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

^
2003

Creation

In 2003, Cronos Finance SA was founded in Lausanne by Marc Berger and Pascal Roux, both of whom were members of the UBS management team.
^
2015

Merger with Synopsis

In 2015, Cronos, active in wealth management for private clients, merged with Synopsis, active in institutional management. Synopsis was created in 2010 by Jacques-André Monnier who passed away in March 2021.
^
2016

Cronos Immo Fund

In 2016, Cronos developed a real estate activity and launched a real estate investment fund under Swiss law investing in residential properties in Switzerland: the Cronos Immo Fund.
^
Today

Cronos currently has around 30 employees. The assets of our clients under management and advisory mandates amount to around CHF 1.5 billion (USD ~ 1.68 billion). 

Company

Presentation Brochure

OUR TEAM

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.

Christophe Zuchuat

DIRECTOR FRONT

Master of Economics from the University of Geneva, Trust Foundation Step Certificate and Certificate “USPI in real estate investments.” Work experience: 8 years in credit: Swiss Bank Company (Lausanne, New York, Zurich) and Credit Suisse. Then 3 years Chief Financial Officer of Provins Valais and Manager of their pension fund. Finally 17 years in management positions (Darier Hentsch – Co., BSI SA, and Eric Sturdza Group SA). At Cronos, he is Head of Clientele Management and also Head of the Cronos Geneva office.

Philippe Bonzon

CIO

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. Since January 2020, Mr. Bonzon has taken over the CIO role of our company. He will lead Cronos Finance's investment committee and centralized management.

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). Head of the Operational Management/R&D Department.

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.

Sergio Diaz

DIRECTOR

Independent advisor since 2004, Mr Diaz has over 15 years of experience in various fields of the number one Swiss Bank, including 10 years of finance.

Claude Giroud

DIRECTOR

Independent advisor since January 2004. 27 years of banking experience in various fields with the number one Swiss bank, including 20 years of activity as a portfolio manager in investment funds. Training completed with an internship in Canada.

Christian Marrel

DEPUTY DIRECTOR RISK COMPLIANCE OFFICER

More than 30 years with a major Swiss banking institution, including 14 years in the Financial Planning – Wealth Management sector. Corporate Economist ES (Graduate School of Economics, Lausanne), Risk and Compliance Officer.

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.

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.

Grégory Musy

DEPUTY DIRECTOR OF REAL ESTATE MANAGEMENT

Holder of federal patents as an expert in real estate estimates and property manager, as well as sanitary installer and sanitary draughtsman CFC. A qualified bank consultant, he worked as a real estate expert and financial advisor to real estate clients at a local bank for 8 years. Active in the construction sector for 7 years and 12 years in the public sector in the city of Lausanne in various departments, including the urban planning department. Lecturer at the USPI.

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.

Laurent Murier

DEPUTY DIRECTOR OF REAL ESTATE MANAGEMENT ADMIN. FUNDS

Fabien Ducret

DEPUTY DIRECTOR RESPONSIBLE FOR ACCOUNTING FUNDS

Fabien Ducret holds a federal degree in finance and control, specializing in the administration of real estate investment funds and joined Cronos Finance SA in August 2020. After starting his career with a local trust company, he spent several years as risk officer and then fund administration manager with a fund manager in the Lausanne region.

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.

Sonia Bonvin Durret

ASSET MANAGERS SUPPORT

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.

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.

Corinne Bettens

ADMIN. / MARKETING

23 years at UBS Lausanne and Geneva, sales agent and personal assistant. She integrated Cronos in 2008 and is working in the administrative and marketing sectors.

Stefano Scuderi

IT/MARKETING

Rim El Bernoussi

FINACIAL ANALYST

After graduating with a Master’s degree in Finance from HEC Lausanne in 2017, Rim worked for a year at a fintech and then joined Cronos Finance in 2018 as an analyst.

Valérie Rodriguez-Coray

ADMIN PROPERTY MANAGEMENT. FUNDS

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.

Donévan Mayor

PROPERTY MANAGEMENT

Marko Milosavljevic

PROPERTY MANAGEMENT ACCOUNTING FUNDS

Bryan Dutoit

PROPERTY MANAGEMENT

Ana Branco

Piero Pinto

DEPUTY DIRECTOR ADVISOR