We manage
wealth for tech entrepreneurs
Our clients have created 21st-century breakthrough technologies – we provide them peace of mind.
Contact Us
As an independent asset manager and multi-family office, we are a sparring partner to first-generation wealth originated from your skills and the great technologies of our times.
Based in Switzerland
Regulated by Finma
Independence
We eliminate the conflicts of interests inherent in many banks through transparency by separating your bank from the investment manager function.
Integrity
We are FINMA-licensed and audited by Grant Thornton Zurich. We do not receive inducements or kickbacks from any banks or asset managers.
Partnership
We team up with leading international banks and trusted external specialists to seamlessly address the needs of our clients.
The art of tailoring: creativity at its core
Our clients have passionate world views – we provide bespoke solutions matching their convictions.
Our clients’ asset allocation includes traditional, digital, private and alternative assets. We aspire to shape investment management for the younger generation so the capital gets allocated more efficiently.
Our Offering
Genesis Ecosystem
Multi Family Office solution for tech entrepreneurs
Wealth & Succession Planning
Strategic wealth structuring with bespoke tax planning, and global relocation support. Integration of alternative stores of value such as digital assets and collectibles to enhance long-term resilience.
Family Advisory
Family governance and strategy development, investment committee setup, tailored education programs, and coordination with trusted external partners across legal, tax, and real estate.
Real Estate
End-to-end support across sourcing, structuring, financing, and managing real estate investments, in coordination with trusted partners and specialists.
Holistic Wealth Strategy
A comprehensive approach to structuring and overseeing traditional, digital, and private assets, including portfolio construction, risk management, and cost efficiency across the entire balance sheet.
Wealth Management
Advisory and discretionary asset management, including cash management, portfolio monitoring, banking infrastructure setup, and structured financing and mortgages.
Private Market Access
Direct access to leading private equity, venture capital, private debt and infrastructure target funds through proprietary, cost-efficient feeder fund structures.
Wealth Lifecylce
The Exit: Structuring Wealth for What Comes Next
Creating direction for an evolving asset base
Turning Liquidity into Lasting Wealth
When entrepreneurs and their families sell part or all of a business, they typically acquire a significant and varied asset base in exchange. Managing this transition well requires a structured, professional approach that goes well beyond standard portfolio administration. Without early planning, the transition can lead to fragmented investment structures, poor returns, erosion of capital and excessive risk-taking. The stakes are high, and the window to act is often narrow.
Pre-Exit
Your Strategy, Built Around Your Priorities
Early planning and strategizing are essential to a successful transition. This begins with addressing several fundamental questions:
What will our future asset base look like, what level of return do we require, and what cashflow is needed to sustain our financial commitments and lifestyle?
Who is responsible for investment decisions, and how will those decisions be governed?
Do we have the internal capabilities to manage our assets effectively, or would we benefit from professional support?
Post-Exit
Turning Liquidity into Lasting Wealth
When entrepreneurs and their families sell part or all of a business, they typically acquire a significant and varied asset base in exchange. Managing this transition well requires a structured, professional approach that goes well beyond standard portfolio administration. Without early planning, the transition can lead to fragmented investment structures, poor returns, erosion of capital and excessive risk-taking. The stakes are high, and the window to act is often narrow.
Your Strategy, Built Around Your Priorities
Early planning and strategising are essential to a successful transition. This begins with addressing several fundamental questions:
What will our future asset base look like, what level of return do we require, and what cashflow is needed to sustain our financial commitments and lifestyle?
Who is responsible for investment decisions, and how will those decisions be governed?
Do we have the internal capabilities to manage our assets effectively, or would we benefit from professional support?
We support entrepreneurs across the full wealth lifecycle
we engage pre-exit
helping you plan & prep
liquidity event
post-liquidity structuring
multi-generational stewardship
generational Wealth
The Family Tree
Growth on fruitful soil
Building Wealth
First Generation
First generation wealth owner, entrepreneur. Developing a business, establishing family values, vision and culture. Setting the scene for generations to come through thoughtful succession planning and structuring
Managing and Structuring Wealth
Second Generation
Establishing ways of working together between and within generations. Creating understanding among a common visions and goals. Taking over responsibility as future wealth owners.
Preserving and Growing Wealth
Third Generation and beyond
Preserving family relationships and wealth. Uniting the family around a common vision and culture. Nurture family talent.
about us
Meet our team
We are a seasoned team of financial experts.
Relationship Management
Investment Management
Operations
Joana Frey
Head of Operations
Dr. Costa Vayenas
Chief Investment Officer
Dario Arnold
Co-Founder and Board Member
Tetiana Marty
Operations Assistant
Manuel Bolliger
Head of Portfolio Management
Frederic Lebel
Senior Advisor
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Timon Baldauf
Junior Portfolio Analyst
Rafael Studer
Co-Founder & Managing Partner
Nicolas Bretscher
Relationship Manager
Maximilian Meurer
Relationship Manager
Mariya Tkachenko
Relationship Manager
Joël Ackle
Client Account Manager
Lisa Baach
Client Account Manager
Fabian Graf
Client Account Manager
Marija Ivanovic
Client Account Manager
Julia Szczepanska
Client Account Manager
