Swiss Latin America Private Wealth Meeting – Geneva

Global Private Wealth - Geneva 2020 is the most sophisticated gathering for UHNWI and Family Offices
seeking opportunities to create value and discuss the most recent trends in wealth preservation, governance and risk-management.
The event will boast a network of knowledgeable professionals meeting to source ideas and make productive connections.
 

January 29th, 2020 | Mandarin Oriental Hotel

 

 

BUILDING PARTNERSHIPS - CULTIVATING VALUE

KEYNOTE SPEAKER

Yves Mirabaud

President:
· Geneva Financial Center

· Association of Swiss Private Banks

· Mirabaud & Cie

FEATURED SPEAKERS

Jorge Fernandez Amann

Jorge Fernandez Amann
Head of International Wealth Management Latin America
Credit Suisse Private Banking

Jorge Fernandez Amann is a Managing Director of Credit Suisse in the International Wealth Management (IWM) division, based in Zurich. In September 2018, he became the head of IWM Latin America. Jorge joined Credit Suisse in 2016 as Head of Advisory & Sales for IWM LatAm.

His career in the financial sector spans over 20 years.

Prior to working at Credit Suisse, Jorge was the Head of Investment Advisory LatAm at UBS in Zurich, before which he was Head of Investment Solutions Wealth Management in Mexico City. Earlier on, he spent more than 14 years working at Banco Santander in Madrid, where he was Head of Emerging Markets Equities in addition to a variety of other roles in Asset Management.

Jorge has a Master’s degree in Banking and Financial Markets from the University of Cantabria in Spain. He also has a Bachelor’s degree in Law, combined with a diploma in Business and Economic, from the Universidad de Deusto in Bilbao, Spain.

George Crosby

George Crosby
Head of Latin America
Deutsche Bank

George Crosby is a Managing Director and the Head of Deutsche Bank Wealth Management Latin America. Based in Miami, Mr. Crosby is responsible for overseeing and growing the Latin America business booked out of the U.S., Geneva and Hamburg.

Prior to joining Deutsche Bank, Mr. Crosby was President of HSBC Private Bank International, where he was responsible for developing and managing the growth strategy for their Latin America client business in the U.S. Previously, he was Group Head of their Brazil Team in the Americas. Mr. Crosby has also held senior roles at ABN Amro Bank in Miami, Banco Itaú Europa Luxembourg and Bank of Boston International.

Mr. Crosby earned a B.A. from the University of New Hampshire in Spanish, with a concentration in History and Latin American Studies.

Antonio Costa

Antonio Costa
CEO
Santander Private Banking International

Antonio Costa is CEO of Banco Santander International, SA since 2009, has over 20 years of experience in the banking and financial industry. He is the President of the Management Committee and is also a member of the Private Banking Executive Committee in Santander Wealth Management and Insurance Division.

Mr. Costa holds a Bachelor Degree in Economics from Complutense University, Madrid and a Master´s degree in Economics and Business Administration from IESE.

Martin Liechti

Martin Liechti
Advisor
Parkview Group

Martin is a veteran of the wealth management industry, with over 30 years of experience as an advisor and leader. During his career at UBS, Martin advanced from a client advising function to General Manger, leading a team of 1600 bankers throughout the Americas.

Martin has also made a mark in philanthropy and education. Martin held a leading role with the UBS Optimus Foundation, which became one of the largest of its kind in Switzerland. His training orchestra for young people, the Verbier Festival Youth Orchestra, grew to become one of the best training platforms for orchestras around the world. Martin is also a member of the board of the Theodora Foundation, the largest clown doctor foundation in Switzerland, which has a sizeable footprint in Europe.

Martin attended the Swiss Banking School and the New York Institute of Finance, and he holds a Federal Banking Diploma from Switzerland.

Marie Owens Thomsen

Marie Owens Thomsen
Global Chief Economist
Indosuez Wealth Management

A veteran economist and strategist, Marie Owens Thomsen is Global Chief Economist at Indosuez Wealth Management. Her work, which is supported by our network of investment specialists around the world, is an essential part of the bank’s investment strategy. An expert in international economics and finance, Marie Owens Thomsen was Chief Economist and Strategist for major international banking groups such as HSBC and Merrill Lynch, in London and Paris respectively, for over 20 years. She also has broad experience outside the financial sector, notably with IKEA, and, for approximately ten years, at the helm of her own company specialised in equipment for horses and riders. Marie joined Indosuez Wealth Management in 2011.

