OUR TEAM

More than 70 experienced professionals, of 18 nationalities and speaking 10 languages, are at your disposal.

The members of our team, highly qualified and experienced professionals in wealth management, are chosen for their recognized competencies and complementary skills.

Our independence gives us the freedom to objectively select investment managers who excel in their field, often specialized in a specific asset class and/or region.

Our team of analysts, portfolio managers and compliance specialists will provide the solutions that best meet your needs.

Joakim D. Lehmkuhl

FOUNDING PARTNER / CHAIRMAN

Joakim founded Octogone Gestion SA in 1995 with Gilles Lambotte and Urs Hodler, whom he met while working with Bearbull, after two years with Ferrier Lullin & Cie as Portfolio Manager. Previously he had moved to Norway to work for the Investment Department of Orkla Borregaard, a major Norwegian financial and industrial corporation, after spending five years in New York, where he trained with Brown Brothers Harriman.

Joakim is an Economics graduate from the University of Colorado in Boulder.

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Gilles Lambotte

Founding Partner

Gilles founded Octogone Gestion SA in 1995 with Joakim Lehmkuhl and Urs Hodler. From 1981 to 1995, he worked at Bearbull as Portfolio Manager, then became member of the Investment Product Committee before joining the company’s board.

Prior to that, he spent several years in the USA with U.M.C. Industries as Assistant Vice President in the Mergers and Acquisitions Department, after a year with Paribas and two years with the French Foreign Service in the Middle East.

Gilles is an Economics graduate from the University of Geneva.

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Miguel Gonzalez

PARTNER & CEO, BOARD MEMBER, PANAMA

Miguel Gonzalez joined the Octogone Group in 2019 through a strategic alliance between Firmus Broker & Asset Management Inc., which he founded in 2014, and the Octogone Group.

Firmus Broker & Asset Management Inc. changed its name to Firmus-Octogone Inc to reflect this alliance and develops Private Banking, Corporate and Institutional solutions from Panama with the Octogone Group.

Prior to that, Miguel spent 14 years as Managing Director of Syz & Co Bank and Trust Ltd, in Nassau, Bahamas, growing the AuM of the Bank as well as its team.

Previously, he has worked several years for Pictet Bank & Trust Ltd in Nassau as Client Relationship Manager and in Management.

Miguel graduated from the University of Geneva in Economics and Law.

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David Georges-Picot

PARTNER & PORTFOLIO MANAGER, GENEVA

David has become a Partner in 2021. He joined Octogone Gestion SA in 2018, from Edmond de Rothschild (Suisse) SA – Private Banking, were he held the position of Director between 2004 and 2018. Prior to that, he was an equity broker for six years at Global Equities Paris. He began his career as Financial Analyst at ABN AMRO in Paris and Société Générale in New-York.

David holds a major in finance BA & MBA from Pace University, New York.

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Christophe Lambotte

PARTNER

Christophe joined Octogone Gestion SA as a partner in 2006 from Notz, Stucki & Cie, where he was also a partner. From 1986 to 2000, he worked for Lombard Odier in Geneva, where he co-founded the Department of Alternative Investments before moving to the Private Portfolio Management Division in 1994. Prior to this, he spent five years with Dow Chemical Mideast Africa in Geneva and Dow Chemical Europe in Zurich.

Christophe is  a Chemical Engineering graduate from the Ecole Polytechnique Fédérale of Lausanne and an Economics graduate from the University of Geneva.

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Alexis Morange

PARTNER & PORTFOLIO MANAGER, GENEVA

Alexis has become a Partner in 2021. He joined Octogone Gestion SA in 2013, from Pictet & Cie SA in Geneva, where he had held various positions since 2004. He acted first as a Senior Sales Executive for the Global Market Sales team and then worked as a trader for the Equity Derivatives team before transferring to Pictet Alternative Investments, where he worked as a Hedge Fund advisor. In 2010, Alexis joined Pictet Asset Management to co-launch and co-manage a Global Long/Short Equity Fund called Kronos and held these responsibilities until July 2013. Prior to that, he was an Institutional Sales executive for global equities with an independent equity broker in Paris and a Junior Sales Trader on European markets for ABN AMRO in Paris.

Alexis is an International Affairs graduate from the American University of Paris.

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Faraz Sultan

PARTNER & PORTFOLIO MANAGER, GENEVA

Faraz Sultan became a partner in 2021 after joining Octogone at the beginning of 2020. Up to that time, from 2016 to 2019, Faraz was Co-Chief Investment Officer of HBK Investment Advisory SA, a multi-family office based in Geneva focused on multi-asset class investing.

Prior to that, Faraz worked as senior PM at Atlas Capital, before joining HSBC Alternative Investments, where he worked as global head of portfolio management from 2006 to 2015, and was responsible for the management of a team of portfolio managers based in multiple jurisdictions. He later helped launching a start-up asset Management business focused on Alternative Investments called Massena Investments Limited.

Faraz graduated from University College London in 1995 with a Bachelor of Science in Economics. He then joined the graduate training program at Cigna Investment Management during which he obtained his Investment Management Certificate.

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Manuel Echeverria

PARTNER & CIO

Manuel Echeverria Falla has over 30 years of experience providing advisory, portfolio management and fund management services to institutions, family offices and HNWI.

Manuel joined Octogone Gestion SA first as a consultant in 2010, before becoming a partner in 2013. Prior to joining the Octogone Group, he spent 1 year as a partner of Notz, Stucki & Cie, a Geneva based independent asset manager. Previously he worked for 19 years for the Santander Group where he was first responsible for building the portfolio management activity for the Private Banking (International division). In 2001 he created and managed the hedge fund activity for the Santander Group. This business unit of Santander, led and managed by Manuel, was managing over $11 billion with 75 professionals in Geneva, London, New York, Singapore, Tokyo and Madrid, when he left in mid-2008. Prior to joining the Santander Group, he was a fixed income trader and portfolio manager in JP Morgan in Geneva, after completing JP Morgan’s training program in NY and working there for 2 years. He began his career in JP Morgan in NY, in 1985.

