Bernard Sabrier
Bernard Sabrier is Chairman of U Wealth and Group Chairman of Unigestion, where he has led the firm’s strategic direction and international growth since 1976.
With over 50 years of experience in asset management, he has played a key role in shaping Unigestion into a leading independent investment firm, with expertise in private equity, equities and multi-asset strategies.
He also founded the Famsa Foundation, Unigestion’s controlling shareholder, ensuring long-term governance and stability.
Beyond finance, he co-founded MAMCO, Geneva’s Museum of Modern and Contemporary Art, and sits on the Advisory Board of the Marshall Institute at LSE and the Global Commission on Science Missions for Sustainability.
Andrea Stefanowicz Sabrier
Andrea Stefanowicz Sabrier is Chief Executive Officer at U Wealth, leading the strategic development of the firm.
He has 8 years of experience in private banking and wealth management.
Previously, he worked at Bank Julius Baer in the NRI and Key Clients teams, where he was promoted to Director in 2021.
He led Unigestion’s Wealth Management activity prior to becoming CEO.
He is a Harvard Business School alumnus and a Certified Wealth Management Advisor (CWMA).
Antoine David
Antoine David is Chief Operating Officer at U Wealth, overseeing operations, systems, and project execution.
He has 9 years of experience and joined Unigestion in 2019.
Previously, he worked as Project Manager at Talan in France, the UK, and Switzerland.
He holds two Master’s degrees in Telecommunications Engineering and Mathematics & Economics.
He is a Certified SimCorp Dimension Professional and AMF-accredited in France.
Lise Bataille
Lise Bataille is Digital Transformation Associate at U Wealth, where she leads AI integration, digital tools optimization, and process innovation. She has over 5 years of experience in digital strategy and transformation.
Previously, she worked for BNP Paribas, L’Oréal, Chanel, Bottega Veneta and served as COO of a tech & AI start-up, as well as an independent digital and tech consultant.
She holds a Master’s in Management from ESCP, a double Bachelor’s degree in International Business and Finance from Cass Business School (London) and Bocconi University (Milan), and a Bachelor’s in Economics from Université Paris-1 Panthéon-Sorbonne. She completed her studies with a thesis on blockchain and its impact on traditional banking models.
Pauline Pontillon
Pauline Pontillon is Assistant Relationship Manager at U Wealth, supporting HNW clients in wealth management services.
She has 10 years of experience in international banking environments.
Previously, she worked at Credit Suisse and Global Gate Asset Management in client servicing roles.
She holds a Diploma in Banking & Finance Essentials and the ARM certification from Fitch Learning.
She also earned a Baccalauréat in Economic and Social Sciences from Lycée des Mascareignes, Mauritius.
Olivier Marciot
Olivier Marciot is Chief Investment Officer at U Wealth, where he leads the firm’s investment strategy with a focus on risk-managed, multi-asset solutions.
He has over 21 years of experience in asset management and joined Unigestion Group in 2006.
Previously, he worked at Capital International S.A. in Geneva, managing large Asia-Pacific institutional clients.
At Unigestion, he held various senior roles, including Head of Investments for Multi Assets & Wealth Management.
He holds a Bachelor’s degree in Finance and Economics from Old Dominion University and a certification in Behavioral Finance from Duke University.
Sandrine Perret
Sandrine Perret, Director, is Head Economist and Portfolio Manager at U Wealth, where she leads macroeconomic research and fixed income strategy.
She has over 15 years of experience in global macro and investment strategy.
Previously, she worked for Vontobel Asset Management, Credit Suisse, and Brevan Howard.
She joined Unigestion in 2023 and contributes to portfolio construction and economic scenario development.
She holds a Master’s in International Economics from the Geneva Graduate Institute and a Bachelor’s in Economics from the University of Geneva.
Julien Malet
Julien Malet is Director, Senior Portfolio Manager at U Wealth, where he manages multi-asset portfolios and develops tailored investment solutions.
He has over 18 years of experience in asset management and investment strategy.
Previously, he worked as a trading strategist at Société Générale and as a client advisor at Barclays.
He joined Unigestion in 2010 and has held senior roles across equities and multi-asset teams.
