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Stanhope Capital Group further expands in Switzerland

12 September 2022

Stanhope Capital Group

Stanhope Capital Group has announced an important step in the development of its activities in Switzerland. Laurent Mazens will join the group on 3rd October 2022 as CEO of Stanhope Capital (Switzerland) SA, managing the team alongside Karim Bertoni, Managing Director and CIO. Together the two senior bankers will spearhead the group’s expansion in Switzerland, a strategic market in which Stanhope has been active for almost 15 years.

With over 20 years of experience in wealth management, Laurent Mazens was formerly CEO of an independent Wealth Manager based in Geneva. Prior to that, he held senior roles at Société Générale Private Bank, UBS and Credit Suisse.

Karim Bertoni joined Stanhope Capital (Switzerland) SA in 2018 after many years managing equity and bond funds at Bellevue Asset Management, Banque Syz and Unigestion.

Daniel Pinto, founder and CEO of Stanhope Capital Group said: “We are delighted to welcome Laurent, one of the top wealth managers in Switzerland, to the Stanhope Capital family. The development of our activities in Switzerland is an essential piece in our strategy to serve families and entrepreneurs globally and across their needs, from the management of their liquid wealth to investments in private equity and real estate, should they wish to have exposure to these asset classes. Laurent, Karim and their team will benefit from our network of 140 professionals managing $27 billion across 7 offices worldwide in order to offer our Swiss based clients a truly international approach and a holistic experience across asset classes, a rare thing in our industry.

Laurent Mazens said: “I am excited about the prospect of contributing my experience and network to Stanhope and the ability to join one of the fastest growing businesses in our industry. Serving wealthy families requires not just a high touch approach but even more importantly a breadth and depth of expertise rarely found in the world of independents. Stanhope Capital is one of the very few independent managers which has been able to meet this challenge.”

Karim Bertoni, Managing Director and CIO of Stanhope Capital (Switzerland) SA, added: “I very much look forward to working with Laurent and to support the growth of our client base in Switzerland. We are uniquely well positioned to bring our clients the best of all worlds: the resources of a large investment group combined with the ethos of an independent firm which is truly aligned with its clients.

Stanhope Capital started its operations in Switzerland in 2008. In February 2021, the group completed its merger with FWM Holdings, owner of Forbes Family Trust and Optima. The group now oversees over USD 27 billion in client assets from offices in London, Geneva, Paris, New York, Philadelphia, Palm Beach and Boston.

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