Manuel Echeverria Falla holds a Master of Management degree from Northwestern University's Kellogg School of Management (Evanston, Illinois), and a Bachelor of Science from the School of Management of Babson College (Wellesley, Massachusetts).

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James Giraldo

PARTNER

James Giraldo joined Octogone Group as a partner in 2014 and is currently based in Miami.

He started his career at Chase Asset Management in New York as a portfolio manager and a member of the investment policy committee for institutional and private banking clients. He was sent to Switzerland and became the Senior Investment Officer for Latin America and Southern Europe as well as running US Dollar strategy. After that he joined the investment boutique Guyerzeller Bank with USD 31 Billion under management as head of Latin America and in charge of building their institutional and asset management business in the region. When Guyerzeller Bank was acquired by HSBC he was made Business Sector head and Managing Director for the Southern Cone for HSBC in Latin America.

James is currently taking courses in Sustainable Finance and Impact Investing at Harvard University. He is a passionate student of the global economy, markets and their relevance to the design of investment strategies.

University of Pittsburgh, Pennsylvania – Bachelor of arts and science in international Economics and Finance

University of Urbino, Italy – Italian Literature

INSEAD, Fontainebleau – Management Development Program

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Ana Maria Jadid-Gonzalez

PARTNER, DIRECTOR-CHAIRMAN OF THE BOARD, PANAMA

Ana Maria Jadid-Gonzalez, co-founder of Firmus Broker & Asset Management Inc. in 2014, joined the Octogone Group through an alliance between the Octogone Group  and Firmus Broker & Asset Management Inc. in 2019.

Firmus Broker & Asset Management Inc. changed its name to Firmus-Octogone Inc to reflect this alliance and develops Private Banking, Corporate and Institutional solutions from Panama with the Octogone Group.

Ana Maria Jadid-Gonzalez holds the position of Director-Chairman of the Board of Firmus-Octogone Inc. and is a certified broker by the SMV (regulator) in Panamá.

Ana Maria obtained a Marine Biology University degree (Bogotá-Colombia) and a Master Sc. from Geneva University (Switzerland).

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Jean-Marc Tornare

CEO GROUP, BOARD MEMBER, PRESIDENT OF THE BOARD (Geneva)

Jean-Marc joined Octogone in September 2013 as Managing Director. Prior to that, he spent five years as a member of the Executive Committee of the Banque de Dépôts et de Gestion, a subsidiary of the UBI Banca di Banche Italiane Group, where he held various leadership roles, particularly finance and relations with regulators. He previously worked as manager of a Family Office in Geneva, after spending six years with Schindler and several years at KPMG in Geneva and Zurich.

He holds a Master of Science (MSc) from the University of Lausanne (Faculty of Hautes Etudes Commerciales) and a Bachelor of Law in Swiss Law (Blaw).

Jean-Marc is also the Director of Fininvesta SA.

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Pedro Aguila

SANTIAGO PARTNER & CIO, SANTIAGO

Master en Finanzas de la Universidad Adolfo Ibañez, Chile y graduado en Ingeniería Comercial de la Universidad Católica de Chile. Trabajó siete años en el mercado de bonos internacionales. Trabajó en Munita, Cruzat & Claro, Compañía de Servicios Financieros en Chile; WAC Research y como Gerente de Trading de Renta Fija Internacional en el Banco Penta, Chile. Se incorpora a Octogone en 2011.

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Reynald Clavien

LUXEMBOURG PARTNER, COO & BOARD MEMBER, LUXEMBOURG

Reynald (of Swiss and Luxembourg nationality) is an entrepreneur and Director of companies in Luxembourg. He has been a Director of Kronos Vision Fund UCIT since its origin.

He was part of the core team of Banque Pictet (Europe) SA in Luxembourg where he was in charge of the trading room.

After an apprenticeship at SBS, Reynald worked at UBS in Zurich-Römerhof, Messel & Co in London and Robert Fleming & Co, Geneva and BCB & Partners SA, Luxembourg.

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Manuel Bengolea

SANTIAGO PARTNER & CEO, SANTIAGO

Master en Administración de Empresas en Columbia Business School, USA y graduado en Estadísticas de la PUC de la Universidad Católica de Chile. Trabajó nueve años como Economista Asesor del Banco Central de Chile antes de integrarse al Grupo Santander. En 1992 funda FIT Research, empresa líder en Chile en la Gestión de Activos Financieros para clientes de alto patrimonio, que vende en el 2007 para fundar WAC Research y se retira en noviembre de 2011. Columnista de los medios escritos más prestigiosos de Chile, panelista del programa Economía Global de Radio Infinita y profesor visitante desde 1996 de la Escuela de Negocios de la Universidad de Notre Dame, USA. Se incorpora a Octogone en diciembre de 2011 a cargo de la oficina para Latino América.

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Alain Rochette

SANTIAGO PARTNER & EXECUTIVE DIRECTOR, SANTIAGO

Trabajó en Citibank/Citicorp 30 años ocupando diversos cargos en Chile, Japón y Estados Unidos. Entre ellos Gerente de Finanzas de Citibank Chile y Director Regional de Mercados para Latinoamérica con base en EEUU y Comité Ejecutivo de Dirección para la Región. A su regreso a Chile, entre el 2012 y 2015 fue el Gerente de la Banca Corporativa e Inversiones del Banco de Chile. Durante su carrera en estas dos instituciones formó parte del directorio de distintas filiales y subsidiarias. En la actualidad se desempeña como asesor financiero en Inversiones y Finanzas Corporativas, incluyendo la participación en directorios de Family y Multifamily Offices.