He holds a Master’s in Applied Mathematics in Finance from the University of Paris-1 Panthéon-Sorbonne.
Ilaria Russo
Ilaria Russo is Director, Senior Relationship Manager at U Wealth, advising wealthy families on traditional and alternative investments.
She has 18 years of experience in private banking and wealth management across Geneva and Zurich.
Previously, she worked for Cargill, Merrill Lynch, Bank Julius Baer, and a Zurich-based multifamily office.
She is a Certified Wealth Management Advisor (CWMA) and holds two Master’s degrees in International Trade and Finance.
She also completed executive programs in Sustainable Investing (Zurich), Leadership (Oxford), and Family Business Management.
Nicolas Jourdain
Nicolas Jourdain is Vice President, Business Analyst at U Wealth, where he supports operational efficiency and business transformation.
He has over 16 years of experience in wealth and asset management systems.
Previously, he worked for Alcyone Finance, Investance, Capital Banking Solutions, and CMS Group.
He joined Unigestion in 2019 and plays a key role in tech-driven process improvements.
He holds a Master’s in Risk and Asset Management from Université d’Évry Val-d'Essonne and an Engineering degree in IT and Telecoms from 3iL Engineering School in Limoges, France.
U Wealth
Family first
Regulated by Switzerland's FINMA, U Wealth is the dedicated wealth management entity of the Unigestion Group.
Our mission is to provide you with the same values of trust, independence and long-term commitment that have defined us for over 50 years. Born from the desire to offer multi-generational families, entrepreneurs and global citizens like yourself a more personal, more aligned approach — one that reflects what truly matters to you.
With decades of personal experience managing our own family’s assets, we understand the importance of legacy, governance and continuity. Whether you are building your wealth or looking to preserve it across generations, we are here to guide you — with care, integrity, and a deep understanding of your needs. From acting as your trusted advisor, to managing your assets, our duty is to protect your interests at every stage.
Our investment philosophy is disciplined, personalised and focused on the long term. We combine strategic vision with market expertise to build tailored, diversified portfolios that evolve with you. With real-time portfolio monitoring and risk-adjusted strategies - we always execute our convictions with precision and clarity.
Our Services
Our approach is guided by our proprietary asset allocation, an open-architecture selection of instruments and funds, powered by state-of-the-art fintech analytics' tools
01
Discretionary
portfolio
management
Our seasoned investment team tailor solutions to meet your goals and risk appetite. We harness their expertise to allocate, monitor, adjust and optimise your portfolio's performance with full transparency.
02
Investment
advisory
solutions
We provide personalised investment advice, helping you make informed decisions. Our experts are always on call to provide guidance on navigating the constantly changing markets.
03
Wealth
& investment
services
We pride ourselves on supporting the wider needs of our clients. We use our experience across a range of complex matters, including debt structuring, mergers and acquisitions, capital raising, succession, philanthropy, helping you achieve your goals.
04
Customized
Investment
Portfolios
We build tailored portfolios across all asset classes with precision. Our expertise spans across traditional asset classes (equities, fixed income, currencies, commodities), alternatives (equity long/short, hedge funds, global macro, cryptocurrencies), and private markets (private equity, private debt, real estate).
Andrea Stefanowicz Sabrier
Andrea Stefanowicz Sabrier is Chief Executive Officer at U Wealth, leading the strategic development of the firm.
He has 8 years of experience in private banking and wealth management.
Previously, he worked at Bank Julius Baer in the NRI and Key Clients teams, where he was promoted to Director in 2021.
He led Unigestion’s Wealth Management activity prior to becoming CEO.
He is a Harvard Business School alumnus and a Certified Wealth Management Advisor (CWMA).
Bernard Sabrier
Bernard Sabrier is Chairman of U Wealth and Group Chairman of Unigestion, where he has led the firm’s strategic direction and international growth since 1976.
With over 50 years of experience in asset management, he has played a key role in shaping Unigestion into a leading independent investment firm, with expertise in private equity, equities and multi-asset strategies.
He also founded the Famsa Foundation, Unigestion’s controlling shareholder, ensuring long-term governance and stability.