Marie Owens Thomsen holds an MBA from the University of Gothenburg in Sweden as well as a Ph.D. in International Economics from the Graduate Institute of International and Development Studies in Geneva, Switzerland (GIIDS).

Daniel Quai

Daniel Quai
Managing Partner
Crescendo Group

Mr. Quai has 22 years of real estate investment, management and advisory experience. Prior to co-founding CREP in 2013, he was a co-founder, partner and shareholder in Captiva Capital Management Limited that was the investment adviser for a family of closed-end funds called Captiva Real Estate Funds. Captiva was originally a joint venture between Grove International Partners (formerly Soros Real Estate Partners) and Natixis Bank with offices in London, Hamburg, Milan, Paris and Luxembourg. Captiva managed more than €1.0 billion of equity commitments across three funds where Mr. Quai oversaw the acquisition and management of more than 1,700 properties valued at more than €8.0 billion across the United Kingdom and Europe.

Lucas Hernandez

Lucas Hernandez
Managing Partner
LH Strategic Partners

Lucas Hernández se hizo un nombre en la industria como líder de reclutamiento y consultor estratégico en una gestora independiente y en dos firmas de executive search, antes de lanzar su consultora boutique en 2014.

Nacido en Argentina, Lucas se traslada a Suiza en 2010. Se ha servido de su experiencia profesional en el sector financiero para construir una sólida red de profesionales del mundo de la inversión en Europa y América Latina, identificando cambios continuos en la industria y un interés creciente en los mercados emergentes.

Lucas es graduado en ciencias económicas y empresariales de la Universidad de Buenos Aires y un obtuvo un MBA de la Universidad de Maastricht.

David Osio

David Osio
CEO & Founder
Davos Financial Group

Mr. Osio began his career in 1981 as President and CEO of the company OPED Enterprise being responsible for coffee export programs. Subsequently, he held an executive position in LETCO COMMERCIAL COMPANIES. In 1984 David Osio decided to join the law firm MGO in Caracas, he was in charge of dealing with corporate clients such as Ferro Corporation and Consolidated Bank. Given his outstanding career as Legal Advisor and his deep knowledge of banking, Osio came to occupy a leading position in the Private Banking Division of Banco Latino International (BLI) in Miami, and in less than two years, he was promoted to Vice President of Banking Commercial. During this period he oversaw the customer portfolio increase considerably in value and strengthened the bank’s positioning internationally. In 1993 David J. Osio decided to venture out on his own and began the Davos Financial Group of companies, the first business in Venezuela dedicated to providing financial advice for a very select clientele. Since then, David J. Osio has acted as the CEO and founder & has developed a proactive leadership that has allowed him to not only increase the level of income generated but also strengthen and expand the business in a short period of time. Osio has since created independent and licensed companies in several strategic cities, including Geneva, New York, Miami, Panama.

Hubert Musseau

Hubert Musseau
CEO Switzerland and Emerging Markets
BNP Paribas Wealth Management

Arturo Klein

Arturo Klein
Founder
Geneva Family Office

Arturo Klein is a business man and entrepreneur with over 50 years of experience. During his career, he was involved in a variety of industrial activities including mining activities in Chile. Mr. Klein is a shareholder of several agricultural domains including coffee plantations. Subsequently, he was the owner of several banking firms around the world. His career and main areas of expertise lie in the area of banking.

Antonio Marsicano

Antonio Marsicano
Director - Wealth Planning
Credit Suisse Private Banking

Antonio Marsicano, Director, Wealth Planning LatAm at Credit Suisse is an attorney and chartered public accountant with 16 years of experience, which include advising individuals and multinational companies on all international tax aspects of their investments abroad. He has been involved in cross-border tax topics, wealth structuring in a multi-jurisdictional context involving Latin American beneficiaries – currently at Credit Suisse AG and previously at UBS Switzerland AG. Antonio provides information to clients on tailor made solutions, amongst others, by creating and/or maintaining sophisticated wealth planning products (such as trusts, foundations, private investment companies, life insurance products and investment funds).