Ingeniero Civil Industrial de la Universidad de Chile con cursos de especialización en EEUU, Europea y Asia, incluyendo el Financial Management Program de la Universidad de Stanford.

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Alfonso Perez

LUXEMBOURG PARTNER & PORTFOLIO MANAGER, LUXEMBOURG

Alfonso joined Octogone Gestion (Geneva) in June 2012 as a partner, after the combination of Octogone Gestion and Independent Financial Managers SA (Geneva), which he had co-founded in 2003.

Prior to that, he spent two years at Ferrier Lullin & Cie and two years at Banque Notz & Stucki as a Deputy Head of Relationship Management for the Private Banking, before both banks merged eventually.

Previously, he had worked several years at Banco Santander (Switzerland) in management positions with the International Private Banking division and had started his career at UBS.

Alfonso graduated from the University of Geneva in Economics.

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Matías Yousef

SANTIAGO PARTNER & PORTFOLIO MANAGER, SANTIAGO

Master Finanzas de la Universidad Adolfo Ibañez de Chile y graduado en Ingeniería Comercial de la misma universidad. Trabajó seis años en Wealth Management en Larraín Vial hasta el año 2016, fecha en que se incorpora a Octogone Chile. En el año 2019 se gradúa del AFP (Advanced Finance Program) de la Universidad de Pensilvania, The Wharton School.

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Mikkel Herman

CEO, Miami

Mikkel worked as a currency dealer and proprietary trader from 1993-2001 for Credit Suisse and CS First Boston in New York. He has been with Octogone since 2001, first as an advisor on currency hedging strategies and later managing internally seeded funds. He opened the Miami office in 2016 and brings 25 years of experience successfully managing risk and delivering consistent returns for private clients. Licensed Series 65.

Mikkel is a Graduate of Yale University (BA) and Boston University (MA).

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Alain Kunz

CEO, nassau

Alain joined Octogone Fund Management Ltd. as Managing Director in November 2017. He has been living and working in the Bahamas since 1998 where he established a wealth management firm and subsequently set-up and managed a bank for a Bahamian Trust company. Prior to that, he had worked for the Swiss Bank Corporation (now UBS) in Switzerland, in the Private Banking department.

Alain is a Graduate in International Relations from the Institute of International Studies of Geneva.

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Nic Corsetti

SENIOR CLIENT ADVISOR, CEO & BOARD MEMBER, CAYMAN ISLANDS & SENIOR CLIENT ADVISOR, MIAMI

Nic Corsetti, who has worked in the financial services sector for more than 20 years, joined Octogone Advisors (Cayman) Ltd. - formerly Clairmont Advisors (Cayman) Ltd. - in 2017 as a Senior Client Advisor and head of the Cayman office.

Previously, he was the General Manager of EFG Bank, Cayman Branch and a Director of EFG Wealth Management (Cayman) Ltd. In this joint role, Nic managed a team of 19 employees while also providing banking and investment advisory services to a group of clients that he brought to EFG.

Prior to that, Nic was the Chief Operating Officer at Admiral Administration Ltd. (now part of the Maitland Group), a Cayman based fund administration company. From 2000 - 2008, he served as the Deputy Managing Director and Head of Treasury and Asset Management at Bank Austria Cayman Islands Ltd. (now part of the 
UniCredit Group). Nic started in career at Deloitte & Touche as an audit senior working in both the Detroit and Grand Cayman offices.

He holds both Bachelors of Business Administration and Masters of Accounting degrees from the Stephen M. Ross School of Business at the University of Michigan. Nic earned his CPA in the state of Michigan in 1997 and earned his CFA Charter in 2004.

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Carlos Valencia

LUXEMBOURG PARTNER & ADVISOR, PANAMA

Carlos joined Octogone Gestion (Geneva) in August 2011 as a partner, prior to the combination of Octogone Gestion and Independent Financial Managers SA (Geneva), which he had co-founded in 2003.

Prior to that, he spent eleven years at Banco Santander (Geneva and Miami) with various management positions within the Private Banking Units and as a Deputy General Manager of the Front-Office desk.

Previously, he had worked as a Relationship Manager at Union Bancaire Privée (formerly TDB American Express Bank) in Geneva and New York, and had started his career at Tradition Financial Services (Lausanne).

Carlos graduated from the University of Lausanne (Faculty of Hautes Etudes Commerciales) in Economic Sciences.

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Manuel Tejeiro

LUXEMBOURG PARTNER & PORTFOLIO MANAGER, LUXEMBOURG

Manuel joined Octogone Gestion (Geneva) in June 2012 as a partner, after the combination of Octogone Gestion and Independent Financial Managers SA (Geneva), which he had co-founded in 2003.

Previously, he had worked several years at Banco Santander (Switzerland) in management positions with the International Private Banking division and had started his career at Credit Suisse.

Manuel graduated from the University of Geneva in Economics.

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Paul-Martin Seguin

SENIOR CLIENT ADVISOR & BOARD MEMBER, CAYMAN ISLANDS

Paul-Martin Seguin joined Octogone Advisors (Cayman) Ltd. - formerly Clairmont Advisors (Cayman) Ltd. - in 2018 and has over 25 years of direct relevant experience in the financial services industry, having worked in a similar capacity with other institutions, such as EFG Bank in the Bahamas and the Cayman Islands and at Credit Agricole Suisse and National Bank of Canada (International) in the Bahamas. Paul-Martin has extensive experience working with high net worth (HNW) clients and families and also with institutions, both on an advisory and discretionary basis.

Originally hailing from Canada, Paul-Martin worked there for many years at the National Bank of Canada in various roles. He was the manager of the bank's Immigrant Investor Program for two years, and before that he was in charge of bank's the registered retirement savings plan products.

