Key Highlights

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  • 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 Organisme d’Autorégulation des Gérants de Patrimoine – OAR-G

  • 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 Activities

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

CHF Capital measures 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. CHF Capital serves as a link for clients with 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

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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

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

Consolidated Reporting
Corporate Advisory
Estate Planning
Succession Planning
Trusts and Foundations
Legal and Tax advice

Members of the Board

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Claude-Henri Chavanon

Claude Henri spent 10 years with First Abu Dhabi Bank. He was Managing Director and Head of Global Asset Management for First Abu Dhabi Bank (FAB) in the UAE and prior to that he contributed to build the FAB Private Bank (Suisse) franchise in Geneva as Head of Private Banking and then Head of Investment team. Prior to that, Claude-Henri raised in excess of 100m USD of capital with Index Ventures for their Venture and Private Equity deals. Claude-Henri also worked as a relationship manager for different family offices. Claude Henri holds a Bachelor’s Degree in Economics and Business Management from (HEC)

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Ziad El Rayes

Ziad was with First Abu Dhabi Bank between 2008 and 2018. He was the General Manager of the bank in Lebanon and 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 with AUMs in excess of 1 Billion USD. 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

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Hadi Khairallah, CFA

Hadi was a Director with First Abu Dhabi Bank in Lebanon 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, provided advice for leading regional companies and high net-worth individuals in the Levant and GCC area and 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

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Yves Amacker

Yves Amacker found his own company Conseils.ch Gestion de Patrimoine SA based in Switzerland (Valais) in 1996. The company is specialized in the sector of Fiduciary, Taxes, Real Estate, and Wealth Management. Yves holds a Master in Economic Science at University of Fribourg

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Robert Yeterian

Robert Yeterian 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 managed clients with asset under management reaching several hundred million USD

Advisory Board

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Nabil Khairallah

Mr. Nabil Khairallah held the role of Chief Executive Office of Banque de l’Industrie et du Travail (BIT Bank) from 1985 to 2012, he left the bank in December 2012 to set up a commercial Bank in Mozambique. Mr. Khairallah has served several customers in Switzerland, Luxembourg and other jurisdictions as Chairman or board member including Lebanese Swiss Bank, Société Financière et Immobilière du Port de Beyrouth S.A.L, BIT Bank, Middle East Capital Group (MECG - Investment Bank), Arab Financial Services(Kingdom of Bahrain), Société Hôtelière de Tourisme S.A.L, Société Financière du Liban S.A.L. Nabil holds a BS in Economics, a Master degree and DESS in Banking and Finance from University Saint Joseph

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Dr. Nabil Charaf

Dr. Charaf is a Montreux based attorney at law with a long experience in business, tax, real estate and civil law. Dr. Charaf holds a Masters and PHD in law from Neuchâtel University and is a member of the Swiss bar association. Member of Gesica Association an international network of lawyers based in Paris, and providing global legal services

Get in Touch

Visit Us

20, Rue du Marche - 1204 – Geneva
Switzerland

Av. des Alpes 2
Place Centrale - 1870 - Monthey
Switzerland

Call Us

+41 22 552 5380

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