BRP BIZZOZERO & PARTNERS - Key Persons
Brazilian lawyer holding an LL.M. in International Business Law from the University of Fribourg, Switzerland. Over 4 years of experience with private wealth services in the trust industry with a Dutch group and later on with a family office in Zurich.
At BRP, Rafael works in the Private Banking team creating and updating the Country Manuals as well as with the clients' mandates on cross-border matters.
Holder of a licence to practise law in Belgium, Aurélie Anciaux began her career in corporate law at a law firm. She then worked as a Compliance Officer at a holding company of an international banking group and at private banks in Belgium and Switzerland. Aurélie also gained experience of regulatory consult ing while working at a large audit firm and is the author of the following publications: Les options sur actions, l'obligation pour les associés de contribuer aux pertes et les pactes léonins, together with Olivier Clevenbergh (Revue de Droit Commercial Belge, December 2006) Rôle et responsabilités des Compliance Officers - Questions théoriques et pratiques (MiFID, questions spéciales, Larcier, 2010) She was a teacher on the Belgian Compliance Officer Certification Program (CCO Certification Program) and gave a speech during a conference on MiFID organised by the Economic Law Unit of the Free University of Brussels. At BRP, Aurélie is mainly active in the field of advice and training for financial institutions. She is also responsible for the Legal Advisors team in Geneva.
Job Titles:
- Member of the "Products & Asset Management
Catherine Annen comes from a commercial background and has more than 30 years of experience, having worked as a Sales Administrative Assistant for several different Swiss and international companies.
Miro-Ivan is a Swiss-qualified lawyer and holder of a Master of Business Law from the University of Zurich. He has worked on various banking projects, as Legal Counsel Latin America for a leading Swiss Bank and as Legal Counsel Switzerland for a group of charitable foundations and companies.
At BRP, Miro-Ivan's focus lies on cross-border matters in relation to the member states of the European Union and other European countries. As legal advisor, he is primarily responsible for creating and updating country manuals and provides training in cross-border matters as well as in matters of Swiss financial law.
Miro-Ivan is a Swiss-qualified lawyer and holder of a Master of Business Law from the University...
Job Titles:
- Founding Partner - Chairperson
- Member of the Boards
A licensed lawyer with a doctorate in law, Alessandro has more than 30 years of experience in the banking and regulatory field, in roles such as Deputy Director of the Authorization department at the Swiss Federal Banking Commission (now FINMA), Director at PWC Switzerland, and Head of Group Compliance at an international banking group.
A former Director of the CAS in Compliance Management course and lecturer at the University of Geneva, he still teaches at HEG ARC in Neuch tel, as well as on the CAS in Compliance Management course in Geneva and at the Centro Studi Villa Negroni in Lugano. In addition, he often facilitates seminars and gives speeches on several regulatory topics, in Switzerland and aboard.
He is also the author of several publications, including:
Bizzozero: Le contrat de gérance de fortune (thesis, 1993)
Collective work: Le monde et la pratique bancaires suisses (1995)
Bizzozero: Situation juridique de la banque relativement à l'activité d'un gérant indépendant
(Thévenoz, Journée 1996 de droit bancaire et financier, 1996)
Bizzozero, Zufferey: Le champ d'application de la Loi fédérale sur les fonds de placement.