He received his MBA in Finance and a BA in Business Administration from Universite du Quebec in Montreal, Canada and also holds a Certificate in International Trust Management from the Society of Trust and Estate Practitioners (STEP).

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Santiago Rivas

LUXEMBOURG PARTNER & PORTFOLIO MANAGER, GENEVA & LUXEMBOURG

Santiago co-founded in 2003 Independent Financial Managers SA. in Geneva, whose activities were combined with the ones of Octogone Gestion in 2012. Prior to that, he joined Banco Santander (Switzerland) first as an account manager in the International Private Banking division in 1992 and then spent two years in Buenos Aires as Deputy Representative, after managing private clients for several years at Paribas and Credit Suisse in Geneva.

Santiago is a Commercial and Industrial Sciences graduate from the University of Geneva.

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Marc Schlund

PORTFOLIO MANAGER & CEO, ZURICH

Marc joined Octogone in 2021 as senior client advisor and CEO of Octogone Zurich. He has more than 20 years of experience in the wealth management industry.

Before joining Octogone, Marc worked at Bank Julius Baer in Zurich where he was leading a team focusing on wealth management clients in the UK. Prior to that, he was with UBS for 15 years in various roles in Switzerland, Hong Kong and Singapore. He started his career as a strategy consultant for Bain & Company.

Marc graduated in 1999 with an Master in Business Administration from the University of St.Gallen (HSG).

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Benjamin Hein

SENIOR CLIENT ADVISOR, MIAMI & BOARD MEMBER, CAYMAN ISLANDS

After founding Octogone Advisors (Cayman) Ltd. - formerly Clairmont Advisors (Cayman) Ltd. - in 2016, Benjamin Hein joined Octogone NA in 2020.

Previously, he was Chief Operating Officer and investment committee member at BigSur Partners, a Miami-based multi-family office. He also worked as a senior analyst and senior portfolio manager before becoming President and Chief Investment Officer at EFG Capital Advisors.

He holds a B.A. degree from Columbia University and an M.A. degree from The Paul H. Nitze School of Advanced International Studies (SAIS) of The Johns Hopkins University.  He also holds the following professional certifications and designations:  Chartered Financial Analyst, Certificate in Investment Performance Measurement, and CERTIFIED FINANCIAL PLANNER - TM.

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Julien Vogler

PORTFOLIO MANAGER & CIO, LUXEMBOURG

Julien joined Octogone Europe SA in January 2018 as a Portfolio Manager and become CIO on April 1st 2021.

Prior to that, he worked as an Investment Advisor at BGL BNP PARIBAS Wealth Management in Luxembourg, where he contributed to financial markets’ coverage and portfolio management.

Previously, he worked with the fund management teams of CM-CIC Asset Management and Turgot Asset Management in Paris.

Julien holds a Master’s degree from the “Centre d’Etudes Franco-Américain de Management" and a Bachelor’s degree in Business Administration from Temple University (Philadelphia).

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Manuel Arteaga

CEO, LUXEMBOURG

Manuel Arteaga has a Law Degree from the University of Huelva and a Master's Degree in Law from ICADE. He is member of the Madrid Bar since 2002. He has also taken courses in international and European law at the Paris VII-Denis Diderot University and the International Court of Justice in The Hague.

The professional experience of Manuel Arteaga is mainly focused on compliance, regulatory and tax aspects, specifically of an international nature and related to the banking and insurance sector. In particular, he specializes in the analysis and structuring of financial and insurance products, as well as advice in the field of private banking, estate planning and Luxembourg unit linked life insurance within a European global exposure area.

During his professional career, Manuel Arteaga has worked in well-known international financial entities, such as "BNP Paribas" and "ING", as well as in law firms specialized in Financial and Banking Law such as "Castro, Sueiro & Varela" which is now integrated at KPMG Spain.

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Javier Gayo Somoza

PORTFOLIO MANAGER, FININVESTA, GENEVA

Javier joined Fininvesta in 2020 as Junior Portfolio Manager.

Prior to that, he spent seven years as Senior Relationship Manager at Julius Baer Bank (Geneva). He started his career in 2004 at Banco Santander Suisse SA covering high and ultra-high net worth Latin American clients.

He is Certified Wealth Management Advisor (SAQ – CWMA).

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Jose Ignacio Ferrer Perez

PORTFOLIO MANAGER, LUXEMBOURG

Jose Ignacio  joined Octogone as a Senior Wealth Manager.

Prior to that, he spent two years at Goleta Fund, a Luxembourg Sicav Fund as Head of Business development.

Previously, he spent 5 years working at  Highmount Capital   (New York)   and  JP Morgan (New York) in the International Private Banking sector covering high and ultra-high net worth private clients.

He started his career in Ixe- Banorte Grupo Financiero in Mexico City.

Jose Ignacio holds a Bachelor degree in Economics at Universidad Anahuac, Mexico City

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Fernando Mantovani Pinilla

PORTFOLIO MANAGER, PANAMA

Fernando Mantovani Pinilla joined the Octogone Group through an alliance between the Octogone Group and Firmus Broker & Asset Management Inc. in 2019.

Fernando holds the position of Client Manager of Firmus-Octogone Inc. and is a certified principal executive and broker by the SMV (regulator) in Panamá since 1996.

Fernando worked as Executive Director of Julius Baer Investments (Panama S.A.) during the last 7 years. Prior to that, he held various positions for Merrill Lynch Wealth Management in Panama and in Miami.

Fernando graduated from the Pontifícia Universidade Católica de São Paulo (PUC-SP) in Economics.

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Niccolo di Brazza

PORTFOLIO MANAGER, GENEVA

Niccolo has joined Octogone Gestion SA in 2020. Previously he worked for some family offices and Wealth Management companies in Italy and Monaco, and for some international banks like HSBC and ABN AMRO.

