CHF Capital

Compagnie Helvétique Financière

Key Highlights

Company Overview

CHF Capital SA is a wealth and asset manager company offering professional and personalized advice to high-net-worth, families, entrepreneurs, charities, and institutions.
CHF Capital is a member of the SO-FIT (Organisme de Surveillance pour Intermédiaires Financiers & Trustees)

Shareholder Base

Independent – CHF Capital SA is fully owned by the management
CHF Capital is supported by a high profile Advisory Board

Experienced Management Team

A highly qualified management team with strong technical backgrounds in Wealth Management
A team of seasoned professionals with international banking and a strong track record

Core Activites

Investment Advisory

We are focused on providing the appropriate investment solutions and financial services the clients require. Our extensive network gives access to best in class products and investment opportunities from several banks and financial institutions.

Investment Management

Our expertise lies in constructing portfolios tailored to the investor‘s specific requirements and continuously monitoring the risk / reward We work collaboratively to develop investment solutions, delivered through consulting, advice, and bespoke discretionary strategies.

Risk Management

We measure investment risk in terms of the asset and geographical allocation in the portfolio. More volatile assets offer greater opportunities but have a higher risk. Combining asset classes and investments with different volatility characteristics enables a better risk adjusted return in the portfolio

Fees Monitoring

Cost management has a material impact on investment returns. We serve as a link between clients and custodian banks to ensure that the cost of investment products and banking services are controlled and minimized.

Our Approach

CHF Capital provides continuous personalized advisory services to its clients on their overall investment portfolio along with monthly reports on the consolidated portfolio

Scope of Activities

We offer our clients a truly open architecture ensuring the widest reach possible

Banking Support

  • Selection of appropriate banks
  • Account Opening with several banks
  • KYC and AML documentation
  • Compliance support
  • Management of relationship with the banks
  • Negotiation of fees
  • Asset Management
  • Credit and real estate lending

Investment Support

  • Consolidated Reporting
  • In house advisory and discretionary services
  • Selection of external fund and portfolio managers
  • Structuring of products with a wide range of banks
  • Access to Private Equity and VC funds
  • Real Estate investments
  • Direct investments
  • Credit and Lombard Lending

External Services

  • Corporate Advisory
  • Estate Planning
  • Succession Planning
  • Trusts and Foundations
  • Legal and Tax advice

Members of the Board

Ziad El Rayes

Co-founder & Non-Executive Board Member

Ziad was with the NBAD Group between 2008 and 2018. He was the General Manager of the bank in Lebanon. Prior to that, he was the Head of the Levant & North Africa team with the bank in Geneva where he managed accounts of ultra high net worth individuals and institutional clients. Before that, he was a Member of the Management with BNP Paribas in Switzerland in charge of the Saudi and Kuwaiti markets. Ziad started his professional career with Merrill Lynch as a Financial Consultant in 1998. Ziad holds an MBA degree from Imperial College in London.

Hadi Khairallah, CFA

Co-founder & Non-Executive Board Member

Hadi was a Director with First Abu Dhabi Bank between 2016 and 2018. Prior to that, he worked with Credit Suisse during a period of eight years where he managed a diverse portfolio of investment accounts for leading regional companies and high net-worth individuals in the Levant and GCC area. Hadi also helped in many private placement transactions . He started his career with JPMorgan as an analyst for Saudi Arabia and responsible for Business development for the Private Banking in Bahrain. Hadi is a Certified Financial Analyst (CFA) charter holder.

Robert Yeterian

Non-Executive Board Member

Robert is a Senior Banker who made his career with BNP Paribas over a 45-year period.
Robert was with BNP Paribas in Lebanon, France then Geneva where he was responsible of the Middle East desk.
Robert Yeterian managed clients with asset under management reaching several hundred millions USD.