(Aktuelle Juristische Praxis AJP, N°1 1996)
Zufferey, Bizzozero, Piaget: Qui est négociant en valeurs mobilières ? (co-author, 1997)
Bizzozero: La legge federale sulle banche
(Bernasconi, Choppard: Novità legislative per le attività bancarie svizzere, 1997)
Bizzozero: Investment funds with special risks (Banco News No 3, 1997)
Bizzozero: Gli interventi della Commissione federale delle banche in merito alla gestione patrimoniale
(Chopard: Sulla gestione patrimoniale, 1997)
Bizzozero: Les gérants de fortune au regard de la loi fédérale sur les bourses et le commerce de valeurs mobilières (Bulletin ASG No 38, 1998)
Bizzozero: LBVM - Dispositions transitoires pour les négociants (Der Schweizerischer Treuhänder Nos 6-7, 1998)
Bizzozero: Les interventions urgentes de la Commission fédérale des banques (Bernasconi, Choppard: Mesures provisionnelles et judiciaires administratives, 1999)
Bizzozero, Fehlmann: Le regole del gioco (Ticino Management, 2000)
Bizzozero: Gestion de fortune : Risques de violation de normes prudentielles (Bernasconi, Choppard: Responsabilités légales dans la gestion de fortune, 2001)
Collective work: Droit de la concurrence (Commentaire romand, 2002)
Bizzozero, Berclaz: The new Swiss Ordinance on the Prevention of Money Laundering (Swiss Derivatives Review, No 24, 2004)
Bizzozero: Le projet de circulaire CFB sur le contrôle et la surveillance internes (Journée 2005 de droit bancaire et financier, 2006)
Gianella, Bizzozero: Obblighi di diligenza nella relazione con la clientela (Erez, Nasciutti: Compliance Management, una guida per il settore finanziario, 2009)
Bizzozero: Directive sur les gestionnaires de fonds d'investissement alternatifs (Journée 2009 de droit bancaire et financier, 2010)
Bizzozero, Robinson: Activités financières cross-border vers et depuis la Suisse, 2010
Bizzozero, Maillard: Gérants indépendants - Gestion des risques par la banque dépositaire, 2013
Bizzozero: Obligations d'éclaircir et de corroborer au regard des règles anti-blanchiment (Blanchiment d'argent, Genève, Schulthess, 2014, pages 139-152)
Bizzozero: Le démarchage de l'établissement de relations d'affaires (Services financiers: Suisse et Union européenne, Geneva, Zurich, Basel, 2016, pages 43-79)
Bizzozero, McGrant, Bartels: After Brexit - Cross-border financial services from the UK into the EU, Zurich, Basel, Geneva, 2017
Bizzozero, Falletti, Meregalli Do Duc: Le mandat de gestion de fortune, Zurich, Basel, Geneva, 2017
Bizzozero, Maillard: Organisation appropriée (Erez Giorgietti: Compliance 5.0, Vezia, Basel, 2019, page 73 et seq)
Alessandro is a member of the Boards and Audit and Risks Committees of several banks and financial institutions in Geneva, Lugano and Beirut.
A licensed lawyer with a doctorate in law, Alessandro has more than 30 years of experience in the ba...
Job Titles:
- Director - Head of E - Learning
MBA from the University of Lugano and Master's degree in instructional design. Further professional certifications in the e-learning domain. More than 15 years of experience in the Banking industry, covering positions as market data manager, senior security governance officer and HR senior trainer with e-learning responsibilities.
Holder of a license in business administration from the University of Bern, Daria has over 20 years of experience as a manager in the Governance, Risk and Compliance domain, gained in a bank operating internationally in Private Banking. At BRP, Daria is mainly active in creating and updating Private Banking Country Manuals.
A Front-end developer with a Master's degree in Software Engineering, André joined Indigita in August 2019. He has a solid experience in working within large and small multi-functional and multi-cultural teams, in Back-end and Front-end positions, using Java, Angular and other most recent web technologies. André has recently completed a course on React Redux. During his free time, he likes to practice sports, read, and travel around the world.
A Front-end developer with a Master's degree in Software Engineering, André joined Indigita in Au...
Job Titles:
- Head of Marketing & Communications
Claire Capdevielle holds a master's degree in Management and Corporate Organisation and has strong international experience in project management. Her entrepreneurial spirit and global vision led her to join BRP as a Marketing & Communication Project Manager. Since 2024 she has been Head of Marketing and Communications.
Claire Capdevielle holds a master's degree in Management and Corporate Organisation and has strong international experience in project management. Her entrepreneurial spirit and global vision led her to join BRP as a Marketing & Communication Project Manager. Since 2024 she has been Head of Marketing and Communications.
Claire Capdevielle holds a master's degree in Management and Corporate Organisation and has strong i...
Ricardo has more than 20 years of experience in the financial industry. He started his career with a Federal Vocational Baccalaureate at the leading Swiss bank. Shortly afterwards he moved into Private Banking and has since gained sound expertise in both front line and compliance functions at renowned Swiss private banks in Zurich. His practical experience in applying and training our industry-known cross-border country manuals allows him to better understand the needs of our clients and contribute to the further development of our manuals and support our clients in the best possible way.