In 1994, he founded the Children Action charity for disadvantaged children. He also co-founded MAMCO, Geneva’s Museum of Modern and Contemporary Art, and sits on the Advisory Board of the Marshall Institute at LSE and the Global Commission on Science Missions for Sustainability.
Sandrine Perret
Sandrine Perret, Director, Portfolio Manager at U Wealth, where she leads macroeconomic research and fixed income strategy.
She has over 15 years of experience in global macro and investment strategy.
Previously, she worked for Vontobel Asset Management, Credit Suisse, and Brevan Howard.
She joined Unigestion in 2023 and contributes to portfolio construction and economic scenario development.
She holds a Master’s in International Economics from the Geneva Graduate Institute and a Bachelor’s in Economics from the University of Geneva.
Olivier Marciot
Olivier Marciot is Chief Investment Officer at U Wealth, where he leads the firm’s investment strategy with a focus on risk-managed, multi-asset solutions.
He has over 21 years of experience in asset management and joined Unigestion Group in 2006.
Previously, he worked at Capital International S.A. in Geneva, managing large Asia-Pacific institutional clients.
At Unigestion, he held various senior roles, including Head of Investments for Multi Assets & Wealth Management.
He holds a Bachelor’s degree in Finance and Economics from Old Dominion University and a certification in Behavioral Finance from Duke University.
Ilaria Russo
Ilaria Russo is Director, Senior Relationship Manager at U Wealth, advising wealthy families on traditional and alternative investments.
She has 18 years of experience in private banking and wealth management across Geneva and Zurich.
Previously, she worked for Cargill, Merrill Lynch, Bank Julius Baer, and a Zurich-based multifamily office.
She is a Certified Wealth Management Advisor (CWMA) and holds two Master’s degrees in International Trade and Finance.
She also completed executive programs in Sustainable Investing (Zurich), Leadership (Oxford), and Family Business Management.
Julien Malet
Julien Malet is Director, Senior Portfolio Manager at U Wealth, where he manages multi-asset portfolios and develops tailored investment solutions.
He has over 18 years of experience in asset management and investment strategy.
Previously, he worked as a trading strategist at Société Générale and as a client advisor at Barclays.
He joined Unigestion in 2010 and has held senior roles across equities and multi-asset teams.
He holds a Master’s in Applied Mathematics in Finance from the University of Paris-1 Panthéon-Sorbonne.
Pauline Pontillon
Pauline Pontillon is Assistant Relationship Manager at U Wealth, supporting HNW clients in wealth management services.
She has 10 years of experience in international banking environments.
Previously, she worked at Credit Suisse and Global Gate Asset Management in client servicing roles.
She holds a Diploma in Banking & Finance Essentials and the ARM certification from Fitch Learning.
She also earned a Baccalauréat in Economic and Social Sciences from Lycée des Mascareignes, Mauritius.
Carlo Lombardini
Carlo Lombardini is Director - Member of the board of U Wealth, specializing in banking law and regulatory compliance.
He has over 30 years of experience in banking law and financial services regulation.
He is a lawyer with Poncet Turrettini in Geneva, where he served as a partner since 1990. He has been a lecturer in banking law at the University of Lausanne’s Faculty of Law and HEC (2010-2014), and in 2014 he was nominated Associate Professor in charge of the banking law course.
He has served as Chairman and board member of several renowned banking institutions (HSBC Private Bank Luxembourg, HSBC Private Bank Suisse, HSBC Guyerzeller Bank, Crédit Agricole Next Bank Suisse, EFG Bank and EFG International).
He holds a Law degree from the University of Geneva and is admitted to the Geneva Bar.
Lise Bataille
Lise Bataille is Digital Transformation Associate at U Wealth, where she leads AI integration, digital tools optimization, and process innovation. She has over 5 years of experience in digital strategy and transformation.
Previously, she worked for BNP Paribas, L’Oréal, Chanel, Bottega Veneta and served as COO of a tech & AI start-up, as well as an independent digital and tech consultant.
She holds a Master’s in Management from ESCP, a double Bachelor’s degree in International Business and Finance from Cass Business School (London) and Bocconi University (Milan), and a Bachelor’s in Economics from Université Paris-1 Panthéon-Sorbonne. She completed her studies with a thesis on blockchain and its impact on traditional banking models.