In 2007 and 2008 he was a Founding Partner and responsible for the opening of the institutional French brokerage activities of SAL. OPPENHEIM FRANCE.

He holds a Bachelor of Arts and a Major in International Relations and Economics, from the American University of Paris.

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Gala Parés

PORTFOLIO MANAGER, LUXEMBOURG

Gala joined the Octogone Europe team in December 2020 as Director & Head of Spain for Octogone Europe. Based in Luxembourg, she leads the Spanish market with tailor-made portfolio management solutions and family office services for selected high-net-worth clients.

Gala has over 15 years of experience in banking and private wealth management. She has spent 10 years as a Senior Wealth Manager, Head of Catalonia, at CA Indosuez Wealth (Europe) and 4 years in BGL BNP Paribas in Luxembourg.

Gala is a certified European Financial Advisor by EFPA Spain. She holds a Master degree of Science in Finance and Economics by the University of Luxembourg and two university degrees (Economics & Business Administration and Advertising, Public Relations & Marketing). Gala has Spanish and Luxembourgish nationalities and is fluent in 8 languages.

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Florent Ghose

PORTFOLIO MANAGER / ANALYST, GENEVA

Florent joined the Octogone Group in 2015, started as junior analyst in 2016 and became Portfolio Manager in 2020.  Prior to joining the Octogone Group, he was a member of the Junior Entreprise HEC in Lausanne, where he managed mandates between businesses and students. Previously he did an internship with Genesis Burson-Marsteller in Gurgaon in India, a Public Relation consulting firm, where he assisted the Client Servicing team.

Florent holds a Bachelor of Science in Economics from the University of Lausanne (HEC).

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George Crowder

SENIOR CLIENT ADVISOR, CAYMAN ISLANDS

George is a professional senior investment strategist and senior portfolio manager with over 20+ years of experience managing global individual stock and bond portfolios for institutions, HNW clients, Trusts, and family office clients.

He has been heavily involved in the investment management process with respect to economic analysis, asset allocation, investment strategy, quantitative and qualitative analysis, individual security and fund manager selection, and evaluation.

George acted for many years as head of investment committees in which his responsibilities included tactical allocations to equity and bond portfolios, stock sectors, fixed income quality, and currency exposure. He has also co-managed both Global equity and Canadian bond funds.

George has worked for various companies, such as Guardian Capital Advisors L.P., S.V.P as Senior Portfolio Manager, Head of the Investment Committee; TD Private Investment Counsel and H.S.B.C. Bermuda as Portfolio Manager; and I.B.M. Corporate Finance-Credit.

He holds an MSc. Financial Economics from the University of London, U.K., a Financial Risk Manager from G.A.R.P., C.A.I.A (L1), an Honours Bachelor of Commerce Degree in Finance from the University of Windsor, and a Bachelor of Arts Degree from the University of Western.

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Desi Alegre

PORTFOLIO MANAGER, GENEVA

Desi joined Octogone Gestion SA as a Junior Portfolio Manager in 2021 covering ultra-high net worth clients from the Middle East.

In his prior role, he spent four years as a Portfolio and Fund Analyst at HBK Investment Advisory SA, a multi-family office based in Geneva focused on multi-asset class investing.

He started his career in 2004 at Bank Syz Geneva within the Data Management as a Team Leader, where he took part in the development and successful launch of a Hedge fund pricing information system. From 2007-2015, he then held various senior roles within the operation and investment management of alternative asset class at Gottex Funds Management (Lumx Group) and Harcourt Investment Consulting AG (Vontobel Group) based in Zurich.

He studied HEC Business Administration at the University of Geneva and holds a Professional diploma in Management from the Open University Business School. In 2020, he obtained an Investment Management Specialization from the University of Geneva.

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Andrea Atrib

PORTFOLIO MANAGER, GENEVA

Andrea joined Octogone in January 2019. She has over 25 years of experience in Financial Markets, 10 years in Investment Banking and 15 years in Private Banking.

Andrea has been living in Geneva for 13 years, where she has worked as Senior Banker at UBS, Morgan Stanley and J.P Morgan, covering high and ultra-high net worth private clients. Before joining Octogone she was working at Sartus Capital in Geneva as a Portfolio Manager.

Andrea holds a Bachelor degree in Economics at Pontifícia Universidade Católica de São Paulo and a MBA in Finance at IBMEC São Paulo.

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Grégoire Post

PORTFOLIO MANAGER, GENEVA

Grégoire joined Octogone in August 2021. After four years in a banking consultancy in Paris, Grégoire moved to Switzerland in 2007, where he joined HSBC Private Bank in the finance department, dedicated to Treasury Market Risk and Asset Liability management. He transitioned to Wealth Management with a focus on Middle East in 2012, first within Crédit Suisse and UBS, then taking on a more entrepreneurial role at boutique brand, BIL.

He graduated from EMLyon in 2003, became CFA charterholder in 2011 and obtained his MBA from INSEAD in 2012.

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Felipe Azambuja

PORTFOLIO MANAGER, FININVESTA, GENEVA

Felipe joined Fininvesta in 2020. Previously he spent three year at Octogone Gestion SA and five years at Edmond de Rothschild in Geneva, where he actively worked developing the LATAM private wealth management department. Prior to that he spent seven years at Safra Group, first in Miami as a Vice President in wealth management and later in Geneva as a portfolio manager for the LATAM region.

Earlier he worked for 2 years at BSI Investment Advisory in Miami as a portfolio manager and member of the investment committee. Before that he moved to Rio de Janeiro where he worked for three years at SOTEP SA, a company involved in the oil sector, as new business developments. He started his professional career working for eight years at ABN AMRO Bank in Miami as a relationship manager within the private banking department.