He holds an Advanced Federal Diploma of Higher Education in Business Administration and in parallel to his position at BRP, he is completing his BSc in Business Administration with Major in Digital Business.
At BRP, Ricardo de Oliveira advises banks and financial intermediaries and provides training in cross-border matters, specialising in the cross-border regulation of Asian countries.
Ricardo has more than 20 years of experience in the financial industry. He started his career wi...
Job Titles:
- Partner - CEO of Indigita SA
MBA from the IMD business school and degree in economics from LUISS University of Rome. Over 15 years of experience in the banking and consulting industry where he held various management positions in the fields of business development, marketing, governance, audit, special projects, risk management and compliance. Former Chief Commercial Officer and Secretary General of a Geneva-based banking group, COO of a digital identity provider and Senior Project Manager at BRP Bizzozero & Partners SA.
Job Titles:
- Business Analyst
- Project Manager
Bachelor's degree in System's Analyst from the Interamerican Open University in Rosario, Argentina. After gaining valuable experience as a Frontend Developer, Valentina was determined to take her career to the next level, which led her to Switzerland. During her time there, Valentina completed internships as a Business Analyst in one of Switzerland's biggest pharmaceutical companies and as a Web Developer at the UN.
In January 2023, she joined Indigita as a Junior Business Analyst and Project Manager in the Client Delivery and Partnerships Department.
Job Titles:
- Director - Senior Legal Advisor
Holder of a licence to practise law in Argentina and a Master's Degree in Business Law (LLM), Luisa Dutto has more than 20 years of experience, including 15 years in the banking and regulatory field.
She first worked in two internationally renowned law firms in Argentina, where she gained general practice experience in the fields of commercial, contract and private law. Luisa then moved to Switzerland, where she worked in the legal departments of two large Swiss banks and was responsible for the legal coverage of their private banking business in Latin America.
She has also worked in the Singapore office of an Australian law firm and in a prominent international business group headquartered in Singapore. There, Luisa was responsible for compliance matters related to portfolio management of the group for investments in the Americas, Asia, Australia and Europe. Furthermore she supported the legal function in investment projects relating to those regions.
During 2005 and 2006 Luisa was a professor at the University of Buenos Aires and at Philadelphia College for Advanced Studies - ESEADE University Institute, Buenos Aires.
Job Titles:
- Tax Compliance Specialist
Jean-Marc Favre is a Swiss Chartered Public Accountant with a degree from the Faculty of Business an...
Jean-Marc Favre is a Swiss Chartered Public Accountant with a degree from the Faculty of Business and Economics (HEC) of the University of Lausanne.
Jean-Marc Favre has over 30 years of experience in financial audit and first-hand experience of operational and technical issues connected with taxation. He began his career with one of the ‘Big Four', and later worked for financial institutions in Switzerland.
Job Titles:
- Engineer
- Professional Experience As an Engineer After Graduating in 2014 With a BSc. in El. Know
Faysal Started his professional experience as an Engineer after graduating in 2014 with a BSc. in Electrical Engineering and Communications from Loughborough University (UK) with First Class Honours. Upon graduation, Faysal worked for 3 years as Teaching Assistant at the Faculty of Engineering. In 2017, Faysal moved to Geneva to continue his studies at the University of Geneva, where he received his second BSc. in Computer Science and is now working towards MSc. in Computer Science.
Faysal specializes in developing tailored software that automates business processes, web scraping, web monitoring, and assists in BRP's Digital Transformation journey.
Patrick is the CEO of BRP Bizzozero & Partners SA. He is in charge of the company's Technological development and specialises in the implementation of FinSA and MiFID projects.
Aline Gisiger is a chartered expert in financial and managerial accounting and reporting, and holder of a Swiss federal certification as a finance and accounting specialist. Aline started her career working for a leading accounting firm, in charge of various audit mandate mainly in the Service industry. She then joined BRP to set up and manage the Finance department of the company, leading her to oversee the Group account and financial operations. Aline has been appointed Partner in 2020. In her constant willingness to develops internal expertise and competencies, as well as sharing her knowledge, she additionally acts as apprentices trainer. Aline Gisiger is currently in charge of the accounting, finance, tax and HR issues of BRP Group.