Before, he was an International Tax Services Manager at EY working in cross-border projects involving Chile, Colombia, Ecuador, Mexico and Venezuela, which required traveling, working, managing teams and training colleagues in the domestic offices of EY. His experience encompasses working as Legal Counsel of the Transactional Services Unit of an international trust company. He was in charge of the development and marketing of new products involving corporate structures, trusts, private investment companies and investment funds. Additionally, he was a lecturer (for the seminar “South American Clients”) at the Executive Master of Advanced Studies in International Taxation (MASIT) at the Université de Lausanne (UNIL) in Switzerland. As well as speaker on topics related with taxes and tax treaties at: Curacao, Shanghai (China), Mexico, Switzerland and Venezuela and on topics related to international tax in several professional/academic institutions.

Carlos  Ribeiro-Peixoto

Carlos Ribeiro-Peixoto
CIO
Brainvest Wealth Management

Brainvest WM ‘s Partner and Chief Investment Officer for International markets, Mr Peixoto has been working for 20 years in the Private Banking industry (UBS, Deutsche Bank, Credit Suisse) and is Swiss, French and Portuguese citizen. Mr Peixoto holds a Master’s degree in Finance from Paris-Dauphine university and is chartered Financial analyst from SFAF and CEFA.

Klemens Zeller

Klemens Zeller
Executive Director Wealth Advisor
JP Morgan

Klemens is a Wealth Planning professional with more than 15 years of global experience in advising international HNWI clients. He has solid expertise in wealth structuring, wealth preservation, integrated wealth transfer solutions, governance, trust planning and tax optimization strategies in a multi-jurisdictional context.

Daniel  Reiser

Daniel Reiser
CEO
Britannia Financial Group

Peter Zeller

Peter Zeller
CEO
Fresh Corporation
(Switzerland)

With FRESH Corporation AG, Peter Zeller is now on the forefront of efforts to increase the supply of sustainability sourced seafood by creating sustainable seawater farms that can provide fresh sea bream, sea bass and king fish that will be cultivated independent of the sea, without antibiotics and growth promoters, and free from unwanted environmental influences. Currently, he is also President of the Board of NXTCORPORATION AG, a business development company, and Today Zurich AG, a communication company. Mr. Zeller was previously the Vice President of Marketing and Communications at Swiss International Airlines, where he was instrumental in the launch of the Swiss International Airlines brand following the grounding of Swissair. He also created Whitebook Tailored Notebooks (whitebook.com), a patented modular notebook system in the luxury segment with a social background.

Stanislas Perromat

Stanislas Perromat
Founding Partner
Privatam

Stan is a French entrepreneur who acquired his 15 years of experience in leading global banks in London and New York. Noticing a lack of adequate services available to professional investors, he co-founded Privatam to offer what he likes calling a “3 Stars Michelin” personalized service. As the manager of key strategic partnerships, he also coaches the structuring team establishing very close relationship with all investment banks and heads new projects. Ardent fan of the Cote d’Azur’s exceptional quality of life, both a tireless worker and an accomplished « waterman », Stan, grew up in the Basque Country and is proud of its southwestern human values.

Guilherme Barbosa

Guilherme Barbosa
Vice President - Latam CIO
Mirabaud Group

Natalia Monnard

Natalia Monnard
Senior Portfolio Manager
UBS Private Banking

Natalia Monnard started her career in the banking industry in 2011 when she moved to Geneva to join UBS. She focused on the WM LatAm market for two years after which she moved to Zurich to become Head of Business Management for WM Global Emerging Markets. In 2016, the Management Committee appointed her Chief of Staff for WM Europe & Emerging Markets, becoming the youngest CoS in the bank. The business unit consisted of 445bn in invested assets with 2000 front producing staff. In 2018 and after more than seven years in management, Natalia decided to take on a new challenge and is currently the Senior Project Portfolio Manager for Wealth Management Europe, Middle East and Africa at UBS, heading some of the largest projects in the region focusing on organizational change, efficiency drivers, and client strategic initiatives.

