Maurizio is Co-Founder and Managing Director of Alere Syon Wealth. He specialises in asset allocation strategies and inter-generational wealth preservation.

Maurizio started his private banking career, over 25 years ago, with FIBI, a Safra Bank at the time. Then he managed the Representative office of Bank Hapoalim Switzerland in Israel, until he was offered the position of Head of Private Bank in Geneva. In 2015, Maurizio decided to set-up a boutique wealth management and multi-family office to cater for the needs of HNW families.

Maurizio holds an MBA from the City University of London Cass Business School and is a licensed investment advisor by the ISA. Maurizio is the Joint author of the book: “The Technical Analysis method for investing in securities”.

Ohad is Co-Founder of Alere Syon Wealth. He specialises in advising entrepreneurs in the UK, Europe and Israel.

As a former lawyer, Ohad’s expertise in international taxation led him to advise large international families including new immigrants to Israel and expats in London.

Ohad started his career in wealth management at Goldman Sachs, before moving to head the Israeli desk for Barclays Wealth and later for Edmond de Rothschild UK. In his last role Ohad was a Manging Director at UBS UK, running the Israeli desk out of London.

Ohad holds a Masters degree in law from Tel Aviv university and an MBA from Columbia University in NYC.

Julien is the Chief Investment Officer of Alere Syon and leads the Investment Committee. He has over 20 years of investment experience, starting his career with ODDO BHF as an equity sales trader based in Paris. He relocated to Switzerland in 2006 joining EFG as a multi asset class trader.

Prior to Joining Alere Syon, Julien spent 10 years with a large asset management company in Geneva as a senior portfolio manager and asset allocator managing client portfolios and in house products.

Julien holds a masters degree from Audencia Business School in Nantes and the Swiss trading licence.

Giovanna is the Compliance Officer at Alere Syon Wealth.

Prior to joining Alere Syon, Giovanna was the Liaison Officer of the COO at Banque Lombard Odier in Geneva. Her tasks where to facilitate the interaction between the Private Bank and Compliance Departments.

Giovanna Holds a Master of Arts in Specialised Translation.

Having also previously been a relationship manager at HSBC, Giovanna is able to reconcile both the compliance and business aspects of her work to the benefit of the company.

Tom is the Chief Operating Officer of Alere Syon Wealth. Tom has worked in wealth management for over 12 years specialising in International Business Management.

He started his career at Barclays in London where he held several front office roles, later joining Edmond De Rothschild as a Business Manager. He most recently worked as a Business Manager at UBS in London specialising in the Israeli and UK RND market.

Tom holds a BA in History and Politics from the University of Kent.

Monika is the Risk Manager at Alere Syon Wealth.

Prior to joining Alere Syon, Monika was the Head of Credit of Bank Hapoalim (Switzerland) Ltd, being in charge of the bank’s credit business and risk assessment for Switzerland and Luxembourg. Before that she was Branch Manager of Bank Hapoalim Geneva, and Head of Credits and Guarantees at Bank of New-York Intermaritime Geneva.

Monika has extensive banking experience in various senior client facing positions and profound knowledge in the area of risk and credit.

Michel is a Family Office Administrator at Alere Syon Wealth.

Prior to joining our team, Michel was Office Manager and Assistant Relationship Manager in a Multi-Family Office in Geneva.

Before that, he was Operation Cash Officer of SYZ Group in Geneva. 

Michel started his career with a three year apprenticeship at Bank UBP in Geneva.

Olivia is an investment specialist and a CFA charter holder. She is an external advisor to Alere Syon, and member of our Investment Committee.

Olivia started her career in Asset management and worked for seven years at J.P. Morgan Asset Management in France and London. In 2009, Olivia moved to Israel and joined Leumi’s Private Banking unit, advising foreign residents across Central Europe. After a few years in Israel, Olivia returned to London and joined UBS as an investment advisor for Israeli clients. Olivia held that position until she established in 2021 Bina Market Research to provide market research services to HNW clients.