Wealth Management Company

About Us

Mission

We accompany and advise our clients in all their patrimonial matters and, if necessary, we refer to duly selected external specialists (notaries, lawyers, tax specialists, trustees, etc.).

Value

We operate independently and objectively, with the highest respect for our clients’ interests. Thus, our only remuneration is our management fees. We act according to our convictions in a spirit of openness. It is therefore important for us to develop services adapted and tailored to the expectations of each of our clients.

HISTORICAL

Over the Years

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2003

Creation

Cronos Finance SA was founded in Lausanne by Marc Berger and Pascal Roux from a major Swiss bank.

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2015

Merger with Synopsis

Cronos, active in asset management for private clients, merges with Synopsis, active in institutional asset management. Synopsis was created in 2010 by Jacques-André Monnier who passed away in March 2021.

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2016

Cronos Immo Fund

Cronos Finance SA is developing a real estate business and launching a FINMA-approved real estate investment fund under Swiss law: the Cronos Immo Fund. This fund provides its investors with a sustainable return, mainly in residential properties located in strategic areas in French-speaking Switzerland.

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2019

Cronos Immo Fund

Since May 2019 Cronos Finance has assumed the mission of fund management.

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2022

Cronos Immo Fund

On September 20, 2022 the Cronos Immo Fund was listed on the SIX Swiss Exchange.

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Today

The company currently has 31 employees and the assets of its clients under management and advisory mandate amount to approximately CHF 1.1 billion.

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Company

Presentation Brochure

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Pascal Roux

CEO

Mr. Roux has worked in UBS for 17 years, after which he joined Landolt – Co. for 5 years in Lausanne, mainly in the financial sector ("centralized management" and "private customer advisory"). After graduating from CFPI (Federal Diploma of Financial Analyst and Wealth Manager) in 1994, Mr. Roux joined Mr. Marc Berger in 2000 to found Cronos Finance SA in 2003.

Hervé Mützenberg

DIRECTOR OF REAL ESTATE

Mr Mützenberg holds a master’s degree in Economics from HEC Lausanne. He also is a qualified tax expert, a financial analyst and wealth manager graduate (CIIA), Hervé Mützenberg joined Cronos Finance SA in February 2016 to develop a real estate investment management and advisory business. Previously, he was at the head of a real estate investment fund management company between 2011 and January 2016, after holding various positions in the banking and trustee.

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Serge Pichard

DIRECTOR
MEMBER OF THE EXECUTIVE COMMITTEE
HR/OPERATIONAL

30 years of banking experience with Swiss institutions,
mainly as an asset manager and portfolio manager.
Professional training: Federal diploma as financial analyst and asset manager (CIIA-AZEK), certificate as qualified employee in real estate collective investments (Immocapital-USPI), Swiss Fund & Asset Management Officer FA diploma (International Fund & Asset Management Business School/Fund Academy SA Geneva), HR Manager certificate (HRSE). Head of the Operational Management/R&D Department.

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Claudio Müller

DIRECTOR OF FUND ADMINISTRATION

After more than 17 years of activities related to the financial markets (analysis, trading, consulting, wealth management and brokerage), Mr. Muller has been active since 2006 in the administration of investment funds, he has been in charge of business development, the structuring of new investment vehicles as well as obtaining from the supervisory authorities an authorization for a fund management company. He also served as general manager of an investment fund company for several years.

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Rim El Bernoussi, CFA

CIO

With a Bachelor’s degree in Political Economy and a Master’s degree in Finance from HEC Lausanne, Rim joined Cronos after a first experience in fintech. First as an analyst, then as a Portfolio Manager, she now holds the position of CIO and leads the investment committee and centralized management of Cronos Finance. In parallel, she publishes academic articles with Pr. Rockinger and is currently taking an ESG course. She obtains the CFA certification in 2022.

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Philippe Bonzon

DIRECTOR ADVISOR

HeS Corporate Economist of the High School of Management (HEIG), AZEK graduate, as a financial analyst and portfolio manager (CIIA). Philippe Bonzon joined Cronos Finance SA in September 2019 as an independent asset manager after more than 12 years of wealth management experience with Credit Suisse Group.

