• ABOUT
  • ASSET MANAGEMENT
  • WEALTH MANAGEMENT & FAMILY OFFICE
  • TEAM
  • OUR VALUES
  • COMMUNICATION & MEDIA

  • SUMUS FUND
  • ASSET MANAGEMENT
  • WEALTH MANAGEMENT & FAMILY OFFICE
  • TEAM
  • OUR VALUES
  • COMMUNICATION & MEDIA
  • SUMUS FUND

TEAM

Board of Directors

Jean Paul Rivas

CHAIRMAN

Jean Paul is a serial entrepreneur. He created and managed several companies active in occupational health, oil industry, hospitality management, mining, real estate. 

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YVAR MENTHA

BOARD MEMBER

Yvar is a veteran of the investment fund industry in Switzerland. He spent 2 decades in senior executives functions within the asset management division at a large private bank in Geneva and more than 10 years at the board of the Swiss Fund Association. 

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MAURICE TURRETTINI

VICE CHAIRMAN

Maurice is a well-known Geneva lawyer. He is one of the partners of the law firm Poncet Turrettini Amaudruz Neyroud & Associés. Admitted to the Geneva Bar, he holds a LLM in Banking Law from the Boston University. 

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Management Team

Luca Parmeggiani

Founding Partner & CEO

Luca is an economist (Bachelor in Economics, 1984, Geneva University), specialised in quantitative methods (Master in Econometrics, 1987, Geneva University). Since 1995, he is a certified European Financial Analyst.

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Paolo Anastasi

Partner & Head of Private Banking

Paolo has a university degree in Banking and Economic Sciences from the Università Cattolica del Sacro Cuore of Milano and is a Certified International Investment Analyst (CIIA). 

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Andrea Zuccheri

Partner & CIO

Andrea studied Economics at Pavia University and got a Bachelor's degree in 1995. In 2013, he obtained a PhD in Finance from Bologna University. He is also CFA (Certified Financial Analyst) Charter Holder (2001).

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Stefano Maltese

Senior Private Banker

Stefano studied and obtained a Bachelor’s degree in the University of Milan and his Master in Business Administration in Bocconi University in 1987, with a specialization in Financial Markets.

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Matteo Anrò

Senior Asset Manager

Matteo studied economics in the University of Turin and obtained his Bachelor's degree in 2007. In 2016, he obtained a diploma on Italian Tax Compliance Portfolio Management.

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Joachim von Buchwald

Private Banker & Head of Private Banking Geneva

Joachim holds a BA in Business Administration from the European University in Paris and is a Certified Wealth Management Advisor CWMA, Swiss State accreditation of SECO (State Secretariat for Economic Affairs).

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Frédérique Dubrion

Senior Asset Manager

Frédérique holds a diploma in economics and finance from ESCAE Dijon and a DESS in Finance.   

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Danae Parés

Head of Operations GE

Danae studied Business Administration at the University of Barcelona and obtained a Master in Market Research. In 2017, she also got a CAS in Accounting, Taxation and Cost Management at the University of Geneva. Furthermore, she holds a Wealth Management Assistant Diploma from Ifage.

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Valéria Baumann

Compliance Officer

Valeria holds a law degree from the University of Paris II (Assas) and a degree in political sciences with a specialization in economics and finance from IEP (Paris) as well as a tax compliance certification.

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Marcella Stoppa

Head of Operations LU

Marcella studied Commerce and Business and obtained the Federal Certificate in Administration in 2007. In 2015, she obtained the Advanced Federal Diploma for expert in Wealth Management, as well the Certified International Wealth Manager (CIWM) Diploma.   

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WE BUILD SOLID STRATEGIES

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Tel: +41 22 552 25 81
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Fax: +41 22 731 04 71

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Tel: +41 91 252 16 00

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