About

Benjamin became the Company’s Managing Partner in 2020. Prior to joining Helvetic Investor Group, he was part of Credit Suisse’s Advisory and HNWI team and M&A consultant. Benjamin holds a PhD. In Economics from the University of Lausanne and is a Certified Welath Manager (CWMA). He teaches at HEC Lausanne and is a founding member of “La Médicale Romande”, a professional network dedicated to medical activities.

Jean-Michel has been active for over twenty years in banking in Monaco. In 1999, Jean-Michel created Helvetic Investor Group SA (previously Investor Gestion SA) in Geneva. He holds a Degree from the Arts & Metiers Institute of Technology in (Institut Technique des Banques). He is a graduate of Bank of France, and is currently the Treasurer for the Geneva Association of Wealth Managers (AGP-G).

Yves founded his own company based in Valais (CH) in 1996, under the name Conseils.ch Gestion de Patrimoine SA. The Company focuses on and is specialized in the area of fiduciary activities, taxes, real estate and wealth management. Yves first joined CHF Capital SA before becoming a Board Member of Helvetic Investor Group in 2023. Yves holds a Master in Economics from the University of Fribourg.

Claude-Henri spent ten years at First Abu Dhabi Bank. He was Managing Director and Head of Global Asset Management for First Abu Dhabi Bank (FAB) in the United Arab Emirates. Prior to that, he helped set up the FAB Private Bank (Switzerland) franchise in Geneva first as Head of Private Banking and then as Investment Department Head. Prior to that, Claude-Henri worked with Index Ventures on venture capital and private equity transactions. Claude-Henri has also worked as a Relationship Manager for various family offices in Geneva. Claude-Henri holds a degree in Economics and Business Management from HEC Geneva.

Emily is Helvetic Investor Group’s Compliance Officer. She joined the Company in 2011 as Administrative Assistant and was able to grow professionally throughout the years. She now has a number of roles, among which Chief Administrative Officer. Prior to joining the Company, Emily was Client Adivsor at Banque Populaire.

Bruno joined Helvetic Investor Group SA as Head of Investments in 2025. Prior to that, he worked for over twenty years in investment and financial markets. He notably held positions as a financial analyst and equity sales at Oddo BHF, head of business development within Paris-based asset management firms, and co-manager of a thematic fund at Quaero Capital. Bruno holds a Master's degree in Economic Sciences from Paris Dauphine University.

Geneviève has been working in banking and accounting for over thirty years, with major institutions such as EY, Citigroup, First Abu Dhabi Bank and EFG Bank. She brings a wealth of experience in investment and private banking, handling the various banks’ strategic and institutional clients. She was involved in complex credit and M&A transactions.
Geneviève holds a Master’s degree in International Relations from the Graduate Institute and an MBA from the University of Geneva.

With 30 years of experience in large European banking groups and insurers, Didier has worked for the last 10 years in private banking, notably
in business transfer advice and wealth management for entrepreneurs. Since 2019, he has worked as an independent wealth manager within a Geneva based company. On December 1, 2023, he joined Helvetic Investor Group. Didier holds a DU from AUREP in Heritage Management.

Véronique has been serving private banking clients since 2018. She began her career at Pictet Wealth Management before joining Edmond de Rothschild, where she advised private clients on direct investments in private markets (private equity, real estate, infrastructure). In 2023, she left the bank to join an independent advisory firm in Geneva, where she advised private clients on strategic and financial matters. She joined Helvetic Investor Group in 2025 as a Senior Wealth Manager. Véronique holds a bachelor’s degree in Economics and Business Management from HEC Lausanne.

With more than 20 years of experience in private and institutional wealth management, Toavina has worked in independent wealth management companies in Geneva and Luxembourg. Simultaneously, in 2011 he founded his company S.W.I.N.G (Sports Wealth Investment Group) which manages the interests and careers of professional athletes. He joined the Helvetic Investor Group on 1 December 2023. Toavina holds a Bachelor of Science in Information Systems with a major in Finance.

Cédric joined Helvetic Investor Group SA in 2025 as a Senior Wealth Manager, bringing over 15 years of experience in wealth management. He began his career at Credit Suisse, where he spent 13 years advising Swiss-resident private clients. In 2022, he continued his career with an independent wealth management firm in Geneva. Cédric is a Certified Wealth Management Advisor (CWMA) and was recognized as the best graduate in Switzerland.