Job Titles:
- Business Analyst - Operations
Master of Science in engineering from the ESTP. Eralb started his career in advisory working as a PMO in support of the budget in the IT department of a French leader energy company. Alongside his studies he completed various internships in Paris and Switzerland as a site manager for various projects. In September 2021, he joined Indigita as a Business Analyst - Chief of Staff and Product Development.
With a commercial background and solid experience in the field of international trading in commodities (grains, pulses and coffee), Isabelle Grillard has held several positions as an Administrative and Commercial Assistant for Swiss and international companies. She joined BRP SA as administrative support to our Organisational department.
Job Titles:
- Director - Senior Legal Advisor
A Swiss-qualified lawyer, Annette Hafner started her career in an internationally renowned Geneva-based law firm in the fields of financial and business law. She then worked for the Swiss Ministry of Finance, and in both the Public Policy and the Private Banking departments of a leading Swiss bank.
Before joining BRP's office in Zurich, Annette worked at the Swiss Secretariat of State for International Financial Matters, where she was mainly responsible for matters related to market access to the European Union and EU regulation.
In addition, Annette has extensive experience of working abroad. She worked for one of the most prestigious law firms in Montreal, Canada, and as Counsel to the Washington State Government in the United States. Annette also spent several years as a Legal Counsel and Expert in comparative law for the Chilean Parliament in Valparaiso, Chile.
At BRP, Annette Hafner's focus lies on cross-border matters in relation to the member states of the European Union and other European countries. She provides advice as well as training, and coordinates the updating of the different Country Manuals. Annette also covers parts of Latin America and Asia. In addition, based on her qualification as a Swiss attorney, Annette provides legal advice to clients regarding Swiss law and writes opinions for BRP's Swiss Regulatory Library.
She is also the author of several publications, including:
Various publications issued by the Biblioteca del Congreso Nacional de Chile, among others:
Hafner: Interpelación parlamentaria. Análisis desde diferentes sistemas de gobierno
(Biblioteca del Congreso Nacional de Chile, December 2018
Hafner: El negacionismo en la legislación comparada
(Biblioteca del Congreso Nacional de Chile, March 2014)
Hafner: Terminología en torno a la unión civil en el mundo - Derecho comparado
(Biblioteca del Congreso Nacional de Chile, May 2014)
Hafner: La protección de los derechos económicos, sociales y culturales en la Constitución - Derecho comparado (Biblioteca del Congreso Nacional de Chile, June 2014)
Hafner, David. S Geber: Optimale regulatorische Rahmenbedingungen für den Finanzplatz Schweiz - ein Überblick (Die Volkswirtschaft, November 2006)
Hafner: Transparenz als Basis optimaler Finanzmarktregulierung (Die Volkswirtschaft 3-2005)
A Swiss-qualified lawyer, Annette Hafner started her career in an internationally renowned Geneva-ba...
Job Titles:
- Director - Head of Clients Delivery & Partnerships / Master of Science in Communication Systems With a Specialisation in Information Security from EPFL. . Know
Master of Science in Communication Systems with a specialisation in Information Security from EPFL. Several years of experience as Project and IT manager at the Junior Entreprise EPFL - an IT consulting firm for SMEs. Alongside his studies, Nabil started his career in private banking with a focus on network security, including development of applications for asset managers. In 2016, he joined Indigita as Associate Consultant and evolved to a double role of Senior Consultant and Partnerships Manager.
Currentl y at Indigita, Nabil is Director - Head of Clients Delivery & Partnerships.
For more than seven years Rolf Haudenschild has acted as a Compliance Consultant to financial institutions in Singapore. Originally from Switzerland, he gained some experience in corporate governance at the headquarters of UBS before joining the Swiss financial regulator (the Swiss Federal Banking Commission, now FINMA), followed by a short stint in compliance at Bank of Singapore. Having originally trained and qualified as a lawyer in Switzerland, Rolf also has an LLM in International Financial Law from King's College London. He is a member of the RegTech Sub-Committee of the Singapore FinTech Association and frequently makes presentations on training courses and speaks on the subject of compliance at public conferences. In addition to articles on social media, Rolf is an author of the following publications: Haudenschild: Das Depotstimmrecht (‘The proxy voting') (www.swisslex.ch, 2003) Haudenschild: Revision der internationalen Amtshilfebestimmungen im Börsenbereich (‘Amendment of the rules on international administrative assistance in securities law') (Die Volkswirtschaft, co-author, 2006)
Job Titles:
- Document Production Specialist
Arianna obtained her bachelor's degree on Multilingual Communication at the University of Geneva in July 2022. She gained experience, during her studies, as an intern at the Spanish Ministry of Foreign Affairs, European Union and Cooperation and at the General Consulate of Peru in Geneva. Arianna joins Indigita on March 2022 as a document production trainee and she will continue working at the production team as a document production specialist while continuing her master on legal translation.
