About
William Jaccard joined Penta Asset Management SA at its founding in 2010 as Managing Director and CIO overseeing investment and portfolio management, became Partner in 2013, and was appointed CEO in January 2024. He previously worked at Union Bancaire Privée (2000-2010), where he headed the Centralized Private Banking Mandates group and served as Deputy Head of the Investment department, and earlier held portfolio management roles at Banque Edouard Constant and Union Bank of Switzerland (UBS). He holds a Master's degree in Social Science and Economics from the University of Geneva and is a Certified European Financial Analyst.
Experience
- Penta Asset Management SACIO & CEO, Partnercurrent2024 — present
- Penta Asset Management SACIO, Partner2010 — 2023Geneva Area, Switzerland
- UBP - Union Bancaire PrivéeHead of Private Banking Mandates - Executive Director2000 — 2010
- Banque Edouard ConstantHead of Portfolio Management for Institutional & Private Clients - Vice President1997 — 2000
- UBSTeam leader - Associate1988 — 1997
Skills & more
Asset Allocation17Asset Management14Portfolio Management10Alternative Investments6Equities7Mutual Funds4Hedge Funds4Fixed Income5Investments5Finance5Economics3Investment Advisory3
+4 more
Private BankingWealth ManagementPension FundsFund ManagerLanguages Anglais · Français
From William's professional profile.
Colleagues at Penta Monaco MFO
Frequently asked questions
- Who is William Jaccard?
- William Jaccard joined Penta Asset Management SA at its founding in 2010 as Managing Director and CIO overseeing investment and portfolio management, became Partner in 2013, and was appointed CEO in January 2024. He previously worked at Union Bancaire Privée (2000-2010), where he headed the Centralized Private Banking Mandates group and served as Deputy Head of the Investment department, and earlier held portfolio management roles at Banque Edouard Constant and Union Bank of Switzerland (UBS). He holds a Master's degree in Social Science and Economics from the University of Geneva and is a Certified European Financial Analyst.
- Where does William Jaccard work?
- William Jaccard is CEO, Partner at Penta Monaco MFO.
- Where did William Jaccard go to school?
- William Jaccard studied at University of Geneva (Master of Science, Social Science and Economics); AZEK - The Swiss Training Centre for Investment Professionals (CFPI / Certified European Financial Analyst (CEFA), Finance).
Same school
Also attended University of Geneva71
Massimo PrelzInvestor at DN CapitalChristoph FreiPartner, Head of Energy at Emerald Technology Ventures AgErich SieberFounding General Partner at PeakBridge VCDavid MarcusInvestor at FELIX CAPITALMichelle PiontekImpact & ESG Associate at AENUPatrik BrudererCFO at CV Labs
+ 65 more
Also attended AZEK - The Swiss Training Centre for Investment Professionals3
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Shared employers
Also worked at UBP - Union Bancaire Privée12
Duncan EasterbrookPartner, Chief Financial Officer at RTP GlobalEric M. AttiasFounder at Forepont Capital PartnersSimon PickardAdvisor at The First ThirtyAdel AzmehPrincipal at Gefinor CapitalKanini MutooniSenior Managing Director and Africa Director at The Draper Richards Kaplan FoundationIsabella SchmidAssociate, Sustainability at Phatisa
+ 6 more
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