Nathan Baraille
Chairman
Focus: Governance, long-term strategy & client confidence
Our team
Meet the team
Highly qualified professionals focused on personalized service, strategic advice, and long-term client outcomes.
Our Team
Specialist judgement across leadership, strategy, client service, and regulation
Our team combines leadership, asset management, investor communication, wealth management, advisory, consulting, and legal expertise to support clients with focused and personalized service.
The team combines focused leadership with specialist expertise across asset management, investor communication, private client service, advisory, consulting, and regulation.
Michel Bernard
CEO
Expertise: Asset management, global investment strategies, corporate growth & institutional clients
Robert Picard
CFO
Expertise: Financial controlling, risk management & capital structure
Natalia Petrova
Investor Relations
Expertise: Investor communication, capital markets strategy, reporting & stakeholder management
Sarah Burke
Private Client Manager
Expertise: Wealth management, asset structuring, high-net-worth individual (HNWI) advisory
Philipp Lehmann
Senior Financial Adviser
Expertise: Portfolio management, investment advisory, asset allocation & long-term financial planning
Simon Harding
Consultant
Expertise: Financial analysis, process optimization, market & competitive analysis
Carlos Morales
Senior Consultant
Expertise: Investment strategy, financial sector consulting, performance optimization
Sebastien Balva
Legal Team
Expertise: Financial market law, regulatory compliance, digital assets regulation