Porta Advisors Ltd. is an independent advisory boutique domiciled in Zurich. We support financial institutions, family offices, and corporates in pursuing their strategic, financial, and investment objectives. We strive to provide unbiased insight, trusted advice, and thorough execution.
Our culture is defined by a collaborative environment that promotes thought sharing, and is centered on integrity and accountability.
More about usA team of dedicated and experienced senior professionals
Partner and Chairman
Partner and Vice-chairman
| Since 1.7.2015 | Partner, Porta Advisors Ltd., Zurich |
| 2013 – 2015 | CEO TCMG Asset Management Ltd., Zollikon, Zurich |
| 2009 – 2013 | CEO Dynapartners Ltd., Zollikon, Zurich |
| 2007 – 2008 | CEO Investment Products and Member of the Executive Board at Bank Julius Bär, Zurich |
| 1995 – 2007 | CEO Investment Products, CIO und Member of the Executive Board at Clariden Leu (a member of Credit Suisse Group) |
| 1985 – 1995 | Head Product Development and European Equity Products and Strategy at UBS Asset Management |
| Swiss citizen, MSc in Economics, University of Basel, Switzerland |
| Since 1.7. 2015 | Partner, Porta Advisors Ltd., Zurich |
| 2013 – 2015 | COO/CFO TCMG Asset Management Ltd., Zollikon, Zurich |
| 2009 – 2013 | COO/CFO Dynapartners Ltd., Zollikon, Zurich |
| 2007 – 2009 | Managing Director and Head Product Management at Bank Julius Bär, Zurich |
| 2000 – 2007 | Head Product Management and Member of the Exective Board at Clariden Leu Investment Products. Member of the Board of Directors of Schweizerische Gesellschaft für Kapitalanlagen (SGK) |
| 1986 – 2000 | Credit Risk Management at UBS in Zürich, New York, Tokyo and London |
| Swiss citizen, MSc in Economics, University of Basel, Switzerland; INSEAD |
Our international advisors are distinguished and independent individuals that reinforce and complement our market and industry analysis internationally. They provide advice on strategic initiatives, specific mandates and transactions, and support and complement Porta's Board of Directors.
| Since 2001 | Founder & Director Polunin Capital Partners Ltd, London |
| 1996-2001 | Senior Investment Manager Emerging Markets, Pictet Asset Management, London |
| 1990-1996 |
Manager Emerging Market Equities, Rothschild Asset Management, London British citizen, MA (Hons), Spanish & Portuguese from the University of Edinburgh and Diploma, Estudios Hispanicos, Universidad Complutense de Madrid |
| Since 2015 |
Managing Partner and Founder of Asian multi-family office Carret Private Investments Ltd., Hong Kong |
| 2006-2015 | Managing Director, Head of Investment Solutions Group for Asia Pacific as well as Deputy Global Head of Investment Solutions Group at Bank Julius Baer of Switzerland, Hong Kong |
| 2003-2006 | Managing Director, Head of Products at Credit Suisse, Hong Kong |
| 1999-2001 | Executive Director at Merrill Lynch Inc., Hong Kong |
| 1993-1998 | Senior Vice President, Salomon Brothers, New York and Hong Kong |
| 1989-1991 | Business Analyst, McKinsey & Company, Cleveland/Akron, Ohia Area |
| American citizen, Master of Business Administration (MBA), Accounting and Finance from the University of Chicago Booth School of Business. He sits on the Board of Directors for numerous companies |
| Since 9. 2017 | Owner of RBK Pte. Ltd., Singapore, a company that provides advisory services especially regarding Asia and financial services industry matters |
| 2013 - 2017 | CEO and Executive Director at Atlas Asset Management Pte. Ltd., Singapore |
| 2008 - 2013 | Member of the Group Executive Board, Group MD and Global Head Private Banking at Banque Heritage SA, Geneva |
| 2001 - 2008 |
Member of the Executive Board of Management and Head of Private Banking at Clariden Leu (formerly Clariden Bank), Asia, Middle East, Eastern Europe and Africa MD of the bank's offices in Singapore, Dubai, Monaco, London, Moscow, Istanbul, Cairo |
| Until 2001 | Various positions with Citbank N.A., UBS, The Chase Manhattan Bank and Merrill Lynch |
| Swiss citizen |
| Since 2021 | Global Head of ESG at Edelman, based in London, where he provides advice to corporate issuers, private equity GPs and asset managers on their ESG strategy |
| Until 2021 | 20 years global asset management executive in US and UK, including head of the international business unit for BrightSphere Investment Group (formerly Old Mutual AM) and Chief Executive of MFS International (U.K.) Limited |
|
French born; Graduate of Columbia University in NY and CFA charter-holder US educated, fluent in French, English and Spanish |
| Since 2021 | Co-Head of Merchant Banking at Stanhope Capital Group |
| 2005 - 2021 |
Founder of Savigny Partners LLP, London, a corporate finance advisory firm focusing on the retail and luxury goods industry Pierre currently sits on the Board of Lanvin and served on the Board of Acne Studios and Tom Dixon |
| 1998 - 2004 | Director of Acquisitions for LVMH. Working directly with Chairman and CEO Bernard Arnault, he led or played a significant part in most of LVMH's M&A activity |
| 1987 - 1997 | Head of French M&A at NatWest Markets/Bankers Trust |
| French citizen; After graduating from the leading French business school ESSEC, Pierre served for 2,5 years at the French Industrial Development Agency in New York, a body of the French Government dedicated to the promotion of foreign investment in France |
Porta Advisors Ltd. is an independent firm with an international scope that offers advisory services to financial institutions, family offices, and corporates. We provide ideas and guidance, trusted advice, sound judgement, and execution – all with an unwavering focus on delivering solutions and centered on supporting our clients in achieving their objectives.
Porta Advisors Ltd. is domiciled in Zurich, Switzerland, and is majority-owned by its partners. Together with our business partners, we have an extensive track record in financial services and a wealth of experience in successful execution. We think and act long term, driven by our core values: integrity, competence, and dedication. We attract and develop excellent people, who expect to work in an environment that is competitive, rewarding and collaborative.
Porta Advisors Ltd. is an independent and experienced advisor on strategic, financial, investment, and operational matters. We advise on best practice, structuring, processes, timing, and pricing, and assist in negotiating and closing transactions. Where appropriate, we also serve as independent members on boards of directors and investment committees
We have successful long-term track records in preserving and growing wealth in international capital markets across traditional and alternative asset classes. Our experience in corporate financial transactions covers mergers and acquisitions, restructurings and recapitalizations.
Porta Advisors Ltd
Technoparkstrasse 1
8005 Zürich
Switzerland
Phone +41 44 387 90 00
We are committed to seeing our clients succeed irrespective of the prevailing political, economic and capital market conditions. That’s why at Porta Advisors we attach special importance to people who show dedication and commitment. We are strong and successful because we can depend on people that bring competence and independence to the table. We are looking forward to your application and hope to get to know you in person soon.
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