TEAM

Three experienced professionals working together for many years

PHILIPPE SCHINDLER

CEO & membre du CA
pschindler@heravest.com

More than 3 decades of investment experience

Started in 1984 at Arthur Andersen.

Joined Ferrier Lullin in 1987 as Financial Analyst, Portfolio Manager, Head of Asset Management, and CIO.

Joined Lombard Odier as Director of the Strategy Team, then Lloyds Private Bank as CIO, before founding Blue Lakes Advisors.

Graduatedfrom HEC (Lausanne).

JEROME BAILLAUD

PARTNER – CIO
jbaillaud@heravest.com

More than 15 years of experience in bond management and recognized expertise in the allocation of bond assets and currencies in high value-added segments (FX, IG, HY, EM).

Worked for Amundi on High Yield and Emerging Markets and then as a strategist and international bond manager at BNP Paribas and Lombard Odier IM, before joining Blue Lakes Advisors.

Graduated from ESG and holds a DEA in Money-Banking-Finance from Panthéon-Assas.

PHILIPPE REZZONICO

PARTNER – CIO
prezzonico@heravest.com

3 decades of experience as a financial analyst on the Swiss and European markets, fund manager and strategist.

Investment manager at Ferrier Lullin, European manager at IAM, member of the investment committee of Mirabaud, before joining Blue Lakes Advisors.

Awarded by S & P Micropal in 1998 for the FL Trust Switzerland fund.

Holds a degree in Economics and Business Administration from the University of Geneva and the Federal Diploma in Financial Analyst and Portfolio Manager (CFPI).

CASSIE REZZONICO

Assistante
crezzonico@heravest.com

– Office Automation and Editing

– Web marketing and Social Networks Management

– Adobe Illustrator Specialist