Experienced Professionals Committed to Client Satisfaction
Iñaki Bilbao Casado
Iñaki is in charge of business development for the Iberian market.
Iñaki has 20 years experience in the financial industry. He has started his career with JPMorgan Investment Bank to later join the Private Bank. Following this, he successfully headed the Iberian international business development at Deutsche Bank Asset & Wealth Management in Geneva. Iñaki developed his career between Paris, London, Brussels, New York and Geneva. Iñaki holds a D.E.S.S in Finance from the University of Paris Dauphine where he graduated in 1999, and a Master degree in Economics from the University Autónoma de Madrid.
Responsible for the research, analysis and selection of external funds
Diego began his career as a Network Engineer at Orange Communications before joining Segetia in 2007. At Segetia, he serves clients with advisory and management mandates across various asset classes, focusing on alternative strategies. As a Financial Analyst, Diego contributes to research and analysis of the firm’s own funds. He holds a degree in communication systems from EPFL and is a CFA® charterholder.
In charge of Information Technology at Segetia.
Nicolas is an experienced IT specialist with a 20-year career. He joined Segetia in 2006 as an IT manager. His professional journey began at Club-Internet, a pioneering French internet provider. He later worked as an IT engineer at Cable & Wireless, where he gained expertise in systems, networks, IT security, and project management. Nicolas holds a Master’s degree in life science from Pierre et Marie Curie University of Paris (VI).
Responsible for the analysis of internal and external investment.
Cynthia embarked on her career as a Performance and Reporting Analyst at Mirabaud Asset Management, where she not only managed ESG reporting but also gained valuable experience in the field. Joining Segetia in December 2021 as a Financial Analyst, Cynthia assumes the responsibility of overseeing the firm’s own funds and conducting research for potential investments, with a particular focus on Equities, Private Equity, and ESG. With a Master’s degree in Finance from HEC Lausanne and being a CFA® charterholder, Cynthia’s strong attention to detail enables her to deliver thorough analysis and innovative proposals, enhancing Segetia’s investment portfolios.
Christine Le Hunsec
In charge of accounting, administration and human resources.
Christine Lehunsec brings with her extensive experience in accounting and human resources, gained from working with a major Swiss bank and a family office. Her expertise and proficiency in administering Segetia’s affairs provide the team with the freedom to focus on their respective tasks and responsibilities, ensuring efficiency and effectiveness in the company’s operations.
In charge of accounting, administration and manages human resources
Christel Pache spent two years in the human resources department of a major perfume group in Geneva, and has ten years’ experience as an accountant and executive assistant in a family office.
Manages strategic relationships, oversees the firm’s operations and supervises asset allocation.
Jérôme is the founder and Group Managing Director of Segetia Wealth Management, having established the company in 2000. With prior experience as Chief Investment Officer at Abacus, Conseil et Expertise Comptable SA, as well as roles as a Financial Analyst at Ares Serono and a Risk Controller at Lombard Odier & Cie, Jérôme brings a wealth of expertise to his leadership position. His dedication to adaptability and competitiveness has been instrumental in Segetia’s longevity and success over the past nearly 30 years.
Oversees Risk, Operations Control and Compliance.
Charles is the Head of Risk, Operations Control, and Compliance at Segetia Wealth Management since 2020, with prior experience in various financial companies in London and Geneva. His role involves overseeing these critical areas and actively contributing to internal project implementation. With a background as a Business Economist and holding a Bachelor’s degree in Business Administration and an Executive MBA from the Geneva School of Business Administration (HEG), University of Applied Sciences, Charles combines his knowledge with agility and pragmatism to navigate the evolving regulatory landscape effectively, ensuring Segetia’s compliance and success.
Reponsible for operations analyses and follow-up
Work With Us: Where Your Talent Meets Opportunity
Segetia is always looking for exceptional people to strenghten its team. If you believe you can make a difference, please contact-us.
- Development and management of a portfolio of UHNWI clients.
- Active research and approach to UHNWI private clients.
- Organization and management of client meetings and visits.
- Providing comprehensive responses to client inquiries.
- Preparation of investment proposals tailored to each client’s profile.
- Suggesting both traditional and alternative investments.
- Establishing and maintaining relationships with our custodian banking partners.
- Creating reports for clients and management.
- Close collaboration with other internal departments.
- Involvement in the daily activities of the office.