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MSM Investment Advisors SA

Family office

Geneva · 16 people tracked

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Investment thesis

MSM operates as a multi-family office serving ultra-high-net-worth global families and their charitable foundations across multiple jurisdictions. It emphasizes long-term partnership, transparency, and alignment with family goals, with compensation based solely on the value delivered. Services span wealth management, cross-border business advisory and structuring, family office administration, and consolidated reporting. Its portfolio management approach combines asset allocation with high-conviction investment themes tailored to each family's objectives, risk appetite, and tax circumstances. The firm maintains teams in Geneva and Dubai and a global network of strategic partners, drawing on senior leadership with decades of experience from leading global financial institutions.

Source: firm website, verified Nov 1, 2026.

HQ
Geneva, CH
Instruments
Equity
Founded
2010

Team · 16 people

from the firm's website
Milan S. Morjaria· Founderin

Founder of MSM with over 38 years in global financial markets; founded MSM Multi Family Office in Geneva in 2010 and expanded to Dubai in 2020. Spent 22 years at Citigroup, finishing as a Managing Director in Geneva serving ultra-high-net-worth clients and family offices.

Ana Maria Rodriguez· Senior Relationship Manager

Private banking and wealth management specialist with over 20 years of experience focused on Spain and Portugal. Previously Senior Relationship Manager for the Iberian market at LGT Bank and spent nearly 14 years at Credit Suisse.

Colin Woolcock· Non-Executive Directorin

Has over 40 years of financial markets experience in senior roles at Citibank and Deutsche Bank across several continents, and founded Geneva Homes, a high-value real estate company, in 2011. Currently advises family offices.

Florian Kempf· Junior Investment Analyst

Responsible for investment analysis and portfolio review, contributing to research and client reporting. Previously worked at Starvest Capital and interned at family office Lemantrust; holds a Master's in Finance from HEC Lausanne.

J. Rodney Allen· Non-Executive Director

Has over 40 years advising international families on cross-border business, estate, tax, and philanthropic matters. Previously worked at Arthur Andersen, Citibank, Credit Suisse, and Barclays, and sits on MSM's board and that of its subsidiary.

John Bottomley· Non-Executive Director

Senior real estate executive with over 40 years of global real estate experience as an investor and lender at firms including Berkshire Residential Investments, Rockefeller Group and Citigroup Property Investors. Advises investment managers and family offices on real estate strategy.

Karin Hartman· Administrative Assistant

Administrative Assistant who joined MSM in 2020 with over 30 years of executive and administrative experience at multinational companies, most recently at ADM International's European headquarters in Rolle.

Karin Hartmann Tan· Administrative Assistant

Joined MSM as an Administrative Assistant in 2020 with over 30 years of experience as an executive and administrative assistant at multinational companies, previously supporting the CFO and Tax Director at ADM International's European headquarters.

Kenni Redjah· Relationship Officerin

Joined MSM in 2023 with over 12 years of financial markets experience, responsible for Client Relationship Support working with the Geneva and Dubai banker teams. Began his career at J.P. Morgan Private Bank and later worked at Deutsche Bank Wealth Management.

Markus Bettels· Risk & AML Officerin

Risk & AML Officer at MSM overseeing regulatory compliance, risk management and client relationship integrity, and leading the Relationship Support Team and IT infrastructure. Previously spent seven years at Citibank Switzerland.

Michelle Di Franco· Relationship Officer

Has over 23 years of financial markets experience and manages complex family office clients alongside the Geneva and Dubai teams. Previously worked at JP Morgan's investment management division and Citibank Switzerland.

Milica Tisma· Office Manager

Has over 12 years of administration experience in international companies, handling office operations, HR, executive support, and payroll. Previously served as Director, Office Manager & HR at Energin Trading SA.

Milica Tsima· Office Manager

Office Manager with over 12 years of administrative experience in international companies, responsible for office operations, HR, executive support and payroll. Previously Director, Office Manager & HR at Energin Trading SA.

Muwaffak Bibi· Non-Executive Director

Brings over 45 years of international financial markets and banking experience, including 35 years at Citibank where he became CEO and Chairman of Wealth Management for the Middle East in Geneva. Later held senior leadership roles at First Abu Dhabi Bank and Credit Suisse.

Rodney Allen· Board Member

Advisor with more than 40 years advising international families on cross-border business, estate, tax and philanthropic matters, and a board member of MSM and its subsidiary. Previously held senior roles at Arthur Andersen, Citibank, Credit Suisse and Barclays.

Toni Apostoloski· Portfolio Managerin

Joined MSM as an Investment Analyst in 2019 and is now a Portfolio Manager and investment committee member responsible for MSM's thematic funds and products. Has over 12 years of investment experience and previously worked at Banque Heritage.

Frequently asked questions

What sectors does MSM Investment Advisors SA focus on?
MSM Investment Advisors SA focuses on Impact & Social Good, PropTech, Sector Agnostic.
Where is MSM Investment Advisors SA located?
MSM Investment Advisors SA is headquartered in Geneva, CH.

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