Our Company
About Us
We are a multi-family office providing comprehensive portfolio management, fund selection, asset reporting, and cost analysis services to families and investors. Our solutions are developed and implemented with an objective, independent perspective, ensuring that our advice is always aligned with our clients’ best interests.
With a personalized approach, we manage all aspects of family wealth—from structural considerations to the oversight of financial assets. Our team is composed of highly qualified professionals with extensive experience navigating both bullish and bearish market environments.
As an authorized External Asset Manager, we are supervised by FINMA in accordance with the Swiss Financial Institutions Act (LEFin) and the Financial Services Act (LSFin). We are also an active member of the Swiss Association of Asset Managers (ASG/VSV).
The professionalism, reputation, and deep expertise of our management team—combined with our in-house investment technologies—enable us to deliver robust solutions even in unstable and unpredictable financial markets.
Our philosophy
Investment Style
Our Investment style is active. We rely on dynamic asset allocation and frequent portfolio adjustments.
Taylor Made
We are strongly commited to personalized solutions rather than a standardized approach. We adjust our proposals to clients needs.
Diversification
We offer diversified portfolios in terms of asset classes, currencies, geographic zones.
Risk Protection
We protect our portfolios (stocks, currencies, bonds…) with overlay strategies whenever we identify market risks.
We operate independently from banking institutions and legal structures, for the sole benefit of our clients.
Services & Products
Main services
Other services
We are strongly committed to tailor-made solutions rather than a standardized approach. We adapt our proposals to individual specific requirements.
Team
Roberto Falzoni – Founder
Mr. Falzoni has 30 years experience in private banking, asset management, investments and capital markets. Previously he worked in Credit Lyonnais
Suisse SA where he was responsible of the Risk Management Department for institutional clients and high private net worth individuals, as well as
being Director of the Capital Markets and Derivative Products. He also worked for GroupeTradition and was a partner at GDP Gestion de
Patrimoine Lausanne. Mr. Falzoni is also founder of DukreAsset Management SA Geneva. He graduated in Business Administration H.E.C. Lausanne
and speaks 5 languages : English, French, Italian, Spanish and Russian.
Pierre Vassart – Chief Investment Officer
He has 35 years experience in both money management firms and international companies (corporate finance & treasury at Hewlett Packard, Union
Carbide, working in Switzerland, UK, USA, Germany). He joined Denarius since the start. He has also 30 years experience as portfolio manager,
including 7 at Hewlett Packard SA, Geneva, where he managed a US$ income portfolio. He was a member of Hewlett Packard SA pension fund
committee. He holds a MBA from Columbia Business School New York and graduate degree from Rouen School of Management (France). Member of
French Columbia Business Club and Association of Corporate Treasurers (Geneva). Started as financial analyst and worked in corporate control.
Joaquin Jimenez – Investor Relations
Mr. Jimenez has just over 14 years of experience in private banking, asset management, investments and capital markets.
He started working as in intern for Denarius and has stayed with the company since, developing all scopes of their business.
He also helped in the creation and launch of a UCITS SICAV, and is actively part of the team that runs its day to day activity. His main focus today is business development for Denarius. He studied at London Metropolitan University and has passed the CFA Level 1 exam.
The critical task is to select highly professional asset/fund managers, with an independent and objective approach.
News
Contact
Contact infos
DENARIUS Conseils & Gestion SA
50 Quai Gustave Ador
1207 Genève
Phone: +41 22 707 08 90
Fax: +41 22 707 08 99