He holds a Bachelor degree in Business Management and Organization from the University of Miami.

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Patricio León

ADVISOR, SANTIAGO

Sebastian Duenas Uribe

PORTFOLIO MANAGER, MIAMI

Sebastian joined Octogone NA in 2020. Previously, he was Partner and Senior Portfolio Manager for Clairmont Advisors, where he worked since its inception.

Prior to that, he worked as Director covering High Net Worth families in Latin America for UBS Private Bank and he managed Colombia Capital, a new issuer development program, for the Colombian stock exchange. From 2008 to 2011, Sebastian worked as an Associate at SG Hambros Bank & Trust (Bahamas) advising HNW individuals and families on wealth management structures and investment strategies.

He holds a B.S. from Universidad de los Andes in Bogota in Business Administration (2005), a Master’s in Advanced Finance from IE Business School in Madrid, Spain (2011) and an Executive MBA from Cornell University (2015).

A Colombian national, Sebastian speaks fluent Spanish and English.

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Uilma Castella

PORTFOLIO MANAGER, GENEVA

Uilma has over 25 years of experience in the financial markets. After graduating with a bachelor degree in finance and accounting in Brazil, she moved to Switzerland.

She started her career in Switzerland at American Express in Geneva, before joining Merrill Lynch Private Bank (Suisse) SA. She later joined HSBC Private Bank (Suisse) SA and subsequently worked as a senior relationship manager at BNP Paribas.

Before joining Octogone Gestion, she worked as Portfolio Manager for Sartus Capital in Geneva. Uilma has lived in Geneva for 25 years.

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Anita Bustos

SENIOR CLIENT ADVISOR, MIAMI

Anita joint Octogone NA in July of 2020. Previously, she was a Senior Client Advisor at Clairmont Advisors, where she started in April of 2019, after retiring from 35 years working for Citibank.

Prior to joining Clairmont Advisors Anita worked at Citi Private Bank in Miami, covering ultra high network clients from Venezuela. In her role as Director and Private Banker she worked closely with investment counselors and investment specialists in bringing to bear the full spectrum of Citi products and services including, investment management, derivatives, structured notes, trust services, lending, foreign exchange, and alternative investments. Anita holds FINRA Series 7 and 66 licenses.

Anita began her career at Citi in 1984, when she joined the local branch of Citi in Mar del Plata, Argentina.  In 1990 she relocated to New York to Citi International Personal Banking and in 1994 she joined Citi Private Bank as a Service Officer working with the unit head. In 1997, she moved to Miami where she later became a Private Banker in 1998.

Anita received her MS in Biology from Universidad Nacional de Mar Del Plata and an MS in Finance from the Chapman Graduate School of Business at Florida International University.

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EDUARDO NORONHA

ADVISOR, PANAMA

Eduardo joined Firmus-Octogone Inc. in 2020, after developing his career in Brazil, Panama and Bahamas in technical and commercial areas of banking for medium, large, institutional companies and ultra-high net worth individuals.

He is an experienced professional in Latam Markets such as Brazil, Mexico, Guatemala, Honduras, El Salvador, Nicaragua, Costa Rica, Panama, Colombia, Peru, Argentina and Uruguay; as well as in dealing energy products as part of risk management.

Eduardo was in charge of the relationship with ultra-high net worth individuals, and also with several industries like chemicals & petrochemicals, oil & gas, real estate, automotive, food & protein, agribusiness, energy, telecom, IT retail, electronics, diversified industries and financial institutions.

He is a certified broker by the SMV (regulator) in Panamá.

Eduardo holds a Post Graduate in Finance and Executive MBA Worldwide Program, and graduated from the University of Pisttsburg, United States.

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Kristian Kwiecinski

CONSULTANT, PANAMA

Kristian Kwiecinski joined the Octogone Group in 2019 through a strategic alliance between Firmus Broker & Asset Management Inc., which he joined in 2012 as a Director, and the Octogone Group.

Economics graduate from the University of Geneva, Switzerland. His professional career began in 1995 with Swiss Bank Corporation in Panama (now UBS) as an officer in the Trade Finance unit and moved to the Private Banking unit for Latin America in 1997.

In 1998 he joined Pictet Bank & Trust in Nassau, Bahamas, where he was appointed head of the Latin American desk, specializing in personal and family wealth management.

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Pierre Sciarrino

PORTFOLIO MANAGER, GENEVA

Pierre joined Octogone Gestion (Geneva) in 2012 as a Senior Portfolio Manager, after the combination of Octogone Gestion and Independent Financial Managers SA (Geneva), where he worked before.

Prior to that, he spent seven years at Mirabaud Gestion Privée SAM (part of Mirabaud Group) in Monaco, as the Managing Director.

Previously, he held for eleven years, various management positions within the Private Banking department of CFM Monaco (part of Crédit Agricole Group) and had begun his career with Ecuador’s Banco de Crédito in Ecuador as director of personal and commercial banking.

Pierre holds a Master’s degree in Business Administration from Old Dominion University (Norfolk, Virginia).

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George Maillis

PORTFOLIO MANAGER, NASSAU

George Maillis joined Octogone Fund Management Limited in January 2019, after spending 5 years with Andbank Bahamas as Relationship Manager and Deputy Managing Director. Prior to that, between 2006 and 2014 he was a Relationship Manager and a Director of UBS (Bahamas) Limited in Nassau. From 2000 to 2006 he was an Associate Director at Banca del Gottardo’s Bahamas branch.

George holds a BA in economics from College of the Holy Cross, Worcester Massachusetts, USA, the International Diploma in Compliance and Anti Money Laundering from ICA, and a Wealth Management MBA from Manchester University in the UK.

