Who we are

 A high quality service

Activa Capital is an independent company based in the historic banking area of Geneva, specialized in wealth management and investment advisory for an international clientele. Since its inception, Activa Capital has grown organically and consistently, focused on delivering a high quality service at a global level.

Our team is composed by professionals from different cultures and backgrounds that combine their experience in private banking, investment banking and the financial markets to provide our clients with the solutions that best suit their investment strategy.

Our
team

The human dimension of our structure comprises an integrated team of professionals and specialists, working together to provide dynamic management in service to our clients. We treat each client and each portfolio with the same consideration, regardless of its size or origin.

We have cultivated professional relationships with first class specialists around the world, that today make up our network of strategic partners. Through this partnership our clients can access the best financial, legal and fiduciary resources.

Prior to co-founding Activa Capital, Aurelien was a Partner and Head of Latin America for Union Capital Group. Aurélien formerly developed his expertise by working at Commerzbank and Exane Derivatives as Head of the derivatives Desk, dedicated to family offices and independent asset managers in Latin America. Aurélien is married and has 4 children.

Prior to co-founding Activa Capital, Jérôme was leading the LATAM derivatives desk at Exane Derivatives in Switzerland (2011-2016). Having successfully managed cumulated nominal trades in excess of €5 billion, his experience and insight allows him to serve our clients’ best interest.

After his studies in Buenos Aires, Hugo joined a prestigious business law firm in Paris where he worked for nearly 20 years. Subsequently, as part of the natural evolution of his career he became an independent financial advisor for nearly 20 years before becoming a founding partner of Capital Vision. Hugo is married and has 3 children.

Prior to joining Activa Capital as Business Manager, Olivier gained a solid professional experience for 29 years in various leading Swiss banks, UBS SA 16 years, BNP Paribas (Switzerland) Ltd 11 years, LGT Bank (Switzerland) 2 years. He has held the position of Managing Director in Wealth Management departments and has always been keen to satisfy his clients who were based on the 5 continents.
Olivier is married and has 3 children

Prior to joining Activa Capital, Jose worked for leading financial institutions including Credit Suisse (Private Banking & Asset Management), serving a Latin American clientele for nearly 7 years and then for 2 years with the Royal Bank of Canada in Geneva. He then worked for almost 2 years as an independent consultant on financial projects related to Latin America. Through these positions, he has cultivated a perfect blend of investment expertise, wealth planning knowledge and relationship management experience to serve the diverse and evolving needs of our clients.
Jose is married and has 2 children

Prior to joining Activa Capital, Hans worked for a Family Office and several leading financial institutions for over 20 years, including UBS, Credit Suisse and BSI serving mainly Latin American Clients out of New York, London, Panama and Switzerland. He has held the position as Desk Head for Latin America at UBS and CS in London. Through these different positions he has built a good knowledge of investment advice, fixed income advisory, wealth planning and family office services. Hans is married and has 3 children.

Prior to joining Activa Capital as Portfolio Manager, Jean-Luc worked for 7 years for a prestigious Asset Manager based in Geneva. He worked in several business lines before integrating their multi-asset team as Portfolio Manager. This multidisciplinary and multi-asset experience have allowed him to satisfy the clients and the company’s needs.

Our portfolio management platform VIZ

Capital Vision, a privileged partner of Activa Capital, has developed its own portfolio management platform called Vizibility.

 

Vizibility is a platform that allows us to carry out personalized investment analysis, optimization, control, as well as portfolio management, necessary to offer our clients an innovative service and a superior quality, specific to their needs.

Our
partners

In addition to your financial investments, a complete overview of your assets also includes your property, real estate and private equity investments you posses. In other words, you should consider any assets that can help maintain and increase your wealth.

 

We work closely with highly qualified and experienced professionals, who are experts in their respective fields. This independent network includes experts in financial engineering, legal, brokers, analysts, tax advisors, economists and real estate consultants.

As long-term partners, these specialists are as determined as we are to work for the benefit of our clients. Through this coordinated approach we protect your interests and earnestly guard the quality of the service and work delivered to our clients.

 

Activa Capital has established relationships with custodian banks that share our high quality standards, however we maintain the flexibility to work with your existing bank as depository.

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