Arianna obtained her bachelor's degree on Multilingual Communication at the University of Geneva i...
Holder of a law degree from the University of Liège in Belgium and a Bachelor of Laws (LLB) from Cambridge University, Alain has acquired a vast knowledge of international banking, with more than 35 years' experience in Luxembourg, Switzerland and Belgium. During this time he mainly headed Legal and Compliance functions, but he was also a member of the Executive Management Boards and Secretary General of several banks. Having spent almost 20 years with a leading Swiss banking group and five years as General Counsel with the Luxembourg Bankers' Association (ABBL), he has solid working experience of cross-border matters since the years 2000. Alain has provided numerous internal education sessions, and has often facilitated external seminars and given speeches on compliance-related matters. Alain is also one of the founding members of the Association of Luxembourg Compliance Officers (ALCO), and for ten years he has led the ABBL Professional Obligations Committee, which produced and updated the bankers' vade mecum for AML/CFT in Luxembourg. As a Non-Executive Director, he is an independent member of the Boards of a number of start-up companies in the financial industry.
Holder of a licence to practise law and a Master's degree in Law from the University of Zurich, Martin Horni started his career in private and business law at an interdisciplinary law firm in Wil, in the Canton of St. Gallen. He then joined the Legal and Compliance department of a leading Swiss retail banking group, where he dealt with legal issues relating to tax compliance. His responsibilities included the group-wide implementation of processes in relation to the fulfilment of the requirements in connection with the Automatic Exchange of Information (AEOI) and the United States Foreign Account Tax Compliance Act (FATCA). At BRP, Martin Horni acts as a Legal Advisor on regulatory aspects of financial product distribution and asset management as well as creating and updating the Country Manuals. He is also the author of the following publications: King, Horni, Grebe: §35 Sorgfaltspflichten in: Zweifel, Beusch, Oesterhelt (Hrsg.), Kommentar zum Schweizerischen Steuerrecht, Amtshilfe, Basel 2020 Horni: Tax Update: Aktuelle Entwicklungen beim AIA (Online publication, Kalaidos Blog, https://www.kalaidos-fh.ch/de-CH/Blogs/Posts/2019/01/sr-1151-Tax-Update-Automatischer-Informationsaustausch-AIA-aktuelle-Entwicklungen, 14 January 2019) Horni, Winiger: Interview: Automatischer Informationsaustausch (online publication, Kalaidos Blog, https://www.kalaidos-fh.ch/de-CH/Blogs/Posts/2019/01/sr-1152-Interview-Automatischer-Informationsaustausch-Winiger-Horni, 21 January 2019)
Andreas holds a Bachelor's Degree in Law from the University of St. Gallen (HSG) and a Master's Degree in Law (Business Law) from the University of Zurich (UZH).
He gained profound knowledge and professional experience in corporate and business law as well as in (cross-border) financial services by working in the legal and compliance department of a major asset manager (legal internship), an independent fund service provider (Legal Counsel/Head Legal) or an international bank (Legal and Compliance Professional).
At BRP, Andreas Keiser is a member of the "Products & Asset Management" team in Zurich where he acts as a Legal Advisor on regulatory aspects of financial product distribution and asset management as well as creating and updating the Country Manuals.
Andreas holds a Bachelor's Degree in Law from the University of St. Gallen (HSG) and a Master'...
Stéphane holds a Master's degree in law at the University of Fribourg, focusing on public law, mainly banking and tax law.
Before starting his university career, he completed his training as a militia officer in the Swiss Army and then perfected his English for more than two months in England. During his studies at the University, he completed various legal internships during the summer breaks, in particular with law firms, notaries' offices and with the Public Prosecutor's Office. In addition, he worked in a few associations related to his hobbies.