Prior to joining UBS, Natalia worked as a donation analyst at Nacional Monte de Piedad in Mexico City, focusing on philanthropic activities. In 2006, she spent six months in Nepal volunteering in a refugee camp where she acted as division coordinator and crisis manager during the war.

Natalia Monnard holds a Master of Business Administration from the International Institute for Management Development (IMD), a Master’s degree in International Economics from the Universitat de Barcelona and a degree in International Relations from the Instituto Tecnológico Autónomo de México (ITAM).

Stefan Jenni

Stefan Jenni
COO
Itaú Unibanco Zurich

Philipp Leibundgut

Philipp Leibundgut
CEO
4E Capital Family Office

Philipp Leibundgut is CEO of 4E Capital in Zug. He studied economics, banking & finance at the University of Zurich. Philipp started his career at Credit Suisse, where he held various positions within the Corporate & Institutional Banking department. In 2012, he joined the investment team of the pension fund of North Carolina in Raleigh, where he focused on Private Equity & Hedge fund strategies. Back in Switzerland, he started his role as a Portfolio Manager within Credit Suisse, mainly serving UHNWI and Institutional clients. Since mid 2018 he serves as CEO of 4E Capital.

Mourtaza Asad-Syed

Mourtaza Asad-Syed
CIO
Landolt & Cie

Mourtaza Asad-Syed is CIO & Member of the General Management at Landolt & Cie. Was the the founder and CIO of Yomoni, France’s first 100%-online wealth management company. He has more than 20 years of experience in financial markets, consulting and portfolio management with a great focus on macro dynamics and investment strategy. Previously, he was the Chief Strategist of Société Générale Private Banking after working at JP Morgan, “Caisse des Dépôts” and McKinsey. Mourtaza hold graduate degrees from ENSAE, Ecole d’Economie de Paris, in Economics and Statistics and an MBA the University of California at Berkeley. He was also the president and founder of the ISAG, the Investment Strategist Association of Geneva, wich gathers CIO, chief economists and strategists from 20 major banks in Geneva.

Richard Sentkar

Richard Sentkar
Head of Brazil Market and Latam
BNP Paribas Wealth Management

Manuel De Luque Muntaner

Manuel De Luque Muntaner
Founder & CEO
Block Asset Management

Manuel E. De Luque Muntaner is Founder & CEO of Block Asset Management, the first Blockchain/Crypto focussed Alternative Investment Fund Manager (AIFM) registered with the regulator in Luxembourg (the CSSF) and manager of the world´s first Fund of Funds. More than two decades’ experience across all fields of private banking, asset management, institutional fund distribution, marketing, investment research and manager selection.

Over 8 years as director of a regulated Equity Long/Short Fund of Hedge Funds, responsible for fund due diligence and selection.

Has worked as VP and Director at Private Banks such as Citibank, Lloyds TSB and Credit Suisse in Monaco, Isle of Man and Spain. Co-founder of Wealthics Global Partners.

Manuel holds a Master Degree in Banking and Finance and an MBA. He also has a Bachelor’s in International Business and the PowerMBA.

Marcos Esteve

Marcos Esteve
CEO
Banque Heritage

Marcos Esteve joined the Bank in 2006 and has held a number of key senior management positions before being named Chief Executive Officer in July, 2017.

From January 2014 to July 2017, Mr. Esteve was Global Head of Private Banking. His prior assignments included Chief Financial Officer and Chief Operating Officer of the Bank, positions which afforded him an in-depth and thorough understanding of the intricacies of banking operations, the inherent regulatory framework, and the Bank’s client service offering. Before joining Banque Heritage, he was Chief Financial Officer at a leading firm in the global fashion industry where he was responsible for the financial management of the group and where he also sat on the Board of Directors. During this time, he was appointed a member of the Board of Directors and of the Executive, Audit, and IT committees at Banque Heritage.

Mr. Esteve started his professional career in the corporate internal audit division of Nestlé’s Swiss headquarters.

Mr. Esteve holds a Master’s degree in Business Information Systems from the University of Lausanne, HEC as well as a Master’s degree in Economics, majoring in Business Administration from the same establishment.

