Team
A team of dedicated
professionals committed to
exceeding your expectations
TEAM
Andreas Liechti
Edouard Bertarelli
Stefan Eurnekian
CEO
Stefan Eurnekian
Edouard Bertarelli
Stefan Eurnekian
Director
Edouard Bertarelli
Edouard Bertarelli
Edouard Bertarelli
CFO
Félix Schweizer
Félix Schweizer
Edouard Bertarelli
CIO
Albert Balmat
Félix Schweizer
Albert Balmat
Wealth Manager
James Walton
Félix Schweizer
Albert Balmat
Wealth Manager
Frank Safra
Sheryl Brown
Sheryl Brown
Wealth Manager
Sheryl Brown
Sheryl Brown
Sheryl Brown
Independent Consultant
Simon Meier
Sheryl Brown
Simon Meier
Independent Consultant
TEaM
Executive Management
- Leads the overall strategic direction and vision of the company
- Oversees daily operations, ensures cross-departmental performance and execution
- Drives financial strategy, investment management, and investor relations
Finance Department
- Supervises overall financial strategy, budgeting, capital allocation, and funding
- Monitors budgets, forecasts, margin analysis, and financial performance across departments
- Manages financial reporting, general ledger, AP/AR, fixed assets, and statutory closings
- Oversees cash flow, banking relationships, debt, investments, and tax compliance
- Delivers financial modelling, project analysis, due diligence, and strategic insights
Wealth & Investment Management
- Defines investment strategy, manages asset portfolios, and oversees allocation decisions
- Provides personalized wealth advisory, portfolio structuring, and client planning
- Develops estate plans, asset protection strategies, and succession structures
Compliance & Risk
- Ensures regulatory compliance, internal audits, and anti-money laundering controls
- Implements internal controls, monitors financial risk, fraud prevention, and process integrity
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