Bertrand Molliere
Portfolio Management
Mr. Molliere previously worked as a Senior client investment advisor at Julius Baer in Zurich and as a Senior investment manager at Credit Suisse in Zurich and Geneva covering the UK market. Mr. Molliere began his career with JP Morgan in London as an equity analyst and fixed income sales-trading professional. Mr. Molliere holds a Master of Science in Economics and Finance from the University Paris Dauphine and a Master of Science in Finance and Econometrics from the University of London. He is also a Certified Wealth Management Advisor (CWMA) in Switzerland. Mr. Molliere enjoys kitesurfing on the Red Sea and Mixed Martial Arts. He is a French and Swiss citizen.
Services
Strategic Partnerships for Financial Excellence
Our Partners bring decades of experience in global wealth and asset management, with backgrounds in private banking, investment advisory, and cross-border structuring. They lead client relationships and guide strategy across all service areas, from portfolio construction and wealth planning to regulatory navigation and family governance. Their role is not just strategic but also highly personal, building trust through consistent, long-term partnership.
Discretionary Accounts
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Advisory Accounts
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Financial Planning
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Services
Optimized Portfolio Strategies for Wealth Growth
The portfolio management team manages discretionary and advisory mandates across public and private markets. They combine macro insights with deep asset class expertise to build portfolios aligned with each client’s risk profile, liquidity needs, and long-term objectives. Their approach is flexible and open architecture, drawing from a global network of banks, custodians, and investment providers.
Discretionary Accounts
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Advisory Accounts
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Financial Planning
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Get in touch
Your Partner in financial freedom
We are committed to building lasting relationships based on trust, transparency, and excellence.
Our experts provide tailored guidance across all areas of wealth management – from optimizing assets and planning for retirement to navigating international opportunities.
Reach out to discover how a clear, strategic approach can help you secure and grow your wealth with confidence.
Bertrand Molliere
Partners, Portfolio Management