Daniel Vegue

Daniel Vegue
Partner & CEO
ATLAS Capital Advisors

Diego Pivoz

Diego Pivoz
Wealth Planning Director MENA
HSBC Private Banking
(US)

Diego Pivoz is a Tax and Estate Planning Atorney with over 15 years of experience dealing with high-net worth clients in Latin America. Diego is a Director at HSBC Private Bank (Suisse) and the Head of LatAm Wealth Planning. Prior to his existng job, Diego held a number of senior management roles with the Amicorp Group in Curacao, New York, and Barcelona. Diego holds a J.D. from UBA (University of Buenos Aires, Argentna) with specializatons in Commercial and Corporate Law. Diego is a member of the Buenos Aires Bar and the Internatonal Bar Associaton and has also been awarded a Diploma in Internatonal Trust Management by the Society of Trust and Estate Practtoners (STEP).

René La Barre

René La Barre
CEO and Founder
Global Wealth Management Consulting GmbH

With more than two decades of experience at UBS Wealth Management in four continents, René has a broad scope of experience in setting up and managing award winning multicultural teams who help HNWI and UHNWI families mainly from the Emerging Markets to realize their financial goals.

René obtained both a civil law master degree in Switzerland as well as a common law master degree in the US, and is a highly regarded international professional in the Wealth Planning space, with an outstanding track record in both the creation and management of sophisticated Wealth Planning structures and other tax planning solutions, mainly for Latin American families. René also has gained vast experience as a board member and president of Chambers of Commerce, operating Companies in the Financial Service sector, as well as operating Companies in the Oil and Gas sector. René is the CEO and founder of Global Wealth Management Consulting GmbH which helps HNWI and UHNWI families with an emphasis from the Emerging Markets to reach their financial goals mainly concerning succession and tax planning topics. Global Wealth Management Consulting GmbH also assists banks and Family Offices in defining an implementing the Wealth and Tax planning strategies for their clients.

Marc Rahola Matutes

Marc Rahola Matutes
CEO
OD Group
(Spain)

Marc Rahola is CEO and Founder of OD Group, a holding company that includes businesses in hospitality, real estate, private equity, construction, architecture and engineering, and agriculture. His constant desire for new challenges and meaningful evolution of the businesses he has founded, has led him to build this wide-ranging and longstanding portfolio. Current projects see the group managing hotels in Ibiza, Mallorca, Barcelona, Côte d’Azur and developing hotels in Madrid and Miami, as well as developing luxury real estate in Ibiza and Andorra.

Marc has recently moved to London from Ibiza, as he believes the UK and the capital city gives the business an opportunity to learn and improve commercially through the quality talent, networking and experiences it provides. As OD Group continues to evolve into a global concept, London represents a strategic hub for the business in reaching the rest of the world.

Marc was born in Barcelona into a family of entrepreneurs: his father Victor Rahola, a prestigious architect; and his mother Mayte Matutes, a well-respected interior designer. He decided to take a different route studying Business Administration and Management to masters level before joining the wider family business in hospitality, Palladium Hotel Group, in 1998. Today this company manages more than 47 hotels in Spain, Italy, Mexico, Jamaica, Brazil and Dominican Republic, and owns the trademarks; Fiesta, Palladium, Ushuaia, Only You, Ayre Hotels, and Bless Collection (recently launched). Marc is still a member of the board.

During his 10 years working for Palladium Hotel Group, he was lucky enough to be part of a huge expansion, which saw the business invest more than $500 million to grow to over 3,000 keys. Marc’s role involved creating and shaping teams in Mexico, Jamaica, Brazil, Italy and developing processes including acquisition, planning, licensing, and construction. It was a high-pressure time in which he matured quickly and learnt a vast amount of skills.

In 2009, Marc founded OD Group based on the initials of his first hotel, Ocean Drive in Ibiza, which was born out of a belief that there was another hospitality opportunity for Ibiza. Marc Rahola, said: “At that time, there weren’t boutique or lifestyle hotels and those that were smaller and unique focused on hedonistic niches that excluded many people. I was fascinated with boutique concepts like Costes and Pershing Hall in Paris or the Boundary in London and was convinced that this style could somehow be adapted in Ibiza. People said they didn’t think it would work there because of the short season and no potential to charge the kinds of prices these other cities could command, however I really believed it could work.”

