NEWS RELEASE 16 January 2014 TCA ASSET MANAGEMENT SA ... · been shortlisted for the WealthBriefing...

NEWS RELEASE 16 January 2014

TCA ASSET MANAGEMENT SA SHORTLISTED FOR THE WEALTHBRIEFING SWITZERLAND & LIECHTENSTEIN AWARDS 2014

TCA Asset Management SA, one of the Switzerland’s foremost External Asset Managers has been shortlisted for the WealthBriefing Switzerland & Liechtenstein Awards. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2013’. Commenting on the firm’s shortlisting, Mr Ludovic Bonnamour, Chief Investment Officer, TCA Asset Management SA said: "We are delighted to have been shortlisted for these prestigious awards. It is a great honour to be recognised in the shortlist and this is testament to the hard work that the team have put in over the last 12 months.” ClearView Financial Media’s Managing Director, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to the shortlisted firms. He said: “The firms who have been shortlisted in these inaugural awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management. Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar.” Winners will be announced at a gala awards dinner which will be held in Geneva on 3 April 2014 at The Hotel President Wilson. - ENDS -

For media enquiries, journalists should contact: Ludovic Bonnamour Chief Investment Officer TCA Asset Management SA [email protected] +41.22/566.52.50 NOTES TO EDITORS 1. About the shortlisted company TCA Asset Management SA was founded in 2011 by Jean-Pierre Pipaud and Ludovic Bonnamour, to provide financial services around four activities (Private Banking, Family Office solutions, Deal Structuring and Fund Support). As a Swiss Based multi-boutique, TCA Asset Management SA brings innovation due to its several fields of expertise and its team experience as well as professionalism. As a specialized multi-boutique asset manager, TCA Asset Management offers innovative and transparent investment solutions for private, institutional and corporate clients. The company wants to bring added value to clients and to pursue its growth goals with clear guidelines and a total commitment. For TCA Asset Management, being a "Tactical Capital Advisor" means more than only providing advices based on investable products from the market. The company continuously reviews the market needs and potential niches for providing clients with innovative, risk-adjusted and off the shelves designed solutions. Active asset management involves also the construction of a product chain, meaning creating corporate deals that generates returns for private clients. www.tca-am.com 2. About ClearView Financial Media Ltd (“ClearView”) ClearView Financial Media was founded by Managing Director, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme. With teams based in Switzerland, London, New York, Hong Kong, Singapore, South Africa and the Philippines, the company is one of the fastest-growing media groups serving the financial services sector. Link to the awards: http://www1.wealthbriefing.com/awards/WB%20Swiss%20Awards%202014%20Winners.php

mailto:[email protected]

http://www.tca-am.com/

http://www1.wealthbriefing.com/awards/WB%20Swiss%20Awards%202014%20Winners.php

WealthBriefing Switzerland & Liechtenstein Awards 2014 - Showcasing the best in the industry

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JUDGING PANEL

MATTHIAS BELZManaging DirectorTMF Group Switzerland

Matthias Belz is managing director for the Swiss office of the TMF Group. His extensive experience in international finance, trading and administration started in Hong Kong in 1991 until 2007. Before joining Equity Trust Hong Kong, Matthias was chief financial officer for an American group of companies, where he was responsible for all

administrative, fiscal, financial, legal and commercial arrangements for 14 companies in Asia, Europe and the Americas. Prior to that he worked for a major German con-glomerate and a Swiss bank in Hong Kong.

In 2007 Matthias moved to Switzerland to take over the management of Equity Trust Geneva, which he ran until he assumed his current role in 2011 when Equity Trust merged with TMF.

NICK BLAYDESExecutive Director, EMEIA, Financial Services M&AErnst & Young

Nick Blaydes has more than fifteen years’ investment banking experience and has worked exclusively in the financial services M&A sector for the last ten years. He started his career with UBS in London in the area of structured finance before he joined the M&A team of Ernst & Young in Switzerland

in 2002. Nick moved to Sal Oppenheim in 2005 as head of financial institutions for Switzerland before rejoining EY in 2010 as head of the financial services M&A team for German-speaking Europe.

Nick has an extensive track record in advising clients in the financial services industry on a variety of strategic development areas and currently leads EY’s European M&A team for clients in the wealth management sector.

PHILIPPE BONGRANDPartner, Wealth ManagementOliver Wyman Financial Services

Philippe Bongrand is a partner at Oliver Wyman Zurich, from where he serves exclusively wealth managers and private banks on growth and transformation issues.

He has 20 years of both industry and consulting experience for wealth managers. Prior to joining Oliver Wyman, Philippe was

at UBS Wealth Management in Zurich for seven years in charge of global functions such as strategy business development, sales force effectiveness and marketing.

Philippe started his career at Paribas within the Internal Risk Audit (“Inspection - Generale”) function and worked at Booz and The Boston Consulting Group, where he was principal in charge of wealth management.