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Magdalena Lacchini-Fasana

PORTFOLIO MANAGER, GENEVA

Volker Degenhardt

SENIOR CLIENT ADVISOR, MIAMI

Volker joined Octogone NA in August 2020. Previously, he served as the Director Representative and Office Head for UBS AG in Colombia for 8 years. He has over 16 years of private banking experience, working in leading roles with private banks of distinguished reputations like Merrill Lynch, Wegelin & Co. and UBS AG managing Ultra High Net-Worth families in Colombia and Mexico.

Volker holds a Bachelor of Business Administration from Universidad de la Sabana with a combined degree from the University in Colombia and FH Muenster: University of Applied Sciences in Germany.

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Oscar Gomez

PORTFOLIO MANAGER, GENEVA

Oscar has been a Junior Relationship Manager at Octogone Gestion SA since 2013. Prior to that, he worked for the UHNWI Latam’s department at HSBC Private Bank (Suisse) SA and five years with Independent Financial Managers SA in Geneva.

Oscar is a graduate in Business Economics from the University of Applied Sciences of Economics in Lausanne.

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Grégory Driot

PORTFOLIO MANAGER, GENEVA

Grégory joined Octogone in 2016, after advising private individuals and family offices on cross assets investments for several years. Prior to that he worked as a physical and paper oil trader between 2002 and 2011 in a major oil trading company, after spending a few years with Deutsche Bank in corporate finance and Chase Bank in London in the Debt Capital Markets department as an analyst.

Gregory is a graduate from EBS London with a BA (major in Economics).

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Juan Gonzalez

PORTFOLIO MANAGER, GENEVA

Juan joined Octogone Gestion SA in 2021 as a Portfolio Manager.

Prior to that, he worked from 2012 to 2020 as a Relationship Manager at LGT Bank (Suisse) SA, covering high and ultra-high net worth European clients.

He started his career in 2007 at bank Clariden Leu Ltd as a Junior Relationship Manager.

Juan holds a master in International Relations from the Graduate Institute of International and Development Studies in Geneva and is a Certified Wealth Management Advisor (SAQ – CWMA).

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Jorge Madridejos Pérez

PORTFOLIO MANAGER, LUXEMBOURG

Jorge joined Octogone Europe SA in 2020 as Junior Portfolio Manager.

Prior to that, he worked at the financial department of Tendam Global Fashion Retail, and had some internship's experiences at PSA Peugeot Citroën, Deutsche Bank and Mesoamerica Enterprises, as well as an international experience in Vancouver Island (Canada).

Jorge holds a bilingual Business Management Degree from the University Francisco de Vitoria (Madrid, Spain).

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Veronica Marx

LEGAL OFFICER, GENEVA

Veronica joined Octogone Family Office SA in 2017. Prior to that, she worked as a Senior Trust Officer for Butterfield Trust (Switzerland) Ltd. in Geneva for nearly three years and spent seven years in Zurich, where she worked for Quilvest (Switzerland) Ltd. and Cititrust (Switzerland) Ltd. as a Senior Trust Officer. Veronica started her carreer in trust with Barclaytrust (Switzerland) Ltd. in Geneva, where she stayed three years.

Veronica holds a Master in Law from the University of Lausanne and Zurich.

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Milenko Mitrovic

Analyst, SANTIAGO

Master of Science in Finance de la Universidad Adolfo Ibañez, Chile y graduado en Ingeniería Comercial de la Universidad Adolfo Ibañez. Trabajó siete años en el mercado financiero en renta variable y renta fija. Trabajó en Celfín Capital, corredores de bolsa; y como Analista Senior de Estudios en Penta Vida Compaía de Seguros Vida, Chile. se incorpora a Octogone Chile en 2012.

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Nicole Massardo Echeverria

Analyst, Santiago

Ingeniera Comercial con especialidad en finanzas de la Universidad Adolfo Ibáñez, Nicole se incorpora a Octogone Chile en febrero del año 2021.

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Julie Attanucci

Analyst, GENEVA

Julie joined the Octogone Group in March 2019 as an Investment Analyst. Prior to joining the Octogone Group, she was a Private Equity Analyst Intern at Hermance Capital Partners, an investment boutique focusing on private markets. Previously to that, Julie worked at Philip Morris International, responsible for the development of a quantitative model forecasting commodities’ price, as part of her master thesis.

Julie holds a Master of Science in Finance as well as a Bachelor of Science in Economics from HEC Lausanne, with an exchange program at the University of St. Gallen (HSG). She also holds the Chartered Alternative Investment Analyst (CAIA ®) designation.

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Maria Barbey

Marketing, GENEVA

Maria joined Octogone in January 2013. Previously, she spent twenty years in Banco Santander (Suisse), Geneva, where she held various functions: head of human resources, head of marketing and publications for the Santander Private Banking (International division). She started in Santander as a junior portfolio manager.

Maria holds a Certified Public Accounting degree, from the Faculty for Economic Sciences of the University of Cordoba, Argentina.

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Mateo ECHEVERRIA

Analyst, GENEVA

Mateo Echeverria joined the Octogone Group in October 2020 as an investment analyst. Prior to joining the team in Geneva, he did a six-month internship as a research assistant at the Octogone Group in 2015, during his university studies.

Mateo holds a BA in Sociology with a concentration in Economic and Social History from the University of Geneva, and an MSc in Sociology: Migration and Ethnic studies from the University of Amsterdam.

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Régis Muletier

Analyst, GENEVA

Régis Muletier has over 30 years of experience providing advisory services and discretionary portfolio management to institutions, family offices and HNWI.

