Geneva Breakfast Briefing: Eradicating Inefficiencies, Minimising Risks: Optimising Portfolio Construction and Management in a Fast-Moving World

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.

Paul Bebber is responsible for growing and developing SS&C Advent within the wealth, family office and asset management market place and has been growing the SS&C Advent market share in Switzerland and Central Europe for 18 months. Paul joined SS&C Advent in 2013 and has worked in investment and wealth management solutions companies for over 18 years. He started his working career at a Canadian fund management house specialising in fund accounting, portfolio management support and treasury operations and later moved into solution consulting and solution analysis with a private banking software company.

Luc Filip joined Banque SYZ SA in January 2015 as Head of Discretionary Portfolio Management and Head of Wealth Management Investments.

Prior to joining SYZ, he held various senior roles at BNP Paribas, Union Bancaire Privée and Reyl&Cie where he was in charge of the management of special discretionary mandates, fund selection and developing quantitative investment tools.

Luc Filip is a CFA charterholder and graduated from the University of Geneva. He is also a lecturer in Economics.

Alain Forclaz, Client Portfolio Manager within our Multi-Asset Group. He joined in January 2016.

Alain joined from Kereon Capital, a wealth management and consulting boutique based in Lausanne, Switzerland. Prior to that, he spent over ten years in the City of London, as a derivatives trader and structurer. From 2007-2012 Alain was a Director at Royal Bank of Scotland, structuring, executing and risk managing a wide range of fixed income solutions for institutional clients. Prior to that he was a Vice President on the structured credit desk at Credit Suisse First Boston. He started his career as a structured finance analyst with Moody’s Investors Service in 2002.

Alain holds a master’s degree in mathematics from the Swiss Federal Institute of Technology, Lausanne (EPFL) and a PhD in mathematical sciences from Oxford University (UK).

Before founding IBO in 2005, Nicholas Hochstadter worked as a portfolio manager at Credit Suisse. Following this, he joined Ferrier Lullin & Cie as head of discretionary portfolio management. At Credit Suisse, he led the PMnet project to design and implement a fully automated system for the portfolio management process. Nicholas Hochstadter is a graduate of the Ecole de Management et de Communication in Geneva.

Mr. Ricbour has more than 25 years of professional experience in the finance industry. He started his career as an Emerging Markets Equity Fund Manager at Swiss Bank Corporation under the direction of Gary Brinson. He then moved from Institutional Asset Management to Private Banking where he worked for Edmond de Rothschild and JPMorgan as a Discretionary Portfolio Manager for Spanish and Latin American clients. After several years he switched to an Investment Advisor role at Citibank  and HSBC Private Bank, always covering Latin American markets. Today he has redesigned the New Advisory Programme for HSBC Private Bank (Suisse) and he is now in charge of Sales Management.

Mr. Ricbour is fluent in French, Spanish and English and holds an MBA from Babson Graduate School of Business.