An Established Investment Boutique
Company
About us
In Switzerland, assets managed by external asset managers are estimated to be circa 20% of the market and this share is expected to increase substantially in the future.
Swiss Financial Partners is an independent Geneva-based investment management company specialized in multi-asset strategy and investment advisory.
The team established independent wealth management business and launched their high convictions multi-asset strategy in 2015.
In 2022, the structure was updated to reflect current regulatory environment under the name of Swiss Financial Partners SA and licensed by FINMA (Switzerland).
The central pillar of success has been that our independence allows alignment of interest with our clients, along with preservation and growth of their capital.
The team continued to expand showing its commitment to the business
Swiss Financial Partners SA is authorised and regulated by FINMA, Switzerland.
Executive team
Guillaume Roux
Guillaume Roux began his financial career in 2002 at UBS Geneva. His nomination to UBS Key Talent led him to a wealth management client advisor position on the Swiss market. He completed the Certified Wealth Management Advisor CWMA diploma.
In 2008 he pursued his career at Credit Suisse Private Banking in Geneva and was certified as Wealth Management Advisor by the Swiss Banking Association.
Entrepreneur at heart, Guillaume became an External Asset Manager in 2015. This transition allowed him to reach his objectives of providing tailor-made solutions for his clients.
Since that day, his financial skills coupled with his social trait enabled him to build long and trusting relationships with his clients.
In his free time Guillaume loves family and friends gatherings, travelling, golfing and flying around our beautiful region.
Jan CIcetti
Jan Cicetti has been working in finance for almost 30 years. He began his professional career in 1995 at Credit Suisse and worked there for more than 20 years as an asset manager, specializing in investment, wealth and inheritance planning for Swiss clients.
He decided to take on a new challenge becoming an independent asset manager in 2016. He is happy to highlight all his skills in the financial field by looking for personalized solutions for his clients, thus meeting their real needs. He is deeply attached to values, listening, trust and honesty.
Sidney Blasco
Sidney Blasco has more than 25 years of experience in the wealth management industry. By joining Swiss Financial Partners AG, he can fully devote his time to developing tailor-made solutions that meet the increasingly complex needs of individuals, families and companies. He brings his experience, his professional and inter-personnel skills, with a concern for listening and team spirit.
Prior to joining Swiss Financial Partners AG, he worked at Credit Suisse, where he was responsible for UNWI/HNWI clients. With a holistic and empathetic approach, he was able to meet their expectations in terms of investments, family and wealth protection as well as estate planning for a smooth transmission of the wealth.
Aon Mirza
Aon Mirza has worked in the investment industry for over 30 years. Aon began his career in Treasury at Chase Manhattan Bank in London and then joined JP Morgan Investment Management in London, as a Portfolio analyst. Thereafter, he entered the area of private wealth management with American Express Private Bank and held senior roles with Credit Suisse, Royal Bank of Canada and Emirates NBD in Switzerland and Dubai, providing investment and banking services to Ultra High NetWorth clients in the Middle East.
Prior to joining Swiss Financial Partners, Aon worked at Atlanticomnium SA, a manager specializing in Fixed Income, in Switzerland. He holds a Bachelors in Business Administration with Honors from University of Texas in Austin, USA and qualified from The Chartered Institute of Bankers, U.K.