Gabriel Metni

Gabriel Metni

Managing Director & Board Member

Gabriel acquired extensive expertise in the financial services sector, having attained numerous managerial roles. With over two decades of experience in the banking industry, including his most recent position as the Head of Corporate & Institutional Banking with Qatar National Bank (QNB) in Lebanon, he has successfully overseen relationships with high net-worth individuals, large corporate entities, and institutions. Gabriel holds a bachelor’s degree in economics from McGill University (Montreal) and a master’s degree in finance from ESCP (Paris) / ESA (Beirut).

 

Members of the Advisory Board

Walid Khairallah

Walid has over 20 of years of experience in banking and finance. Most recently as the Finance Director with MCM Group where he was mandated in implementing the strategic growth plans for the group. Prior to that, Walid worked at HSBC (UAE) as associate director on the Institutional Sales desk Global Markets Division covering institutional clients transacting in treasury products encompassing fixed income, rates, fx, equities, structured and shariah compliant products. Earlier in his career he worked at Arab Banking Corporation (Bahrain), senior relationship manager focusing on regional financial institutions and corporates providing treasury, investments and trade finance solutions. Walid holds a Masters of Science Degree in Finance from George Washington University (Washington DC).

Habib Azzi

Habib has a career spanning over a decade working for Ahli Investment Group. Habib’s expertise as a trader, private banker and Senior Relationship Manager enabled him to manage, build and diversify high net worth client portfolios and expand the firm’s client base significantly across the Middle East and Africa. Habib holds a BA in economics and has attended postgraduate courses in Financial Markets from Saint Joseph University in Beirut.

Hicham Zaatari

Hicham is a seasoned investment and financial markets professional with twenty-seven years of experience in the financial industry, he held senior positions in Qatar, London and the Levant region.

Hicham started his career at Doha Bank, Qatar as Head of Private Banking and portfolio management. He later joined Refco Overseas Limited in London as Head of private client services for the Middle East region. In 2003, he was appointed senior Banker at Fransa Invest Bank and established the private banking department for the local market. Hicham holds an EMBA from ESCP Europe and a bachelor’s degree in finance from University of Saint Joseph, Lebanon.

Wissam Jamal

Wissam has been working in Finance for over thirty-five years, with major institutions such as Lehman, Oppenheimer in London & New York, Saudi French & Al Jazira Bank in Saudi Arabia & Paribas (Private Banking) in Bahrain. He played the consultant to the Chairman for two Saudi Companies, one of which (Najran Cement) he supported all its Financial needs from the day it was established to conclude it with its successful IPO on the Saudi Stock Exchange. Wissam has a vast experience in investments all through the different Asset Classes, from Secondary Markets to Private Equity & Venture Capital. Wissam holds a bachelor’s degree in economics from the American University in Beirut.

Michael Khoury

Michael has over ten years of experience in Investment Management & Advisory. He started his professional career at Ahli Investment Group SAL (currently merged with Arab Finance Corporation SAL) as a Senior Investment Advisor, where he advised and managed High Net Worth Client Portfolios in Global Capital Markets. He was also a Co-Founder and Director at Zeakapital SA, a Swiss based independent asset manager, and at Zeakapital Global Macro Fund, a Hedge Fund that employ a Global Macro Strategy. Michael graduated from the American University of Beirut with a bachelor’s degree in business administration and a Minor in Psychology. He also holds a Master of Science Degree in Strategic Marketing from Imperial College London, and a Master of Science Degree in Investment Management from CASS Business School London.

Rania Alameddine Bleik

Office Manager

Rania is an experienced lawyer specialized in corporate law with ten years of professional experience in Lebanon. Settled in Geneva since 2012, Rania was appointed as CHF CAPITAL SA Geneva Office Manager. With a background in law and compliance, she brings a wealth of knowledge and experience to her work. Rania is known for her communication, leadership, and organizational skills, which allow her to excel in her roles and make a positive impact. She holds a bachelor’s degree in law from Saint-Joseph University Beirut.

Get in Touch

Contact Form

Visit Us

Quai Gustave – Ador 20
1207 Geneva
Switzerland

Email Us

info@chfcapital.ch

Call Us

+41 22 552 5380