Comme à l’accoutumée la période estivale est propice à des secousses. L’été 2024 n’aura pas fait exception, les intervenants...
Boccard & Partenaires SA brings several stories together under one roof, as the firm has been active in private wealth management for several generations.
HISTORY
Boccard & Cie has a long history of expertise, having been founded in 1943 by the de Boccard family. In 1988, the firm joined forces with the Müller family, represented by Julien and Louis-Philippe, the two current directors. Athemis Gestion de Fortune SA was formed in 2012, following the transformation into a limited company of the wealth management division of Athemis, notaries, lawyers and tax specialists, whose origins date back to the firm Etude Clerc, founded in 1804. Athemis brings extensive knowledge of private wealth management and family office solutions.
Boccard & Partenaires SA is licensed as an asset manager by the Swiss Financial Market Supervisory Authority (FINMA) and is overseen by a supervisory organisation (AOOS).
The firm is also a member of the Swiss Association of Asset Managers (SAAM).
Boccard & Partenaires SA is headquartered in Neuchâtel.
BOARD OF DIRECTORS
The Board of Directors has five members: Patrick Nicolet (Chairman), Thierry de Boccard, Blaise Müller, Pascal Moesch and Marcel Dousse.
MANAGEMENT TEAM
The company is co-managed (in alphabetical order) by Cédric Abplanalp, Julien Müller and Louis-Philippe Müller.