Stéphane notably gained experience in the cross-border field during a one-year traineeship with BRP Tax, in parallel with his studies before joining BRP. After having been active in the Private Banking team, he joined the Products team at the beginning of the year.
Stéphane holds a Master's degree in law at the University of Fribourg, focusing on public law, main...
Marie-Cannelle holds a Master of Law from the University of Geneva, completed by an exchange semester at the University of Zurich. In parallel to her legal studies, she worked for a few years in the Compliance department of one of the major Swiss private banks.
Before joining BRP Marie-Cannelle gained further professional experience as a Junior Compliance Officer for a leading Swiss online bank
Job Titles:
- Sales Relationship Manager
Geoffroy holds a Master's degree in Finance. He began his career in Ireland working for financials international group. Over the last decade, he moves to Switzerland working for Multi Family Offices, where Geoffroy's client and solutions-oriented approach met with much success. He joins BRP Group where he is developing Sale of cross-border and digital solution for external asset managers.
Geoffroy holds a Master's degree in Finance. He began his career in Ireland working for financials i...
Job Titles:
- Director - Head of Developement
Master of Science in engineering with specialisation in computer science and networks from the IMT Atlantique. 20 years of international experience in software development in various industries, such as research, logistics, administration, tax, insurance, e-commerce and risk management in Switzerland, France, Australia and Austria.
Job Titles:
- Head of Marketing and Communications
With over 10 years of international experience in Marketing Communications within the Financial Services and IT industries across Switzerland, France, and Russia, Elena recently obtained a Data Protection Officer Certificate from the University of St. Gallen (HSG). She holds a Master's degree in Public Relations & Advertising from the Saint Petersburg Electrotechnical University, followed by a Master's degree in International Luxury & Brand Management from the ESC Rennes School of Business.
Luisa Dutto worked at the Singapore office of BRP before joining the Zurich office. She is currently responsible for creating and updating Country Manuals for Asia, the Caribbean and Latin America, and advises and provides training on cross-border matters for clients in the jurisdictions covered.
Job Titles:
- Project Coordinator
- BRP SA As Manager of Administration
A biologist by training, Ester Luzio is a holder of a DAS in Sustainable Management and a federal certification as Specialist in SME Management.
Ester joined BRP SA as Manager of Administration and the Secretariat function and she's Project Coordinator since September 2021.
She is also one of the authors of the following publications:
Melanin-based colour polymorphism signals aggressive personality in nest and territory defence in the tawny owl (Strix aluco) (Behavioural Ecology and Sociobiology 67, pages 1041-1052, 2013, online publication)
A biologist by training, Ester Luzio is a holder of a DAS in Sustainable Management and a federal ce...
Job Titles:
- Founding Partner - Deputy CEO
- Member of the Boards and Audit Committees
Holder of a licence to practise law, Sophie Maillard obtained her Master of Law from the University of Fribourg, and started her career in the Compliance department of a large Swiss bank before joining the Swiss supervisory authority (the Federal Banking Commission, now FINMA). She specialises in the authorisation requirements for banks and securities dealers, and the relevant Swiss regulations.
Sophie is a member of the Boards and Audit Committees of various financial intermediaries in Geneva.
Holder of a licence to practise law, Sophie Maillard obtained her Master of Law from the University ...
Bachelor in Computational Science, with master's degree in Geometric And Visual Computing, at the Universitá della Svizzera Italiana. 5 years of experience in software development in the banking sector, first Portfolio management, then Cross Border regulations with BRP Bizzozzero & Partners SA. Bachelor's degree in Computational Science and Master's degree in Geometric and Visual Computing from the Universitá della Svizzera Italiana. More than 5 years of experience in software development in the banking industry and as Full Stack Developer for a Portfolio Management application. Former professional background at BRP Bizzozero & Partners SA, with a successive shift to Indigita in 2016 as Developer.
Job Titles:
- Director - Senior Tax Lawyer
Alexandra Marquez Palgi is a Spanish-qualified lawyer and holds a Diploma in Business Administration from the ICADE Business School (integral part of the Faculty of Economics and Business Administration at Comillas Pontificial University Madrid, Spain).
Alexandra is a step member. She has over 18 years' experience working in the Wealth, Tax and Legal departments of several prestigious banks in Switzerland and in the USA, focusing on Spain and many LATAM countries. She is a specialist in the field of taxation of financial products.