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Eric Devillaire

DEPUTY DIRECTOR ADVISOR

After 15 years with UBS in the Wealth Management International Africa/Middle East division, then 5 years as an independent manager with Sequoia Wealth Management, Mr. Devillaire joined Cronos Finance in 2019 and specializes in wealth management for entrepreneurs and private clients internationally.

Nicole Aeschlimann

DEPUTY DIRECTOR ADVISOR

With 30 years of banking experience in Private Banking, including 12 years with the Swiss number one, 11 years with CS Fides and then with the LGT Bank, Ms. Aeschlimann joined Cronos Finance as an investment consultant in March 2015.

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François Baudet

DEPUTY DIRECTOR ADVISOR

An expert in finance and investment (CFPI), Mr. Baudet has more than 30 years of experience in client consulting and wealth management, mainly with the Swiss Banking No. 1. He joined Cronos in March 2017, having been active in Zurich and Lausanne with an English-speaking international banking group.

Piero Pinto

DEPUTY DIRECTOR ADVISOR

Piero started his professional and banking career as a Forex specialist. Converted to wealth management more than 20 years ago, he assumed the role of Senior Private Banker for several renowned institutions, including ABN Amro (Geneva, Zurich & Dubai), UBS and Edmond de Rothschild in Geneva. Piero deals with an international clientele, mainly composed of entrepreneurs and primarily in the Israeli market.
He joined Cronos Finance SA in March 2021.

Claude Gindroz

DEPUTY DIRECTOR OF REAL ESTATE MANAGEMENT ADMIN. FUNDS

Expert in real estate estimates and manager of federally patented properties, responsible for managing a large private real estate stock from 2008 to 2016, finance advisor to real estate professionals with the BCV from 2001 to 2008.

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Laurent Murier

DEPUTY DIRECTOR OF REAL ESTATE MANAGEMENT ADMIN. FUNDS

After many years in the trading and investment business in a bank and with a broker, he subsequently worked as a compliance officer in a fund management company before taking over the real estate department where he was responsible for the administration of 9 real estate funds under Swiss law. He holds a federal diploma as a real estate manager and a federal diploma as a financial analyst and asset manager and will join Cronos Finance SA in 2019.

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Gerardo Pizzillo

PORTFOLIO MANAGEMENT SUPPORT

28 years of banking experience with Switzerland’s number one bank, including 15 years as a customer advisor.

Thierry Charrière

PORTFOLIO MANAGEMENT SUPPORT

Banking apprenticeship with UBS, supplemented by a few years in the securities department. Thierry Charrière joined Mr. Marc Berger in 1999, completing his professional training by obtaining the certificate of financial advisor in 2006. Presently, he participates in the management and administration of the company’s investment funds.

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Patricia Jordan

COMPLIANCE / ASSET MANAGERS SUPPORT

After 24 years of activities in three Lausanne banking institutions, Ms. Jordan joined the Cronos Finance team in April 2010 to strengthen the administrative sector. In 2016, she obtained the USPI certificate as a qualified employee in real estate group investments.

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Sandrine Borer

COMPLIANCE / ASSET MANAGERS SUPPORT

Joined Cronos Finance in 2004 to handle various administrative tasks related to LBA management and compliance. With a banking background completed by obtaining a federal master's degree as a bank employee, Ms. Borer worked for 15 years as an assistant asset manager at two local banking institutions.

Stefano Scuderi

IT/MARKETING

After obtaining his Bachelor’s degree at HEC Lausanne, Stefano Scuderi decided to become an entrepreneur and joined Cronos in the IT and Marketing field.

Valérie Rodriguez-Coray

ADMIN PROPERTY MANAGEMENT FUNDS

A trilingual executive assistant with more than 15 years of experience in the watchmaking and banking industries, Valérie Rodriguez-Coray joined Cronos Finance in 2018 as executive assistant for the real estate part. She also took over responsibility for investor communications and marketing for the Cronos Immo Fund.

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Ségolène Salina

PROPERTY MANAGEMENT
WORK DRIVER

After 10 years of experience with various real estate players in the region, the title of Qualified Technical Manager USPI Training as well as being the previous Director of Works with Lausanne Management, Ségolène joined Cronos Finance to take care of the technical management of the buildings, in particular the renovation work. She then completed her knowledge by obtaining her Immobail Level 2 certificate in June 2020.