JUDGING PROCESS

The 2014 awards programme was focused around three main category groupings: experts (individuals and teams), products and services for wealth managers and clients, and institutions of all sizes and types for the European market.

Independence, integrity and genuine insight were the watchwords of the judging process with the judging panels made up of some of the industry’s top trusted advisors and bankers.

The judging took place in two parts: a meeting was con-vened to identify a shortlist from the hundreds of entries received for these inaugural awards. This was followed by a round table discussion to agree the winner of each category.

The judges were split into groups, dependent on their industry; so trusted advisors were responsible for judging the private banking categories and private bankers judged the trusted advisor categories. This was to ensure that commercially sensitive information was kept confidential and conflicts of interest were avoided.

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JUDGING PANEL

LUDOVIC BONNAMOURManaging Director, Chief Investment OfficerTCA Asset Management

Ludovic Bonnamour is chief investment officer and partner of TCA Asset Manage-ment, a Swiss-based advisory boutique specialised in wealth management and deal structuring. Ludovic has worked for various international companies in several functions from risk management to advisory services, and alongside internal and external clients

in retail banking, private banking and corporate banking activities. He has also worked for firms such as Allianz and HSBC. Specialising in alternative investments as well as in quantitative fields, Ludovic mainly worked with internal/external clients in credit advisory, portfolio leverage analysis, Basel regulatory capital requirements and lending activities, while liaising with group offices on client issues before developing new services from TCA Asset Management.

CLIVE BRITTONManaging Director, International DevelopmentPace Law Firm

Clive Britton joined Pace Law Firm in early 2012 following a 27-year career with Barclays Bank, of which 20 years were spent in leadership positions within Barclays Wealth and Investment Management and its predecessor businesses in the Bahamas, Cyprus, London and Switzerland. Most

recently, he led the financial intermediaries teams in London and Geneva.

Today Clive develops strategic partnerships to support the international distribution of Pace Law Firm’s immigration and Canadian wealth structuring and tax planning solutions for HNW individuals.

CECILE CIVIALE VUILLIERDirectorCorpag Services (Switzerland)

Cecile is director of Corpag Services (Switzerland) and former chair of STEP Geneva.

Cecile previously spent two years at Bedell Trust Suisse as director and then managing director, and before that worked in a management company in Switzerland

for eight years where she provided international trust and corporate services to clients worldwide.

Cecile brings extensive experience in developing and maintaining client relationships and in growing business activity, particularly in the field of trust products and services.

PROFESSOR TEODORO COCCAAdjunct ProfessorSwiss Finance Institute

Teodoro D Cocca is professor for asset and wealth management at the Johannes Kepler University of Linz and adjunct professor at the Swiss Finance Institute in Zurich. Previously he worked for several years at Citibank in investment and private banking, was a research fellow at the Stern School of Business in New York and taught

at the Swiss Banking Institute in Zurich.

Since 2010, Teodoro has served as vice-president of the board of directors of Zurich-based Geneva Group International, one of the largest alliances of independ-ent audit, legal and trust firms in the world. Since April 2011, he has been a member of the board of directors of Verwaltungs- und Privat-Bank in Vaduz.


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JUDGING PANEL

EDOUARD CUENDETDirectorFoundation Geneve Place Financiere

Edouard Cuendet joined the Geneva Financial Centre Foundation on January 1, 2014. Edouard began his career at Borel & Barbey where he was an associate in its litigation department.

From 2000 to 2013, he worked at the Geneva Private Bankers Association and was

appointed general secretary in January 2010. As such his role was to represent the organisation to various local political and economic organisations. He was also its principal spokesman.

Since 2004 Edouard has been a member of the Geneva Parliament where he works in the financial commission and on the economy committee.

JAMES DAYManaging DirectorPeritus Investment Consultancy

James is founder and managing director of Peritus Investment Consultancy, established to provide independent guidance to high net worth clients and family offices, encompassing investment profiling, strategic asset allocation, manager identification, selection and “beauty parades”, tactical asset allocation and

ongoing consolidated reporting and monitoring.

He also draws on 25 years of industry experience at Ernst and Young Trust Company, ABN AMRO and Morgan Stanley Quilter.

James is a regular participant in family office investment committees and is Fellow of the CISI.

YOUSSEF DIBHead of Private BankingCredit Agricole Suisse Private Banking

Youssef Dib has more than 25 years’ experience in banking and finance in New York, Paris, Hong Kong and Geneva. After holding positions at PaineWebber International and Banque Banorabe, he joined Paribas in 1991 where he worked for eighteen years.

At BNP Paribas, Youssef held a variety of posts in investment banking, financial engineering, real estate and M&A. From 1991 to 2009, he had global responsibility for wealth management services, marketing and the upper segments of the private banking clientele; he was also a sponsor of BNP Paribas’ philanthropic programme. Youssef joined Credit Agricole Suisse as head of private banking in 2009.

