica Nahum joined NS Partners in 2003 after having lived abroad for several years.
She works in the Wealth Management team as Assistant to a Senior Partner Manager.
Olivier Otti joined NS Partners in 2015 and manages investment portfolios for HNW clients.
For 20 years prior to joining NS Partners, he served at Pictet & Cie as a wealth manager for Brazilian and European private and institutional clients.
Olivier holds a business degree from Lausanne University (HEC) and is a Chartered Financial Analyst (CFA).
Damiano Paternó Castello joined NS Partners in 2009 to become a Partner and Director.
Prior to joining the firm, he was an executive director at Morgan Stanley for over a decade. Before that, he was a portfolio manager for high-net worth clients at JP Morgan and HSBC Guyerzeller Bank.
He holds a Political Sciences degree from the Lausanne University.
Torinese, già Associate Director di Vontobel, dove ha lavorato negli ultimi diciotto mesi nella gestione della clientela Wealth, precedentemente ha maturato un’esperienza importante in Credit Suisse.
Qui, Rocca ha operato nella Divisione Private, sviluppando un portafoglio di riconosciuta eccellenza. Dotato di notevoli capacità gestionali e di relazione, in questi anni ha supportato transizioni Corporate e immobiliari di primari rami familiari.
Laureato all’Università degli Studi di Torino, ha poi conseguito il Master in Corporate Finance alla SDA Bocconi, muovendo i primi passi come analista in Banca Akros.
Yolanda Salvagni joined NS Partners in 2013 as a wealth management assistant.
She began her career in 2004 at Pictet & Cie as an assistant analyst in the financial research department. In 2006, she started to work with Spanish private clients for Wycombe Financial Services, a family office in Geneva.
Yolanda holds a Degree in Business Management from HEC Geneva University.
Pablo Sandonato de Leon joined NS Partners in 2019 as a Relationship Manager advising HNWI individuals on structuring their wealth.
Prior to joining the firm, he held a similar position at a Swiss private bank in Geneva. Before that, he was a Wealth Planner at a major fiduciary company in Switzerland.
He holds a JD for the Catholic University of Uruguay and a PhD from the Graduate Institute of International and Developments Studies, Geneva.
Pascal Scherer joined NS Partners in 2020 and runs our Zurich office.
Before joining NS Partners, he was CEO and partner of one of the first Long/Short equity fund managers in Europe and founded Peak Capital, an investment management firm specialized in real assets and commodities. Previously, he was Head of Infrastructure Investments at Horizon21, an alternative investment manager with more than CHF 12 billion under management.
Pascal Scherer has 33 years’ experience in finance, having worked in various roles at UBS for 12 years, followed by 7 years at Salomon Brothers/Citigroup in wealth management and institutional sales.
Mirjam Senn joined NS Partners in 1991, as a member of the client management team of the Zurich office.
Before joining NS Partners, she worked as an international securities trader and investment manager for the Adler & Co. private bank in Zurich from 1984 to 1990.
Mirjam is a graduate of the Zurich Business School (HFW).
Mario Stefania joined NS Partners in 2016.
Before that he has worked as a proprietary trader and adviser for various standing institutions such as Société Générale, ABB, UBS and Citibank. Mario Stefania has a long lasting experience in global financial markets and trading with an extensive knowledge in FX Options and Interest Rate Derivatives.
Ramón Suanzes joined NS Partners' Madrid office in 2012, where he is responsible for developing the Group’s client base in both Europe and Latin America.
Before joining NS Partners, he worked between 2002 and 2012 with M&B Capital Advisers in the same capacity. Prior to that, Ramón spent over 10 years with Banco Santander group, beginning as a junior officer in the International Division. He was assistant controller of international private banking, then assistant representative in Mexico before transferring to New York as an assistant vice-president. In 1997, Ramón became vice-president in Miami, responsible for UHNW clients. He returned to Spain in 2000 as the marketing director of LatAm private banking.
Ramón holds a Bachelor’s degree in business administration from the University of West Florida and an MBA from the University of Miami.
Mario joined NS Partners in 2014 as a private banker.
He has been working in the private banking industry for over 28 years, serving as senior vice-president of the Italian team at both HSBC Guyerzeller Bank and Pictet & Cie.
Mario is a business graduate of HEC Lausanne.
Cristina Turchi joined NS Partners Europe Sucursal en España in 2012 as a marketing assistant and previously she was working at M&B Capital Advisers in Madrid. She helps the Madrid office with back office, clients and compliance tasks.
Cristina holds a degree in International and Diplomatic Science from Bologna University and a Master in Marketing from Ide-Cesem Business School, Madrid.
Laura West-Burt joined NS Partners in 2005. She manages company portfolios at the Group’s Bermuda office and ensures compliance with Bermudian laws and regulations.
Prior to joining NS Partners, she worked for 13 years at The Bank of Bermuda, eventually becoming assistant manager within the investment division.
Laura holds both a diploma and certificate in offshore business and administration from the Institute of Chartered Secretaries Association. She is also a Certified Anti-Money Laundering Specialist.
Sonia Xausa joined NS Partners in 2010 as wealth management assistant.
Since 1990, she has built a strong experience as a wealth management assistant. Prior to joining NS Partners, she worked at UBS Geneva. In 1999, Sonia joined Banque Notz Stucki before serving at Ferrier Lullin in 2004 after it took over the Bank’s activity, and then joined Messidor Finance.
She holds a Banking Generalist degree from UBS and an ISFB degree in Asset Management.