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Donévan Mayor

PROPERTY MANAGEMENT / ASSET MANAGER

Mr. Mayor holds a Swiss Federal Certificate of Real Estate Management and has over 10 years of experience in various real estate companies in French-speaking Switzerland, working for private clients and institutional investors. He joined Cronos Finance in October 2020 as Asset Manager.

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Marko Milosavljevic

PROPERTY MANAGEMENT ACCOUNTING FUNDS

Marko Milosavljevic holds a bachelor’s degree in business economics from the Swiss Federal Institute of Technology (HEG). He joined Cronos in December 2020, after spending several years with a local fund management company.

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Bryan Pellissier

PROPERTY MANAGEMENT
WORK DRIVER

Bryan joined Cronos Finance after 2.5 years of experience in a large real estate company in Vaud as a manager. He attended several USPI trainings between 2017 and 2019 (Immostart, Immobase).

Ana Branco

Ana Branco

STEWARDSHIP / RECEPTION

Active in sales for many years with the largest Swiss group in the retail sector, Ms. Branco is now responsible for the management of the Cronos premises, as well as the management of materials. She manages the reception and the reception of the customers.

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Laura Mordasini

COMPLIANCE / ASSET MANAGERS SUPPORT

With a banking background, Laura Mordasini began her career at Banque Cantonale Vaudoise in 2013. She joined the Private Banking Onshore Riviera division, before moving to the Independent Asset Managers department in Lausanne where she assumed her responsibilities as an assistant. After more than 8 years with the number one bank in Vaud, Laura joins Cronos Finance in 2022 to complete the administrative department.

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Virginie Petignat

ADMIN PROPERTY MANAGEMENT FUNDS

Virginie joins Cronos Finance after 6 years of experience with two major real estate players in Lausanne. In 2017, she obtained the certificate of introduction to real estate economics, followed in 2019 by the diploma of Qualified Technical Manager USPI.

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Hasan Yavavli

PROPERTY MANAGEMENT

With a background in banking, Hasan Yavavli started his career as a trainee and then as an assistant in the Key Clients department at BCV. Hasan then specialized in the real estate sector as a financial advisor with the leading financing consultancy. He joined Cronos Finance in June 2022 and is currently finalizing his education to obtain a bachelor’s degree in business economics, finance and real estate option.

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Stéphane Jakir

RISK COMPLIANCE OFFICER

With a background in banking, Stéphane Jakir holds a Bachelor’s degree in Business Economics (HES) as well as a Diploma of Advanced Studies (DAS) in Risk Management.
After starting his career as an auditor with a Big Four company, Stéphane specialised in Compliance with an international banking group and then in Risk Management with a private bank in French-speaking Switzerland.
Stéphane joined Cronos Finance SA in October 2022.

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Sacha Martone

DEPUTY DIRECTOR ADVISOR

Sacha started his professional and banking career as an intership for UBS Switzerland in 2009. After few years working as a Relationship Manager assistant he became a Private Banker. He has now more than 12 years experience in the Wealth Management. Sacha deals with an international clientele, mainly composed of entrepreneurs and primarily the Middle-East region.
He joined Cronos Finance SA in November 2022.

Marc Roux

PROPERTY MANAGEMENT

Felipe Francisco

Filipe Francisco

PROPERTY MANAGEMENT

With a commercial background, Filipe began his professional career with a Geneva real estate agency. After 10 years’ experience, he decided to join Cronos Finance in February 2023. He completed his knowledge by obtaining Immobase, Immocourtage and Immobail certificates.

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Olivier Juillard

PROPERTY MANAGEMENT

Olivier Juillard holds a federal diploma in property management and a higher diploma in real estate administration. He will join Cronos Finance SA in September 2023 as Head of Asset Management. Prior to this, he spent 9 years as Director of Property Management in French-speaking Switzerland for a property services provider, and 7 years as Real Estate Manager and Head of Real Estate Services in French-speaking Switzerland for a Swiss institutional investor.

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Florian Défago

PROPERTY MANAGEMENT

HES civil engineer and Master’s degree in property management (IEI). Professional experience: 7 years as Project Manager Engineer in an engineering firm, followed by 17 years as Head of Construction for French-speaking Switzerland at Poste Immobilier. At Cronos, he is Head of Development and Construction.

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Zade Ferizi

PROPERTY MANAGEMENT