Wedge Associates SA relies on a team of expert staff who follow the client’s daily work.
Chief Executive Officer
In June 2004, Serge founded Wedge Associates SA, a Multi Family Office whose primary goal is to offer and make available to its clients a complete and sophisticated range of services.
Chief Operating Officer
Caroline is in charge of Wedge’s financial management, the company’s accounting and all compliance and HR related activities.
Duc oversees all accounts and investments. He is specifically in charge of securities analysis and selection, risk control and financial reporting. He also takes part in strategic asset allocation decisions.
David is responsible for business origination and the management of client's investment portfolios, including instrument selection, allocation decisions, risk control and reporting.
Senior relationship manager
Alessandra is a senior relationship manager in charge of matching the needs of sophisticated and demanding wealth management clients with the right platform and solutions as well as Wedge’s in-house investment management capabilities.
Family Office Manager & Management Support
With over fifteen years of experience, Laura is more than qualified to attend the family office needs of our private clients. In addition, she provides Wedge's asset managers with the necessary administrative support.