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William Jaccard

Investor

CEO, Partner at Penta Monaco MFO

Geneva, Geneva, Switzerland

Find your path to William

170 people in our graph share verified history with William — schools, employers, funds. One of them is your warm intro.

RaoulunlockedWilliam: together at UBS (1997)
×6William: together at UBS
William: together at UBP - Union Bancaire Privée
×4William: together at University of Geneva

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

  1. Penta Asset Management SACIO & CEO, Partnercurrent2024 — present
  2. Penta Asset Management SACIO, Partner2010 — 2023Geneva Area, Switzerland
  3. UBP - Union Bancaire PrivéeHead of Private Banking Mandates - Executive Director2000 — 2010
  4. Banque Edouard ConstantHead of Portfolio Management for Institutional & Private Clients - Vice President1997 — 2000
  5. UBSTeam leader - Associate1988 — 1997

Skills & more

Asset Allocation17Asset Management14Portfolio Management10Alternative Investments6Equities7Mutual Funds4Hedge Funds4Fixed Income5Investments5Finance5Economics3Investment Advisory3
+4 morePrivate BankingWealth ManagementPension FundsFund Manager

Languages Anglais · Français

From William's professional profile.

Colleagues at Penta Monaco MFO

Edvard Svetlik
Founder & Chairman at Svetlik Family Office
Franck Biancheri
Founding Partner, Managing Director at Penta Monaco MFO
Maurice A. Benezra
Founder 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

Shared employers