Régis joined Octogone in 2017. After his friendly departure from J.P. Morgan (« JPM »), he set up his own company, which was taken over by Notz Stucki, where he was Co-CIO of alternative investments in charge of the advisory business and a member of the investment committee. While at JPM he started the advisory business and founded JPM’s Absolute Return Products Group, which he managed for eleven years until 2000. As Global Head, he was responsible for all hedge fund advisory services provided to international and institutional clients at JPM. He also served as CIO, Head of Research and Chairman of the Investment Committee of J.P. Morgan’s Luxembourg funds of hedge funds. Previously, he was a client advisor and trader at Unigestion SA and a currency trader at Chase Manhattan Bank.

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CLEMENT A. PENN JR.

COMPLIANCE OFFICER, CAYMAN ISLANDS

Prior to joining Octogone Advisors (Cayman) Ltd. - formerly Clairmont Advisors (Cayman) Ltd. - in January 2019, Clement was Compliance Officer at Clairmont Trust Company Limited.

From 2013 to 2018, Clement was Compliance and Money Laundering Reporting Officer at CBH (Bahamas) Ltd, a subsidiary of Compagnie Bancaire Helvetique SA (Geneva, Switzerland).

Prior to joining CBH Bahamas, he was employed with the Government of the Bahamas' Department of Immigration where he served as an Immigration Officer for five (5) years serving in many roles. Among them, Clement served in the Office of the Directorate and Acting Secretary to the Immigration Board.

He holds a B.S in Business Administration from Florida Memorial University (2005), Diploma, Compliance and Anti-Money Laundering from International Compliance Association (In association with Manchester School of Business, UK) (2010) and Diploma, International Trust Management from Central Law Training Intl., Society of Trust and Estate Practitioners.

Clement is an Associate, Bahamas Institute of Financial Services (ABIFS), Professional, Bahamas Association of Compliance Officers (BACO) and Member, Society of Trust and Estate Practitioners - Bahamas Chapter (STEP).

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Sheryl Collins

FINANCIAL OFFICER, Nassau

Sibilla La Spina

COMMUNICATIONS OFFICER, GENEVA

Sibilla joined Octogone Gestion S.A. in January 2019, after working for three years as a freelance Communications Adviser. Prior to that, she worked for more than fifteen years as Communications and Project Manager for various Geneva based foundations, active in the field of finance.

Sibilla holds a Master in Arts (Languages and Literature) from the University of Geneva, and a Brevet fédéral in Public Relations.

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Gabriela Gomez

COMPLIANCE OFFICER, MIAMI

Gabriela worked in private banking (Citibank) and money transfer (Intermex) as a department head. She is currently responsible for all client due diligence and onboarding, as well as all regulatory and compliance matters and liaison with custodians and clientele for reporting, documentation and KYC.

Gabriela is a Graduate of Florida International University (BS, MS Finance) and licensed Series 65.

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Cindy Thompson

COMPLIANCE OFFICER, nassau

Christophe Boson

FINANCIAL OFFICER, geneva

Aurélie Hausin

COMPLIANCE OFFICER, GENEVA

Aurélie joined Octogone as Compliance Officer on March 2020, after working as Manager in Compliance for the Geneva Compliance Group (Switzerland) SA.

Prior to that, she works almost 10 years in the trust industry. She was Head of Swiss Compliance and trust officer for the trust company Geneva Management Group (Switzerland) SA after staying three years as Senior Trust Officer TEP at Horizon Trustees (Suisse) SA. She started her career in trust as Trust Assistant for Rothschild Trust (Switzerland).

Aurélie studied Management, Economics and Accounting at HEG in Geneva, she is a fully qualified STEP Member and obtained the Compliance officer Diploma at VisionCompliance in 2018.

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EOIN FITZPATRICK

FINANCIAL OFFICER, CAYMAN ISLANDS

Eoin joined Octogone Advisors (Cayman) Ltd. - formerly Clairmont Advisors (Cayman) Ltd. - in 2019. Previously, he worked in Financial Management within the Management Consulting department of KPMG Ireland. In this role, he spent over 4 years working with a range of clients in the Banking, Aircraft Leasing and Retail sectors identifying and implementing both cost and operational efficiencies for their finance functions.

During his time in KPMG he was appointed as project manager for the SOX 404 audit engagement for the world's largest aircraft lessor and successfully delivered the project ahead of schedule and on budget. Eoin was also part of a team that implemented an Internal Controls Framework for one of the UK & Ireland's largest retail groups.

Eoin holds a B.A degree in Business and Economics from Trinity College Dublin where he received a First Class honours in 2014, and the Association of Chartered Accounting (ACA) designation after passing his exams in 2018.

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Myriam Boumediane

Development Officer, GENEVA

Erma Saunders

Assistant, Nassau

Livia Buhlmann

Assistant, GENEVA

Stéphanie Dos Santos

Office Management, GENEVA

Fabienne Regad

Assistant, GENEVA

Alexandra Cambon

Assistant, GENEVA

Danielle JAVITARY RABUSSEAU

SENIOR CUSTOMER RECEPTION, GENEVA

Hans Stoller

Assistant, GENEVA

Laura Jurado

ASSISTANT, PANAMA

Karin Hernandez

ASSISTANT, SANTIAGO

Paola VILLALBA

CUSTOMER RECEPTION, GENEVA

Lorena Valle

Administrative Assistant and Customer Support, LUXEMBOURG

Lorena joined Octogone in 2021 as Administrative Assistant and Customer Support.

Previously, she worked as Accounting Assistant for RRG Luxembourg (Renault).

Earlier in her career, she worked during 6 years for  Banesco, where she specialized in the credit area, passing through different departments from the mortgage credit area (housing), credit for manufacturing companies and credit for micro-entrepreneurs and SMEs, and finally in the Credit Product Innovation department.

Lorena holds degree in accounting from Central University of Venezuela (UCV).

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Dominique Piller

Assistant, GENEVA

Anny Uzcátegui

ASSISTANT, PANAMA

Sharon Delancey

Assistant, Nassau

Anne Castro

Assistant, GENEVA