PAUL DOUGLASManaging Director Investec Trust Switzerland

As managing director and head of new business development at Investec Switzerland, Paul Douglas is closely involved in relationships and structures for UHNW families and their family offices. He draws on his background as a qualified lawyer and private banker to provide for the comprehensive

management of international wealth-planning structures.

Paul assumed the role of managing director in 2009, having joined Investec Trust Switzerland as senior trust manager and team leader six years previously.

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JUDGING PANEL

SEBASTIAN DOVEYManaging Partner and Co-FounderScorpio Partnership

As managing partner and co-founder of Scorpio Partnership, a firm that is a pre-eminent strategic R&D business hub of the global wealth industry, Sebastian manages the development and execution of strategic recommendations surrounding marketing, client journey, business development, brand, M&A and business

efficiency in wealth companies.

Starting the company in his mid-twenties Sebastian and his partners have advised companies on how to (profitably) delight them during the client journey ever since. The firm has studied the financial habits of the rich globally since 1998 and has worked with more than half of the world’s largest financial services brands among its more than 150 institutional clients.

ARIEL SERGIO GOEKMANPartnerKaiser Partner Privatbank

Ariel Goekmen is a partner and head of Kaiser Partner Privatbank where he advises ultra-high net worth clients on financial strategy and risk mitigation. He is considered an expert on structuring wealth in a tax compliant way, asset allocation, holding structures, and tax and estate planning with a particular focus on Russia,

the CIS and United Kingdom.

Ariel began his career in banking in 1986, with the last 22 years being devoted to the private banking sector, the majority of which have been in management roles. He is inter alia a member of STEP, ITPA and IISS.

EDWARD LAVELLEDirectorHSBC Guyerzeller Trust Company SA

Edward Lavelle is an experienced trust practitioner having been in the industry for twenty years during this time he has held senior roles in trust companies both in London and Geneva.

Edward is currently a director of the Geneva branch of HSBC Guyerzeller Trust Company

which he joined in 2002. He is also a committee member of the Geneva branch of the Society of Trust and Estate Practitioners, and is its thesis route liaison officer.

DANIEL MARTINEAUExecutive ChairmanSummit Trust International

Daniel Martineau is executive chairman of Summit Trust International, the Geneva-headquartered offshore trust provider. Prior to starting the Summit Trust (formerly Close Trustees) business in Geneva, Daniel held management positions with Coutts’ private banking units in Nassau, Jersey and Geneva. He is accredited as a

member of the Financial Planning Institute of Canada and is a member of the Society of Trust and Estate Practitioners. Daniel is also a founder of the Swiss Association of Trust Companies.


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JUDGING PANEL

ANDREW MCCALLUMPartnerRawlinson & Hunter

Andrew McCallum is a partner at Rawlinson & Hunter in Geneva and, as a UK qualified chartered accountant and registered auditor in Switzerland, the UK and Ireland, he specialises in the accounting and audit of trust and corporate structures. He is also a trustee for a portfolio of trust structures. In addition, Andrew is a member of the

Audit and Risk Management Committee of the International Federation of Red Cross and Red Crescent Societies and is the Treasurer of STEP Geneva.

MATTHIAS MEMMINGERGlobal Relations PartnerPricewaterhouseCoopers

Matthias Memminger is a partner at PricewaterhouseCoopers and has been working as a management consultant since 1995 (Mitchell Madison Group, Accenture and b&m management).

Matthias’ core competency is strategic consulting for European-based banks. He

has extensive experience in the field of regulations, particularly with the implementation as well as the impact of business models. In addition to his partner role within PwC, Matthias is the global PwC co-lead for RRP. He is also is the global client relationship partner for UBS at PwC.

DR GABRIELA MARIA PAYERHead of EducationSwiss Finance Institute

Dr Gabriela Maria Payer has almost three decades of experience in multiple business development and transformation engagements plus board mandates, with most of her career spent in the financial services sector. She has sustainable achievements in most key business functions at executive level, with a focus

on strategy and communication. This is supplemented by a proven track record in banking, specifically in the wealth management industry around the globe. Gabriela established her own consult-ing boutique, PayerPartner, in 2012. She joined the Swiss Finance Institute, a private foundation created by Switzerland’s bank-ing and finance community in cooperation with leading Swiss universities, as head of education and member of its management board in the same year.

DMITRY PENTSOVSenior AssociateFroriep Renggli

Dmitry A Pentsov is a senior associate at the Geneva office of Froriep Renggli, which he joined in 2006. Previously, he worked as legal counsel for one of the largest Russian natural resource companies. He has also worked as legal counsel for a major New York-based commodities trading company, and as an

associate at the Moscow office of a leading US law firm.

