A new implementation for new ambitions

With 25 years of expertise in occupational pensions and wealth management, XO Investments is constantly evolving to offer its customers global solutions and deepen solid relationships based on trust and proximity. It is with great enthusiasm that XO Investments announces the opening of a new branch on the Cours des Bastions in Geneva, symbolizing a key step in the company’s development and ambitions.

XO Investments is delighted to welcome Ms Alessia Schmid as Director of this new entity. With her proven expertise in business law, taxation, finance and entrepreneurship, Alessia, who is also a founding partner and Managing Director of NextView SA, is the ideal person to support XO Investments in this new stage of its development. The creation of the branch also reflects the company’s desire to integrate smaller structures and independent managers into a dynamic business, regulated by FINMA as a collective investment manager (LPPC).

To support this growth, the management team has been enlarged with the addition of Alessia Schmid, as well as Ivan Guidotti, Doctor of Finance and Professor at the University of Neuchâtel. Ivan joined XO Investments in 2011 as Chief Investment Officer. Today, he puts his expertise at the service of pension foundations and families, guiding them in the development of their investment strategies.

Vincent Bord, a member of the Management Board since 2003, has been appointed Deputy Managing Director of the Neuchâtel head office. With over 20 years’ experience in occupational benefits and asset management, he will support the management team in the company’s future development.

This new location in Geneva, together with the strengthening of the management team, reflects XO Investments’ growing ambitions in its two strategic areas: private wealth management for high-end clients, and investment advice for individual and group pension funds.

The XO Investments team is ready to write an exciting new chapter in its history, buoyed by a solid outlook that inspires confidence in a constantly evolving sector.