Investivity is a Swiss Regulated Independent Wealth Management company, with a broad expertise in investments in all asset classes, from corporate finance to capital markets, along with a drive for innovation powered by technology. As a best-in-class investment office, it serves a broad spectrum of client profiles, from High Net Worth Individuals, their companies and their families, to Institutional clients.
We strive to deliver to our clients future-proof efficient solutions in the fields of discretionary portfolio management, advisory and family office services.
Through our group and its vast international network we are able to complement this offer with all the services of a private multi-family office and to serve some of the wealthiest families in the world.
After assessing our clients’ financial position and reviewing their needs, our experienced investment team develops tailor-made, independent investment solutions or sources suitable opportunities and partners.
Our commitment translates into a spirit of sheer openess with a direct access to the partners and experts of our clients’ choice. We also always take into account their family and business situation and its implications for their wealth structuring.
Thanks to the firm’s founder and investment team expertise and background, technology is a key tool in designing Investivity’s innovative investment solutions. We approach portfolio management with an entrepreneurial spirit, to provide our clients with an alternative to the standardized offers of traditional market players.
THE INVESTMENT TEAM
Francisco holds a degree in Industrial Eng. from University of Zaragoza and a MBA from IESE in Barcelona (1986). He has worked in Operations, Logistics and Marketing in multinational companies, as well as independent consultant and interim manager for SMEs and government agencies. Francisco has specialized in Corporate Finance with focus on valuation and has developed proprietary models for analysis based on methods as Real Options or DCF. He has executed several Mid Cap M&A deals, and has worked as buy-side analyst for Strategic Investment Advisors. Since 2014 he has been a partner in Preon Capital Partners, with advisory and executive roles in the equity investments.
Eng. MSC – Chairman
Pierluigi holds a PhD in Experimental Physics from the University of Siena and a MSc in Mathematical Finance from the University of Oxford. Pierluigi was co-portfolio manager of Volatility Arbitrage strategies at Preon Capital Partners and Head of Modeling at Reflexive Investments/Lightbox Technologies. Through the years, he developed and deployed several quantitative trading strategies on multiple asset classes at different frequencies and provided predictive models and advanced analytics to real-economy businesses.
PhD, MSC – CEO, Portfolio Manager
Anna holds a degree in Physics from the University of Milan, where she graduated with a thesis in Statistical Mechanics. After her studies, she started working in finance in the Financial Engineering and Advisory department of Banque Julius Baer, between Zurich and Geneva. She then worked for almost ten years as an Investment Advisor in the Advisory Team in Geneva managing a book of private and institutional clients. From 2018 to 2020 Anna was the Deputy Head of the team, which included twelve senior investment advisors managing a book of 5.5bn. Anna is a Certified Wealth Manager Advisor (CWMA in 2017).
MSC – Portfolio Manager
Francisco studied Technical Engineering in Computer Science at the University of Malaga and specialized in the development of software applications for management, he holds a Master in Business Process Management. Francisco has extensive experience in the development of customer-related software, with a particular ability in capturing client needs, in drafting the requirement specifications and in training and supporting users. He is also responsible for the risk management and back-office operations.
Eng – Head of Operations
Valeria holds a BA in Media Languages, an MA in Business Communications and she is currently enrolled in the Executive MBA program at the University of Geneva. As a communications consultant, Valeria collaborated with agencies in Paris and Geneva, such as Gaultier-Collette and Digital Luxury Group. Moreover, she managed PR, marketing and communications for several luxury brands. Member of the Italian Journalist Association since 2012, Valeria fluently speaks Italian, English, French, Spanish and Portuguese. She is in charge of internal and external communications.
MBA – Marketing Manager
DIRECTORS OF THE BOARD
Marc Chatel is Partner and President of the Group. He has a successful career in different international businesses.
Over the past 17 years, he has put his experience to the service of global entrepreneurs. Marc graduated as a mechanical engineer at the Ecole Polytechnique Fédérale de Lausanne (“EPFL”) in 1977.
Ninel is a Partner and the CEO of the Group, where she has worked since 2005. Ninel developed her career across various management functions in owner-managed businesses, before embarking on her professional advisory career. Today, Ninel specialises in helping her clients solve complex issues, advising them across all facets of both their businesses and their private lives. After her degree in Law & Political Science from Universidad Nacional Mayor de San Marcos in Lima, Ninel obtained a Bachelor and a Masters in International Relations from IUHEI (The Graduate Institute of International Studies at the University of Geneva), an MBA from the University of Geneva and an Advanced Masters in International Taxation from the University of Neuchâtel. She is also a fully qualified member of STEP (the Society of Trust and Estate Practitioners) and holds the CAS Certificate of Advanced Studies in Compliance from the University of Geneva.
Patrick has joined the Group in 2004. As a Partner and Director he looks after a portfolio of clients as well as finance and operations. Patrick has 35 years of experience in family offices, international project management, supply chain and customer service. He has been working internationally in large Corporations including 10 years in Logitech. He is a fully qualified member of STEP (the Society of Trust and Estate Practitioners).