GMG Asset Management

We differentiate ourselves through our exceptional network of direct connections to CEOs and CFOs in our Swiss equity investment universe, which is the source of our historical outperformance.

Marc-Christian Bollet, Senior Executive Director

About GMG Asset Management

Institutional in its structure, but Boutique in its philosophy, GMG Asset Management SA is a FINMA regulated asset and investment fund manager. Our superior performance in Swiss equities, from large to small caps, is the result of our proven stock-picking methodology. The strong results of our balanced mandates come from the right balance between active and passive management.

Our performance, backed by 20 years of experience, reflects our “value investing” convictions and our long-term investment strategy. Our main differentiator is our exceptional network of direct connections to the CEOs and CFOs of our investment universe, which is the source of our historical outperformance. Our clients, mainly Swiss pension funds, and renowned consultants recognize both our expertise and track record.

GMG Asset Management SA is owned by Geneva Management Group.

Geneva Management Group

Since 2000, GMG has advised institutional investors in asset management, with a solid track record of overperformance. Being FINMA regulated, our compliance with and adherence to Swiss and global legislation is fundamental. With each action taken on behalf of our clients, our ESG engagement is at the heart of selecting and managing their assets.

ESG
ENGAGED
FINMA
REGULATED
20 YEARS
EXPERIENCED
TRACK RECORD
PERFORMANCE

Our performance

Why GMG?

01

FINMA-regulated

02

20-year track record

03

History of overperformance

04

ESG-engaged

Our Values

Five guiding principles define the way we work:

01

Transparency

Integrity and honesty are core to all that we do. All layers of fees are always explicit and transparent. We do what we say we will do.

02

Conflict Free

At GMG, the client’s needs come first. We are beholden to no institution, individual or entity other than the client being served.

03

Expertise

At GMG, we demand excellence. We excel at what we do and keep ahead of the curve, constantly developing our staff and suite of offerings.

04

Innovation

We continuously invest in skills, education and technology ensuring that our solutions are cutting-edge.

05

Relevance

Our access and reputation are at your service. In order to be able to provide our clients with the reach they need, we operate globally and work with international institutions.

Investment process

We adopt a long-term investment philosophy, based on the real economy and the strong convictions of our Investment Committee.

Funds & mandates

We differentiate ourselves through our exceptional network of direct connections with the CEOs and CFOs of our investment universe, which is the source of our historical outperformance.

ESG: Act responsibly. Think sustainable.

We incorporate sustainability factors into our investment decisions. We believe that relevant ESG information can provide appropriate insights into both risk and investment opportunities, with creating and growing wealth, responsibly, always front of mind.

Board of Directors

of GMG Asset Management SA

Dave Elzas

After a rich career across several leading financial centres, Dave co-founded Geneva Management Group (GMG) in 2000. He further expanded GMG’s Swiss…

After a rich career across several leading financial centres, Dave co-founded Geneva Management Group (GMG) in 2000. He further expanded GMG’s Swiss activity by creating companies and jobs in Geneva and Zurich. Dave has over twenty-five years of experience in deal structuring and wealth planning. Between 1994 and 2000 he served as the Executive Managing Director of an institutionally sized Family Office.

Christophe Julen

Christophe has 20 years of experience in institutional asset management. He was a Member of the Executive Committee of the institutional…

Christophe has 20 years of experience in institutional asset management. He was a Member of the Executive Committee of the institutional asset manager IAM, where he worked for 12 years. During his career, he also trained in asset management with major investment banks and worked as a consultant for 6 years with PricewaterhouseCoopers. He has been involved in numerous M&A transactions in Switzerland and has accumulated in-depth knowledge of the Swiss business environment and Swiss companies. An expert in Swiss equities and an award-winning fund manager for “Swiss Small & Mid Cap”, he also benefits from a specialisation and an extensive network in Swiss and US Private Equity. Christophe holds an MBA from INSEAD and a Master’s degree from HEC Lausanne.

Prof. René Sieber

As an independent director of GMG Institutional Asset Management SA, René brings more than 30 years of experience in the field of…

As an independent director of GMG Institutional Asset Management SA, René brings more than 30 years of experience in the field of asset management to the team. He was a founding member and Managing Director of Dynagest SA, an institutional asset manager that for several years was ranked among the Top 400 European Asset Managers (IPE). He has taught bond management at the University of Geneva for over 25 years, where he was appointed full professor in 2019 and where he co-directs the new DAS in Asset Management. Among his other mandates, since 2002, René has been a member of the Board of Directors of Ethos Services SA, the operational entity of the Ethos Foundation which promotes socially responsible investment in Switzerland. Since 2020, he has chaired the jury of the Swiss Sustainable Funds Awards.

Vincent Oswald

Vicent is an experienced fund management professional with a strong operational background. He has experience in various…

Vicent is an experienced fund management professional with strong operational background. He has experience in various fields of the financial world at both a macro and micro level and vast professional network in global finance, development finance, multilateral development institutions and NGOs. Vincent joined the Geneva Management Group Board of Directors in 2021.

Jean-Yves Rebord, Dr.

Jean-Yves is specialized in collective investments, in particular real estate investments. He has extensive expertise in…

Jean-Yves is specialized in collective investments, in particular real estate investments. He has extensive expertise in bank financing and litigation relating to the recovery of fund, gained from working with banks and other financial intermediaries under the supervision of FINMA and of pension institutions. Jean-Yves joined the Geneva Management Group Board of Directors in 2021.

GMG brochure

For more information on our Asset Management offering, click on the link below to request a brochure.

Media

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