Bachelor's degree from the HEG (Haute Ecole de Gestion) in Geneva and several years of professional experience as part of Human Resources at Orbium, a leading company in the world of finance and a parent company of Indigita. In 2016, Katia was proposed to join Indigita as Document Management Support and in November 2021, was promoted to Head of Production.
After studying chemistry at university, Richard McGrand became involved in financial services regulation. He worked as a Securities Regulator at the International Stock Exchange in London and at the Securities and Futures Authority for six years. Richard then moved into the industry and worked as a Compliance and AML Specialist for 17 years at a range of financial services institutions, including international banks and asset managers. He was the Compliance Lead for the UK operations of four different banks. Richard also had a three-year stint as a Regulatory Advisor specialising in conduct issues at PricewaterhouseCoopers. He has various industry qualifications including the Securities Industry Examination Diploma and the Registered Representative exam. He has had an interest in cross-border activity since the late 1990s and was involved as an author of: Bizzozero, McGrand, Bartels: After Brexit - Cross-border financial services from the UK into the EU (Zurich, Basel, Geneva, 2017)
Holder of a licence to practise law, Yvar Mentha worked for a large private bank for over 20 years, first in the Legal department and then for 15 years in various executive asset management functions. Yvar was a member of the Board of the Swiss Funds Association (SFA) for 10 years and had a key role in representing Swiss private bankers on the revision of the Swiss Bankers Association's Portfolio Management Guidelines.
At BRP, Yvar is principally in charge of providing advice in the field of collective and private asset management.
Holder of a licence to practise law, Yvar Mentha worked for a large private bank for over 20 years, ...
Job Titles:
- Sales Support & Office Administration
Vanessa is a Tourism and Marketing graduate with international experience in Spain, France, and Switzerland. Vanessa has worked for several global firms in the fields of Administration, Travel and Digital Marketing, and in 2022 started at Indigita supporting Indigita's Marketing & Communications department. Since 2024 she is part of Indigita's Sales team to reinforce and strengthen Indigita's presence in the financial market.
Vanessa is a Tourism and Marketing graduate with international experience in Spain, France, and Swit...
Job Titles:
- Director - Data Protection
Caroline is an expert in data protection and intellectual property law. She has been providing tailored legal consultancy services in the privacy fields, such as GDPR and Swiss regulations. She set up the privacy and digital law practice of a boutique firm highly specialized in data, e-commerce and counterfeiting, where she also held an executive role. Caroline worked previously for a Swiss-based multinational company and for the Swiss government. She holds a master degree in laws and a LL.M. in commercial arbitration. In the field of data protection, she is CIPP/E certified (Certified Information Privacy Professional/Europe) and is a member of IAPP
Caroline is regularly speaking at key events, as well as an invited lecturer in universities
Caroline is leading BRP's expertise in data protection and privacy
Caroline is an expert in data protection and intellectual property law. She has been providing tailo...
Job Titles:
- Partner - CEO of BRP Tax SA
Romain Potet is a Swiss certified Tax expert. He holds a Master's degree in Engineering with a postgraduate MBA.
Over the last decade, he held multiple positions in the banking industry, where Romain's client-oriented approach met with much success. He developed hard tax-based skills in a changing cross-border environment by implementing practical solutions to major tax-related issues that arose within the private banking sector. If international tax suitability and new tax transparency regulations are the key challenges of his activities, the digital transformation of the tax function has created a new playing field.
Ph.D. in Physics with 10 years of successful accomplishment in both academic research and digital consulting services. Alberto developed his career in top European research centers before focusing on innovative projects that leverage Artificial Intelligence to enhance business processes. Alberto has strong analytical skills and extensive experience handling, analyzing, and interpreting large datasets as well as leveraging a problem-solving mindset to develop innovative solutions.
Gautier obtained a Bachelor's and a Master's degree in law at the University of Fribourg, focusing on contract and banking law. He also acted as a tutor in commercial law for Prof. Stoffel.
In parallel to his studies, he worked at a well-known notary office for five years, drafting contracts and legal acts.
Gautier joined BRP in September 2021 as a member of the Private Banking and Credits team in Geneva. He is now working part-time and pursuing a doctoral thesis on suitability in Swiss and EU Law with Prof. Zufferey at the University of Fribourg.
