MSM Investment Advisors SA
Family officeGeneva · 11 people tracked
Investment thesis
MSM operates as a privacy-first multi-family office serving affluent, globally spread families whose wealth spans multiple continents. Its portfolio management combines asset allocation with high-conviction investment themes, aligning strategies with each family's long-term goals, risk appetite, tax situation and personal circumstances. The firm positions itself on the family's side of the table, helping clients gain control over worldwide assets, plan intergenerational wealth transfers and pursue philanthropy. Investment capabilities are focused on areas where MSM believes it can add significant value for families with sophisticated needs, including real estate as a tax-efficient diversifier. The firm emphasizes resilient, long-term structures and generational legacy over short-term returns.
Source: firm website, verified Aug 2, 2026.
Team · 11 people
from the firm's website
Founder of MSM Investment Advisors SA with over 38 years in global financial markets, having built a 22-year career at Citigroup ending as a Managing Director in Geneva serving ultra-high-net-worth clients and family offices. He founded MSM Multi Family Office in Geneva in 2010 and expanded to Dubai in 2020.
Financial markets veteran with over 40 years in senior roles at Citibank across three continents and later Deutsche Bank in Geneva. He founded the real estate firm Geneva Homes in 2011 and advises family offices.
Senior real estate executive with over 40 years of global expertise as an investor and lender, having held roles at Berkshire Residential Investments, Rockefeller Group, Citigroup Property Investors and others. He advises investment managers and family offices on real estate investment and funding.
Administrative Assistant who joined MSM in 2020 with over 30 years of experience as an executive and administrative assistant at multinational companies; she previously supported the CFO and Tax Director at ADM International.
Joined MSM as an Administrative Assistant in 2020 with over 30 years of experience as an executive and administrative assistant, most recently at ADM International's European headquarters in Rolle supporting the CFO and Tax Director.
Joined MSM in 2023 with over 12 years in financial markets, responsible for client relationship support working with the Geneva and Dubai banker teams. He previously worked at J.P. Morgan Private Bank and Deutsche Bank Wealth Management in Geneva, focused on the Middle East market.
Risk, compliance and client-service professional with over 20 years of experience who oversees regulatory compliance, risk management and client-relationship integrity at MSM, and leads its Relationship Support Team and IT infrastructure. He previously spent seven years at Citibank Switzerland.
Relationship Officer with over 23 years of financial markets experience managing complex family office clients alongside the Geneva and Dubai banker teams; previously worked at JP Morgan and Citibank Switzerland.
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.
Advisor with over 40 years' experience serving international families on business, estate, tax and philanthropic matters, sitting on the boards of MSM and its subsidiary. His career spans Arthur Andersen, Citibank (including General Manager of Citibank Switzerland), Credit Suisse and Barclays.
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, with over 12 years of multi-asset investment experience. He 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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