Antoine David
Antoine David is Chief Operating Officer at U Wealth, overseeing operations, systems, and project execution.
He has 9 years of experience and joined Unigestion in 2019.
Previously, he worked as Project Manager at Talan in France, the UK, and Switzerland.
He holds two Master’s degrees in Telecommunications Engineering and Mathematics & Economics.
He is a Certified SimCorp Dimension Professional and AMF-accredited in France.
Nicolas Jourdain
Nicolas Jourdain is Vice President, Business Analyst at U Wealth, where he supports operational efficiency and business transformation.
He has over 16 years of experience in wealth and asset management systems.
Previously, he worked for Alcyone Finance, Investance, Capital Banking Solutions, and CMS Group.
He joined Unigestion in 2019 and plays a key role in tech-driven process improvements.
He holds a Master’s in Risk and Asset Management from Université d’Évry Val-d'Essonne and an Engineering degree in IT and Telecoms from 3iL Engineering School in Limoges, France.
Régis Martin
Régis Martin is Director - Member of the board of U Wealth and Group Deputy CEO of Unigestion, overseeing global operations in private equity, equities, and alternative investments.
He has over 30 years of experience in asset management and investment leadership.
He joined Unigestion in 1997 and has held multiple senior roles, contributing significantly to the firm's growth to over CHF 20 billion in assets under management. Since 2018, he has also served as Chairman of the Alternative Investment Council of the Asset Management Association Switzerland.
He holds a degree from the Faculty of Business and Economics (HEC Lausanne) at the University of Lausanne.
Bernard Sabrier
Bernard Sabrier is Chairman of U Wealth and Group Chairman of Unigestion, where he has led the firm’s strategic direction and international growth since 1976. With over 50 years of experience in asset management, he has played a key role in shaping Unigestion into a leading independent investment firm, with expertise in private equity, equities and multi-asset strategies. He also founded the Famsa Foundation, Unigestion’s controlling shareholder, ensuring long-term governance and stability. Beyond finance, he co-founded MAMCO, Geneva’s Museum of Modern and Contemporary Art, and sits on the Advisory Board of the Marshall Institute at LSE and the Global Commission on Science Missions for Sustainability.
Andrea Stefanowicz Sabrier
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Lise Bataille
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Antoine David
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Sandrine Perret
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Olivier Marciot
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Ilaria Russo
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Nicolas Jourdain
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Pauline Pontillon
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Julien Malet
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Bernard Sabrier
Bernard Sabrier is Chairman of U Wealth and Group Chairman of Unigestion, where he has led the firm’s strategic direction and international growth since 1976.
With over 50 years of experience in asset management, he has played a key role in shaping Unigestion into a leading independent investment firm, with expertise in private equity, equities and multi-asset strategies.
He also founded the Famsa Foundation, Unigestion’s controlling shareholder, ensuring long-term governance and stability.
Beyond finance, he co-founded MAMCO, Geneva’s Museum of Modern and Contemporary Art, and sits on the Advisory Board of the Marshall Institute at LSE and the Global Commission on Science Missions for Sustainability.
Andrea Stefanowicz Sabrier
Andrea Stefanowicz Sabrier is Chief Executive Officer at U Wealth, leading the strategic development of the firm.
He has 8 years of experience in private banking and wealth management.
Previously, he worked at Bank Julius Baer in the NRI and Key Clients teams, where he was promoted to Director in 2021.
He led Unigestion’s Wealth Management activity prior to becoming CEO.
He is a Harvard Business School alumnus and a Certified Wealth Management Advisor (CWMA).
Antoine David
Antoine David is Chief Operating Officer at U Wealth, overseeing operations, systems, and project execution.
He has 9 years of experience and joined Unigestion in 2019.
Previously, he worked as Project Manager at Talan in France, the UK, and Switzerland.
He holds two Master’s degrees in Telecommunications Engineering and Mathematics & Economics.
He is a Certified SimCorp Dimension Professional and AMF-accredited in France.