Dmitry’s practice in the area of private clients covers international wealth transfer and structuring, including trusts, banking and asset management, the acquisition of private aircrafts, yachts and real estate, as well as relocation to Switzerland. He is a member of the New York State Bar Association and of the St Petersburg City Bar Association.

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JUDGING PANEL

OSMOND PLUMMERManaging Director, Wealthcoaching.ch Swiss Correspondent, WealthBriefing

Osmond Plummer, is a Geneva-based wealth management expert active internationally as a trainer, coach and advisor of wealth management professionals, and a professor of finance at the European University in Geneva. Osmond worked in private banking in Guernsey, Hong Kong and Dubai prior to moving to Geneva in 1999.

The Swiss correspondent for WealthBriefing and the founder of www.wealthcoaching.ch, Osy holds a BSc in Mathematics from Royal Holloway College (University of London) and an MBA from Warwick University Business School. He is a fellow of the Chartered Institute of Bankers and holder of its Diploma in Financial Studies.

DIRK SCHOLTENManaging DirectorAccenture

Dirk Scholten is managing director at Accenture with responsibility for the technology and outsourcing business with the firm’s financial services clients in Germany, Switzerland and Austria. In addition to his managerial responsibilities, he is also Accenture’s client relationship partner for a global Swiss wealth manager.

Dirk has 18 years’ experience in the sector with a proven track record in management consulting, technology services and outsourcing for global private and investment banks across Europe and Asia. His core competency is in banking operating model and technology transformation as well as in technology-led banking innovations.

RAY SOUDAHChairman and Founding PartnerMilleniumAssociates

Ray Soudah is the founding partner and chairman of MilleniumAssociates, the independent international M&A and corporate finance advisory firm based in Switzerland and the UK. Founded in 2000, MilleniumAssociates specialises in M&A and advisory services for the global financial services industry with particular focus on

the global wealth and asset management sectors.

Ray has extensive multicultural and multilingual wealth management and private banking/investment banking expertise, having held senior positions with SBC/UBS, Cedel Bank, the National Bank of Bahrain, Midland Montagu Investment Banking, Midland Montagu Securities and Citigroup, working in territories as diverse as the US, Asia, the Middle East and Europe.

MATTHEW SPENCERDirector and Head of IntermediariesCredit Suisse Private Bank

Matthew Spencer is director and head of intermediaries management at Credit Suisse Private Bank, with specific responsibility for developing, managing and coordinating relationships with professional service firms and family offices - an area he has specialised in since 1998. He has also held a number of positions at Credit Suisse and

served as a member of the UK market area management team based in Switzerland between 2010 and 2012.

Matthew joined Credit Suisse in July 2007 from Jupiter Asset Management, where he was head of charities and private client marketing having held a similar position at Singer & Friedlander prior to that.


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JUDGING PANEL

ALEXANDRE VON HEERENManaging Partner and Co-OwnerMandaris

Alexandre von Heeren is the managing partner and co-owner of Basle/Zurich based trust company Mandaris (formerly Experta), where he is also executive chairman. In addition to his board and management responsibilities, Alexandre heads the firm’s private client as well as financing and fund solutions services offering.

Alexandre is a member of the International Bar Association and the International Fiscal Association. He is also chairman of the Swiss Association of Trust Companies, of which Mandaris is a founding member.

BRUCE WEATHERILLChief ExecutiveWeatherill Executive Consulting

Bruce Weatherill is a chartered accountant with over 35 years of experience in global financial services. Bruce was a financial services partner in PwC for 20 years, providing audit and a wide range of consultancy services to global merchant banking, private banking/wealth management, investment/fund management, private equity, real estate and alternatives

clients. He was lead partner and trusted advisor to a number of PwC’s global investment management and private banking clients. For over 10 years, he was global leader of PwC’s private banking and wealth management practice and key driver and author of its widely acclaimed bi-annual Wealth Management Report. He now has his own consulting firm and is chairman and non-executive of a number of companies, including ClearView Financial Me-dia. He is author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status.

MICHAEL WITSCHIMember of Senior ManagementNotenstein Private Bank

Michael Witischi is a member of senior management at Notenstein Private Bank with responsibility for developing its wealth management business in the French part of Switzerland and providing tailor-made services to high net worth individuals.

He brings over 20 years’ experience in the banking industry to the role.

Michael joined Notenstein from UBS Wealth Management where he had been a director for over eight years.

NEWS RELEASE 3rd April 2014

TCA ASSET MANAGEMENT SA was shortlisted amongst the Top 3 Independent Asset Managers at THE WEALTHBRIEFING SWITZERLAND & LIECHTENSTEIN AWARDS 2014

NEWS RELEASE 16 January 2014 TCA ASSET MANAGEMENT SA ... · been shortlisted for the WealthBriefing...

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