We manage wealth for tech entrepreneurs.

Our clients have created 21st-century breakthrough technologies – we provide them peace of mind.

The art of tailoring

Creativity at its core.

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Investment management

With a unique approach.

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Meet our team

We are a seasoned team of financial experts.

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As an independent asset manager and multi family office, we are a sparring partner to 1st generation wealth originated from your skills and the great technologies of our times.

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 that the capital gets allocated more efficiently.

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We eliminate the conflicts of interests inherent in many banks through transparency by separating your bank from the investment manager function.

Unique approach to
investment management

convexhedge™ - The craft of optimizing bulk assets.
Our clients have a vast part of their wealth bound to a volatile and often illiquid asset and are not willing/ able to diversify.

We developed the convexhedge™ approach where we look at convexity and total wealth volatility as well as correlation. convexhedge™ runs our clients’ core convictions at a substantially enhanced risk/return optimization.  

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We are FINMA licensed and audited by Grant Thornton Zurich. We do not receive inducements or kickbacks from any banks or asset managers.

Meet our team

We are a seasoned team of financial experts.

Dario holds a Master of Science in Wealth Management from University of Rochester/ Simon Business School and a diploma of advanced studies in Finance from University of Berne. He is 20+ years in the industry of investment management at UBS and UBP prior to founding Genesis Investment Partners.

 Dario Arnold

Managing Partner

Rafael holds a degree in Business Economics HFW from KS Kaderschulen in Zürich. He advised international clients from the Tech Space for close to 20 years for wealth managers like UBS, UBP and Rothschild Bank before founding Genesis Investment Partners. He also co-founded some exciting ventures in fintech.

 Rafael Studer

Managing Partner

Costa has more than 30 years of experience in the investment management industry. He spent twenty-five years as an analyst for UBS in London, New York and Zurich, most recently at the Chief Investment Office as Head of Research and Credit for Emerging Markets. He is currently also a guest lecturer at the University of Zurich (Department of Banking & Finance) and at the ETH Zurich. He is active in several start-ups in the technology sector.

 Dr. Costa Vayenas

Chief Investment Officer

Nicolas holds a Bachelor of Science in Business Administration. He has been working in the financial industry for over 10 years. He started his career at UBS gaining valuable experience in various business areas, focusing on Wealth Management. Prior to joining Genesis Investment Partners, Nicolas was part of the Key Client Coverage team at Julius Baer.

 Nicolas Bretscher

Relationship Manager

Stefan Keitel, Independent Board Member Genesis Investment Partners

Stefan is a board member of HQ Holding, one of the largest multi-family offices in Germany. Previously, he was Chief Investment Officer and CEO at Deka Invest (a leading German Investment House) as well as head of Asset Management at Deka Bank. Before that he served as Global Chief Investment Officer of Credit Suisse.

Stefan Keitel

Independent Board Member

Frédéric Lebel

Frédéric has been investing in alternative investments for close to 30 years. He built and led the hedge fund selection team at Lombard Odier and then Ofi Invest. Frédéric has been a life-long volunteer of CFA Institute, of which he became Chair of the Board. A graduate from HSG, he advises clients predominantly on hedge fund investments.

 Frédéric Lebel

Senior Advisor

Joana Frey

Joana has almost 7 years of experience in the financial industry. She started her career at Credit Suisse where she worked for various departments in the Wealth Management division in Switzerland, including a stint abroad. Prior to joining Genesis, Joana worked as a Client Manager for the UHNWI Segment at Credit Suisse in Zurich.

 Joana Frey

Client Account Manager

Lisa Baach

Lisa has 9 years of experience in the financial industry. She started her career in 2015 at UBS where she worked for various departments including the UK Market in Wealth Management. Before joining Genesis, Lisa worked for almost 3 years as a Client Account Manager for the GFIW at UBS Switzerland in Zurich.

 Lisa Baach

Client Account Manager

Alina has been working in the financial industry since 2015. She completed her training at UBS, followed by three years as a Client Account Manager for UHNWI Arabian Gulf at UBS Switzerland in Zurich. Since beginning her law studies in 2021, she has worked part-time in accounting for a small business and gained experience as a student trainee in a law firm, specializing in commercial law.

 Alina Greminger

Client Account & Risk Manager

Angelina has been working in the financial industry since 2020. She started her career at UBS where she worked for various departments throughout her apprenticeship. Before joining Genesis, Angelina worked as a Client Advisor for Personal Banking at UBS Switzerland AG in Zurich.

 Angelina Studer

Junior Client Account Manager

We team up with leading international banks and asset managers to seamlessly address the needs of our clients.


Let’s talk

Together we’ll take a first step towards a structured investment approach.

For enquiries

office@genesis-ip.ch

Corporate Office

Bahnhofstrasse 69a
8001 Zürich
Switzerland