At Simplewealth, we believe investing should be simple, clear and effortless. We have been working hard over the last year to reinvent the way people invest their money.
Jeremy graduated as an engineer from Ecole Centrale Paris, worked at McKinsey, at UBS and at Leonteq. He has been working with private banks on their strategy and operations. He believes in a new, easier way to invest.
Customers and Compliance
Mark is an experienced financial services lawyer. He previously worked as Head of Legal and Compliance for a boutique funds management company. Prior to that, he was a Senior Associate for one of Asia-Pacific’s premier law firms. He believes in easy, well designed, automated professional investment management
Roberto has worked in investment management for over three decades in New York, London, Milano, Paris, and Zurich. Roberto held senior roles with Continental Insurance Company Asset Management, JP Morgan Investment Management and SanPaoloIMI Asset Management. He also headed Goldman Sachs’ Portfolio Advisory Group in London. A CFA, Roberto received a BA from Cornell University and an MBA from Harvard University.
Senior Partner at a leading Management Consulting Firm, Michael advises financial institutions on large-scale transformations and digital transformation of front, middle and back-offices. He also works on strategy and product roadmap for high-tech and fintech companies. He is widely sought after for his expertise in IT and business strategy.
We believe in being simple, open and transparent. No hidden fees, no surprise.
We are a Swiss-regulated independent asset manager, partnering with a global custodian and keeping your assets safe.
We use technology to change the way things are done and to adapt to our current lives.
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