Partner and founder of Helvetica Management and Geneva Wealth Capital Management, has 30 years of banking and business experience with three major international banks: CIBC World Markets in London and Toronto; Barclays Bank PLC in Mauritius; Barclays Capital in London; Barclays Wealth in Jersey and Switzerland where he was honored as the best Institutional Relations Manager. He has always held senior management positions at all these institutions and played a key role in establishing offshore operations at Barclays Corporate in 1990 in Mauritius and in 2005 in Geneva, Switzerland.
Partner and founder of Helvetica Management and Pathfinder Consulting, has 30 years of experience in Private Banking and management of Financial Institutions, dealing with resident and non-resident Clients with large volume portfolios of assets under management. He has extensive experience in administration of commercial teams, business consulting and financial intermediation. He is fluent in Portuguese, English and Spanish.
CHIEF EXECUTIVE OFFICER
JOSÉ FERREIRA LEITE
Joined GWCM in 2015 having moved to Geneva from the Cayman Islands, where she worked for Caixa Geral de Depósitos S.A. Prior to this she lived and worked in Portugal and has amassed 15 years’ experience working in the private and corporate banking sector dealing with high net worth clients, obtaining qualifications in Anti Money Laundering and Counter Terrorism Financing in the process. Today, Alex is responsible for the management of client companies in various jurisdictions; liaising with clients, agents and banks in order to maintain and enhance the client’s portfolio. Portuguese is Alexandra’s mother tongue, while she is fluent in English and French.
Born and graduated in South Africa, has 26 years of experience in asset management and was responsible for a team of trading, risk management and investment in financial institutions in Europe with results of € 300Mln per year and € 82Bn of assets under management. He is fluent in English, Portuguese and Afrikaans.
CHIEF INVESTMENT OFFICER
Graduated in Law in the Catholic University of Lisbon in 1984, is a member of the Portuguese Bar Association. He has over 30 years of experience in both technical and management fields in financial markets, stock exchanges and privatization programs. He also developed strong activity in the area of governance models, corporate restructuring and reorganization programs, corporate law, organizational development and human resources management. Worked in a number of European and African countries and served as administrator of several companies in diversified sectors of activity in Angola, Mozambique and Portugal. He is fluent in Portuguese, English and French.
Master of Science in Economics, University Hohenheim, Germany. She has passed the second level of the CFA Program and has professional experience in asset management and in equity, fixed income, mixed and alternative funds analysis. She is fluent in English, Portuguese, German and Russian.
He has 30 years of experience in asset management operations and procedures, linking back and front offices as well as financial advisers. He is also experienced in managing client’s portfolios and structuring investment vehicles. He worked in two of the major banks in Portugal and in asset management companies. He is fluent in Portuguese and Spanish.