Gautier obtained a Bachelor's and a Master's degree in law at the University of Fribourg, focusing...
Diploma in international trade with more than 10 years of experience in the organization of leisures and business travels, completed by experience in multimodal transport international trade import / export.
Job Titles:
- Certified Tax Expert
- Swiss Certified Tax Expert
Romain Potet is a Swiss certified Tax expert. He holds a Master's degree in Engineering with a postg...
On obtaining a degree in Economics, Incoronato Sammarone specialised in econometric and quantitative models for finance. He started his banking career as a Trader in Fixed Income & Derivatives. He then went on to work in Asset Management as a quantitative portfolio manager and as an equity funds manager, before gaining a Master in Risk Management. For the last 15 years he has worked on Risk and Compliance in banking institutions as Head of Risk and Chief Compliance Officer. At BRP, Incoronato is acting as creating and maintaining Product Country Manuals.
Sascha Benzoni holds a Master's degree in Law from the University of Lausanne, specializing in b...
After obtaining a degree in Economics and German literature, Daniel Scheinmann began his career in bank auditing and risk management. He has over 20 years' experience in the field of compliance, having worked with two large banking institutions and as Chief Compliance Officer of a foreign bank subsidiary.
At BRP, Daniel's main task is the creation and updating of Private Banking Country Manuals.
After obtaining a degree in Economics and German literature, Daniel Scheinmann began his career in b...
Confirmed experience in national and multinational companies, in various activity fields, of which 12 years in the financial sector as Real Estate Specialist and Head of Transactions and Administration at two Fund Management Companies. Holder of a Translator's Diploma (German, French, Italian) from the University of Saarland, Saarbrücken (D). Joined BRP (50%) and Indigita (50%) in March 2021.
After reading law at the University of Sheffield, Karina Singh completed her academic qualification with a programme of advanced legal studies over two years in a large insurance company. She then continued her studies at London Law School, where she specialised as a commercial lawyer.
At BRP, Karina mainly focuses on creating and updating Private Banking Country Manuals.
After reading law at the University of Sheffield, Karina Singh completed her academic qualification ...
Job Titles:
- Junior Production Officer
With a Bachelor's degree in Management from the University of Geneva, Ines is currently pursuing a Master's degree of Science of Management with a specialization in Strategy, Organisation and Leadership from HEC Lausanne. She previously gained valuable experience through an internship as a community manager. She joined Indigita in January 2024 as a junior production officer.
With a Bachelor's degree in Management from the University of Geneva, Ines is currently pursuing a...
Job Titles:
- Head of Strategy & Business Development
Laura is a dynamic professional with a Master's degree in Sciences in Management from HEC Lausanne. She started her journey at Indigita SA in 2021 as a Junior Consultant and then as a Consultant, where she assumed the role of SCRUM Master within the Software Development team, integrating project management expertise with agile methodologies. She also played a pivotal role in steering the company towards ISO 27001 certification, demonstrating her dedication to enhancing organizational efficiency and information security.
Currently, Laura serves as the Head of Strategy and Business Development, implementing initiatives aimed at propelling Indigita SA towards its long-term objectives, sustained growth, and success.
Laura is a dynamic professional with a Master's degree in Sciences in Management from HEC Lausanne...
Anastasia brings over 10 years of experience in the Digital Learning Industry in Germany and Switzerland. She has a degree in Business Education from the Ludwig Maximilian University in Munich where she also started her career as a Business Consultant in Learning and Development. Later she held various positions as Project Manager, Business Developer or Trainer for different international companies. She has expertise in e-Learning Didactic, Game-based-learning and Blended-learning as well as Face-to-Face-training. Her enthusiasm about adult education brought her in May 2022 to Indigita, where she wants to take digital learning to the next level.
Anastasia brings over 10 years of experience in the Digital Learning Industry in Germany and Switzer...
Holder of a Master's degree in Political Economy from King's College London and a Master degree in Risk Management and Financial Regulation from Sciences Po Paris, he gained a first experience in the Risk Management Department of a Swiss bank. He then went on to work in the Private Banking Department as a Relationship Manager where he developed a strong interest in sustainable finance. In parallel, he was a lecturer in Economics and Finance at a French University.
At BRP, Jean-François is active with the Team Products and mainly focusing on Sustainable topics.