From that first hotel, Marc and his team has built a collection that sees each hotel as an experiential hub that connects the guests to their surroundings and enriches their stay in the destination.

Marc is always looking at the sector and the wider world and from that has created a group of businesses, and people within them, that focus on being able to adapt and evolve in new disrupting scenarios.

Marc believes: “Nowadays the behaviours of clients are changing quicker than ever before and those companies which succeed are those that are flexible to adapt to this, such as Airbnb, Uber, and WeWork. I think the most decisive component in this flexibility is the team and their ability to understand changing behaviours, question the current approach, and openness to adapt and evolve.”

Marc loves a challenge and has even been known to say that mistakes make him feel alive. He really approaches all his businesses with the ethos that there’s only one life and once it’s done there is no going back. He believes in facing challenges head on and learning from mistakes, rather than living in fear and then regret.

The OD Group portfolio includes:

• OD Hotels

• Ryans Hotels&Apts. (Hotel)

• The White Angel (Real Estate)

• Roca Borras (Construction)

• Ocean Almond (Agricultural business)

• EIH (Hotel Supplies)

• OD Project Monitoring (Architecture and Engineering)

• Ocean Group Capital (Private Equity).

Family is hugely important to Marc, and he attributes a lot of his success to the support of his wife, parents and aunts. Outside of work, Marc loves to travel, especially getting lost in a European city with his wife and children - walking through its streets, museums, and restaurants for hours. Marc believes having interests outside of work is essential for a balanced and productive life. Marc also takes time to decompress by cooking and playing the guitar, something he started at university where he had his own rock band.

For more information, visit www.odhotel.com or www.odgroup.es

Diego Caballero

Diego Caballero
Senior Vice President Investment Specialist
Intesa Sanpaolo Private Bank Suisse

Diego Caballero is the Head of Advisory and Institutional Clients Office at Intesa Sanpaolo Private Bank (Suisse) Morval SA. Prior Diego was the Head of Advisory team for the LATAM Division in EFG (previously BSI) and Senior Portfolio Manager in Santander Private Banking. Diego is a CFA charterholder and holds a MBA from the University of Geneva and a degree in economics from the National Autonomus University of Mexico (UNAM).

Giuseppe Cicatelli

Giuseppe Cicatelli
CEO
Bacalia Group
(Panama )

Giuseppe Cicatelli is an Italian born International Businessman and President of Bacalia, a business conglomerate and investment holding company with 16 subsidiaries and 200 employees within the Group. Chairman of the Board of Fundación Bacalia, and a funder of Downside Up, an international charity organization supporting children with Down’s Syndrome. Bocconi University Graduate with a Finance Master’s Program at the New York University Stern School of Business and an Executive Program at Harvard Business School.

Andres Valdivieso

Andres Valdivieso
Institutional Business Director
Participant Capital

Andres Valdivieso ha trabajado durante más de 18 años en la industria internacional de bienes raíces y finanzas de Miami y NY.

Desde la creación de estructuras de vehículos de capital privado para clientes locales e internacionales que buscan oportunidades inmobiliarias con altos rendimientos y menores riesgos, hasta la gestión de un equipo de distribuidores experimentados y corredores internacionales sobre cómo gestionar de manera efectiva las expectativas de los clientes latinoamericanos que invierten en bienes raíces en los Estados Unidos. La experiencia de Valdivieso aporta un componente clave al mercado de inversión alternativa que busca diversificarse en el sector inmobiliario en todo el mundo.

Alex Contreras

Alex Contreras
Head of Global Development
Flex Funds

Raimundo Martin

Raimundo Martin
Partner
LH Strategic Partners

Pedro Yagüez

Pedro Yagüez
CEO
Columbus Investment Partners
(UK)

Pedro Yagüez es socio fundador y presidente de Columbus Investment Partners, un fondo europeo especializado de capital de pequeña y mediana capitalización. Anteriormente se desempeñó en Governance for Owners como socio principal y fue jefe de Pan-European Equities en AIM Investment Managers en Dublín y Citi Group Asset Management. Pedro tiene una licenciatura en Economía de la Universidad Complutense de Madrid; Máster en Administración de Empresas por IE Business School, Madrid; y un Máster en Finanzas de la London Business School.

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