Lise Bataille
Lise Bataille is Digital Transformation Associate at U Wealth, where she leads AI integration, digital tools optimization, and process innovation. She has over 5 years of experience in digital strategy and transformation.
Previously, she worked for BNP Paribas, L’Oréal, Chanel, Bottega Veneta and served as COO of a tech & AI start-up, as well as an independent digital and tech consultant.
She holds a Master’s in Management from ESCP, a double Bachelor’s degree in International Business and Finance from Cass Business School (London) and Bocconi University (Milan), and a Bachelor’s in Economics from Université Paris-1 Panthéon-Sorbonne. She completed her studies with a thesis on blockchain and its impact on traditional banking models.
Pauline Pontillon
Pauline Pontillon is Assistant Relationship Manager at U Wealth, supporting HNW clients in wealth management services.
She has 10 years of experience in international banking environments.
Previously, she worked at Credit Suisse and Global Gate Asset Management in client servicing roles.
She holds a Diploma in Banking & Finance Essentials and the ARM certification from Fitch Learning.
She also earned a Baccalauréat in Economic and Social Sciences from Lycée des Mascareignes, Mauritius.
Olivier Marciot
Olivier Marciot is Chief Investment Officer at U Wealth, where he leads the firm’s investment strategy with a focus on risk-managed, multi-asset solutions.
He has over 21 years of experience in asset management and joined Unigestion Group in 2006.
Previously, he worked at Capital International S.A. in Geneva, managing large Asia-Pacific institutional clients.
At Unigestion, he held various senior roles, including Head of Investments for Multi Assets & Wealth Management.
He holds a Bachelor’s degree in Finance and Economics from Old Dominion University and a certification in Behavioral Finance from Duke University.
Sandrine Perret
Sandrine Perret, Director, is Head Economist and Portfolio Manager at U Wealth, where she leads macroeconomic research and fixed income strategy.
She has over 15 years of experience in global macro and investment strategy.
Previously, she worked for Vontobel Asset Management, Credit Suisse, and Brevan Howard.
She joined Unigestion in 2023 and contributes to portfolio construction and economic scenario development.
She holds a Master’s in International Economics from the Geneva Graduate Institute and a Bachelor’s in Economics from the University of Geneva.
Julien Malet
Julien Malet is Director, Senior Portfolio Manager at U Wealth, where he manages multi-asset portfolios and develops tailored investment solutions.
He has over 18 years of experience in asset management and investment strategy.
Previously, he worked as a trading strategist at Société Générale and as a client advisor at Barclays.
He joined Unigestion in 2010 and has held senior roles across equities and multi-asset teams.
He holds a Master’s in Applied Mathematics in Finance from the University of Paris-1 Panthéon-Sorbonne.
Ilaria Russo
Ilaria Russo is Director, Senior Relationship Manager at U Wealth, advising wealthy families on traditional and alternative investments.
She has 18 years of experience in private banking and wealth management across Geneva and Zurich.
Previously, she worked for Cargill, Merrill Lynch, Bank Julius Baer, and a Zurich-based multifamily office.
She is a Certified Wealth Management Advisor (CWMA) and holds two Master’s degrees in International Trade and Finance.
She also completed executive programs in Sustainable Investing (Zurich), Leadership (Oxford), and Family Business Management.
Nicolas Jourdain
Nicolas Jourdain is Vice President, Business Analyst at U Wealth, where he supports operational efficiency and business transformation.
He has over 16 years of experience in wealth and asset management systems.
Previously, he worked for Alcyone Finance, Investance, Capital Banking Solutions, and CMS Group.
He joined Unigestion in 2019 and plays a key role in tech-driven process improvements.
He holds a Master’s in Risk and Asset Management from Université d’Évry Val-d'Essonne and an Engineering degree in IT and Telecoms from 3iL Engineering School in Limoges, France.
At U Wealth, you are supported by professionals with complementary skills in asset allocation, fund selection, portfolio management, trading, and macroeconomic strategy.
10 experts bring both global insight and family-office intimacy. We work in synergy with our group's private equity and liquid strategies' teams and handpicked service providers giving you access to real-time market intelligence, investment opportunities and industry networks.
