Comme à l’accoutumée la période estivale est propice à des secousses. L’été 2024 n’aura pas fait exception, les intervenants...
Choosing a wealth management or family office advisor is a decision of paramount importance.
That's why our experts are here to answer all your questions.
Contact us without obligation on +41 (0)32 725 25 60 (Neuchâtel) or +41 (0)26 322 62 53 (Fribourg).
Management Team
Abplanalp Cédric
Director
Swiss Banking School graduate
+41 32 722 68 80
cedric.abplanalp@boccard.ch
Neuchâtel
Cédric Abplanalp spent several years as a financial advisor with Société de Banque Suisse, based in Basel, New York and Neuchâtel, before becoming a member of the Executive Board and head of the financial intermediaries sector at UBS in Neuchâtel. Having previously headed Athemis Gestion de Fortune SA, he is now co-director of Boccard & Partenaires SA.
Müller Julien
Director
+41 32 725 25 60
julien.muller@boccard.ch
Neuchâtel
Julien Müller started his career with several years as a financial advisor working for Scandinavian clients at UBS Wealth Management in Geneva, before taking over responsibility for client relations at Boccard & Cie. In the meantime, he has also developed and managed a wealth management office based in Singapore. He is now a co-director of Boccard & Partenaires SA.
Müller Louis-Philippe
Director
Certified expert in finance and investments (CIWM)
+41 32 725 25 60
louis-philippe.muller@boccard.ch
Neuchâtel
Louis-Philippe Müller has over 15 years' experience working as an investment advisor to an international clientele. He has worked for Boccard & Cie for twelve years as a relationship manager and investment advisor. He is now a co-director of Boccard & Partenaires SA.
Your Advisory Team
Bandeira Filipe
Assistant Director
+41 32 725 25 60
filipe.bandeira@boccard.ch
Neuchâtel
Filipe Bandeira has over 30 years' experience in the financial sector. He first worked for UBS Private Banking before specialising as an independent asset manager.
Cavallin Mauro
Assistant Director and Head of Investments
Certified Securities Trader
Certified Investment Advisor
Certified Swiss Structured Product Officer
+41 32 725 25 60
mauro.cavallin@boccard.ch
Neuchâtel
Mauro Cavallin has extensive experience of the financial markets, first as a trader and then as an investment adviser. In 2008, he joined Athemis Gestion de Fortune SA as an asset manager, with responsibility for asset allocation and management.
Dousse Marcel
Managing Partner
Degree in Economics and Social Sciences from the University of Fribourg
Federal and European Diploma in Financial Analysis and Asset Management
+41 26 322 62 53
marcel.dousse@boccard.ch
Fribourg
With extensive international experience (Japan and the USA), Marcel Dousse was formerly Head of Finance at UBS Fribourg. After co-managing Boccard & Partenaires SA, he now continues to practise as a managing partner.
Egger Joël
Assistant Director
Higher Diploma in Federal Banking
+41 26 322 62 53
joel.egger@boccard.ch
Fribourg
After working for many years with UBS as an asset manager, Joël Egger joined Banque Cantonale de Fribourg.
Guillaume-Gentil Michel
Assistant Director and Chief Operating Officer
+41 32 722 68 89
michel.guillaume-gentil@boccard.ch
Neuchâtel
Michel Guillaume-Gentil has a solid banking background acquired through his work in various business sectors. He specialises in Wealth Management and has over 20 years' experience in the sector of Financial Intermediaries. He is our Chief Operating Officer (COO) and Compliance & Risk Officer.
Macherel Philippe
Deputy Director
Economics graduate (lic. rer. pol.)
Certified Financial Analyst and Wealth Manager (CIIA)
Certified Wealth Management Advisor (CWMA)
+41 26 341 72 72
philippe.macherel@boccard.ch
Head of the Fribourg branch
Philippe Macherel has extensive experience in the banking sector. Over the past 27 years, he has had the privilege of advising both private and institutional clients. After starting his career in Zurich and Berne, as a member of the management team he was responsible for looking after the clients of UBS Wealth Management in Geneva, Lausanne, Neuchâtel and Fribourg.
Strauss Michael
Assistant Director
Diploma in Advanced Studies in Sustainable Management
CIIA Diploma in Financial Analysis (EFFAS)
+41 32 722 68 87
Neuchâtel
Michael Strauss has over 25 years' experience as a financial analyst specialising in equity investments, complemented by 10 years in responsible investment with Edmond de Rothschild and Banque Cantonale Vaudoise. He contributes to the development of our business in these areas.
Wicht Michel
Advisor
+41 26 322 62 53
michel.wicht@boccard.ch
Fribourg
Michel Wicht was responsible for managing client mandates at UBS and then Banque Cantonale de Fribourg.