Founding Partner – CEO
Experienced Managing Partner with a demonstrated history of working in the investment management industry. Skilled in Asset Management, Management, Mergers & Acquisitions, Venture Capital, Private Equity, and Marketing with working experience in the private banks such as Banque Piguet & Cie S.A., Banque Scandinave en Suisse, Banque Clariden. Strong business development professional with a hands on expertise in finance since 1991.
Founding Partner – President & CLO
Marc Deschenaux is a world expert in Corporate Finance from private offerings to Initial Public Offerings (IPO’s). He raised private and public, equity and debt, for companies internationally. He also financed various types of operations, from import/export transactions to Real Estate Investment Trusts and organized governments loans.
Partner – Treasurer & CFO
Held several Executive and Board of Directors positions from start-ups to international companies listed at the Swiss Stock Exchange and Nasdaq. Skilled in team management,
– structured, trade, project and equity financing;/fundraising;
– company structuration and restructuration using process management
Followed several business administration and structured finance courses at the IMD (International Institute for Management).
Jeremy P. Oades is a financial professional at Swiss Financiers, New York. Jeremy P. Oades holds an industry securities registration subject to FINRA oversight having passed securities examinations which include Series 10, Series 24, Series 3, Series 63, Series 7, Series 9. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as “stock brokers” when they are registered representatives to sell securities through broker dealers.
Confirmed private banking professional specialized in MENA & GCC countries, strong with a longstanding experience of 19 years in the major private banks in Geneva such as Citi Private Bank, BNP Paribas, NBAD. Solid compliance experience in one of the best global banks. Wide and diversified experience in Private Equity, business development, leveraging on high networking and communication capabilities. Education background varying from several languages to pluri-disciplinary qualifications in translation, law & economics within a high ethical reputation and a deep human approach to business
Dr. Steven V. Melnik, Esq, LLM, CPA, is a political and business diplomat who organizes, chairs and gives keynote addresses at various global political and business laders forums. He is Co-Chairman of the Global Family Offices Alliance, a distinguished professor and programs director at the largest business school in the United States, as well as Amazon’s #1 Best Selling Author in multiple categories. Dr. Melnik served as U.S. financial industry professionals’ standards setter, as well as an advisor to the United States Treasury Department’s subgroup on financial crimes.
Communication Specialist with financial analysis and financial journalism background.
Skilled and experienced in public relations and communications, she is also a TV host and actress event management.
She has also been for several years a manager in a real estate promotion and construction company.