• Home
  • News
    • People moves
    • Africa
    • Asia
    • Australia
    • Canada
    • Caribbean
    • Domicile
    • Europe
    • Latin America
    • North America
    • Middle East
    • US
    • US
    • UK
  • Products
    • Funds
    • Pensions
    • Platforms
    • Insurance
    • Investments
    • Private Banking
    • Citizenship
    • Taxation
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Directory
  • Video
  • Advertise with us
  • Directory
  • Events
  • European Fund Selector
  • Newsletters
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
  • Advertise with us
  • Directory
  • Events
    • Upcoming events
      event logo
      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-25 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
      View all events
  • European Fund Selector
International Investment
International Investment

Sponsored by

Sharing Alpha
  • Home
  • News
  • Products
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Video
  • Equities

Heravest & Anglo-Swiss Advisors announce partnership

Heravest & Anglo-Swiss Advisors announce partnership
  • Jonathan Boyd
  • Jonathan Boyd
  • @jonathanboyd
  • 08 May 2019
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  

Heravest, the Geneva based investment adviser, has agreed a partnership with Aubonne based consultancy Anglo-Swiss Advisors to share resources and knowledge to serve institutional clients.

Together, they will offer advice and solutions across asset allocation, portfolio construction and selection of investment vehicles, for those clients seeking to outsource these types of functions. Types of clients targeted include pension funds, family offices, independent wealth managers and different types of banks - however, both companies also will continue to offer services independently of each other.

Related articles

  • Anglo-Swiss Advisors, Incisive Business Media ink deal to help fund managers improve presentations
  • Geneva boutique goes independent
  • Ex-Credit Suisse manager selection head joins Anglo-Swiss Advisors
  • Vontobel poaches UBS WM head

The partners of both organisations are well known to each other from previos buy side roles at Swiss private banks Ferrier Lullin and Lombard Odier.

Key people from Heravest include:

  • Jerome Baillaud, partner - CIO: has more than 15 years' experience in fixed income and FX fund management; he has worked for Amundi in the high yield and emerging market debt space, as a global fixed income strategist and fund manager for BNP Paribas and Lombard Odier IM, and Blue Lake Advisors before co-founding Hexavest in 2017.
  • Philippe Schindler, CEO and board member: Has more than three decades of investment experience; started in 1984 at Arthur Andersen, then joined Ferrier Lullin a financial analyst, portfolio manager, head of AM an CIO; joined lombard Odier as head of the strategy team, then Lloyds Private Bank as CiO before funding Blue Lake Advisors. Co-founder of Hexavest in 2017.
  • Philippe Rezzonico, partner - CIO: Has three decades of experience as a financial analyst on Swiss and European markets, fund manager and strategist; head of investment at Ferrier Lullin, European fund manager in IAM, member of the Investment Committee at Mirabaud, before joining Blue Lake Advisors. Co-founder of Hexavest in 2017.

The partners and co-founders of Anglo-Swiss Advisors, as previously outlined by InvestmentEurope (https://www.investmenteurope.net/news/4000718/anglo-swiss-advisors-incisive-business-media-ink-deal-help-fund-managers-improve-presentations) include Jean-Marc Bianchi, partner, Laurent Auchlin, managing partner and Philip Goldsmith, managing partner.

Commenting on the partnership announcement, Philip Goldsmith said factors such as the previous joint working history and ability to service clients anywhere from Switzerland meant it made sense.

"It's up and running now. We've been working on it for months. It's not a merger. We still bring a few separate things ourselves, such as the manager selection work [at Anglo-Swiss Advisors] but this bit of the consulting work we are doing together."

The joint work will progress to serve clients across Europe, including the UK, depending on the pipeline of new business, he added.

  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
  • Topics
  • Equities
  • Fixed Income
  • Alternative
  • Ferrier Lullin
  • Heravest
  • Jerome Baillaud
  • Philippe Schindler
  • Philippe Rezzonico
  • Marc Bianchi
  • Laurent Auchlin
  • Philip Goldsmith
  • UK
  • Switzerland

More on Equities

Evenlode to launch global equity fund under Elliott and Knoedler

  • Equities
  • 13 April 2021
Future of international fund domiciles in post-pandemic world

  • Alternative
  • 09 April 2021
T. Rowe Price opens investment research office in Shanghai

  • Equities
  • 02 March 2021
Comment: Can equities tolerate higher bond yields?

  • Comment
  • 26 February 2021
HSBC AM unveils new alternatives investment team

  • Alternative
  • 17 February 2021
Back to Top

Most read

First digital only bank in UAE set to go live
First digital only bank in UAE set to go live
UK government must 'U-turn' on pension age change
UK government must 'U-turn' on pension age change
Standard Chartered names Singapore heavy hitter for global role
Standard Chartered names Singapore heavy hitter for global role
DeVere UK and Fidelius enter strategic partnership
DeVere UK and Fidelius enter strategic partnership
Bitcoin hits record high on cusp of Coinbase IPO
Bitcoin hits record high on cusp of Coinbase IPO
  • Contact Us
  • Marketing solutions
  • About Incisive Media
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading