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.
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.
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.
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.
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.
Chief Investment Officer
Nicolas has been working in the financial industry for over 8 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.
Relationship Manager
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 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.
Senior Advisor
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.
Client Account Manager
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.
Client Account 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.
Junior Client Account Manager
Together we’ll take a first step towards a structured investment approach.
Bahnhofstrasse 69a
8001 Zürich
Switzerland