Elio Barzilay

General Manager / Senior Investment Advisor at Hyposwiss Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Geneva, Geneva, Switzerland, CH
Languages
  • Français Native or bilingual proficiency
  • Anglais Full professional proficiency
  • Espagnol Limited working proficiency
  • Portugais Limited working proficiency
  • German Limited working proficiency
Skills

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Credentials

  • Certificate in ESG Investing
    CFA UK
    Jul, 2021
    - Nov, 2024
  • Introduction to Sustainable Investments
    Candriam
    Jun, 2020
    - Nov, 2024
  • Chief Compliance Officers Qualifying Examination
    Canadian Securities Institute (CSI)
    Mar, 2018
    - Nov, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Jan, 2012
    - Nov, 2024
  • Chartered Alternative Investment Analyst (CAIA)
    CAIA Association
    Jan, 2008
    - Nov, 2024
  • Certified Wealth Management Advisor - CWMA
    SAQ Swiss Association for Quality
    Nov, 2019
    - Nov, 2024

Experience

  • Hyposwiss Advisors
    • Switzerland
    • Investment Management
    • 1 - 100 Employee
    • General Manager / Senior Investment Advisor
      • Mar 2011 - Present

      Wealth Management and Investment Advice for Private Clients and Families. Personalized Services tailored to the needs of American and Canadian investors. Wealth Management and Investment Advice for Private Clients and Families. Personalized Services tailored to the needs of American and Canadian investors.

  • ARIF Association Romande des Intermédiaires Financiers
    • Switzerland
    • Legal Services
    • 1 - 100 Employee
    • Member of the Board
      • May 2022 - Present

    • Chargé d'enquête
      • Jul 2021 - Present

      ARIF is a private non-profit association of public utility, whose purpose is to assist in the prevention of and the fight against money laundering in relation with the Swiss Federal Act on Combating Money Laundering and Terrorist Financing in the Financial Sector (MLA).ARIF is a self-regulatory organism (SRO) recognised by the Swiss Federal State according to Article 24 of the MLA.As unique multidisciplinary SRO based in the French speaking part of Switzerland, ARIF is independent from any professional association or political body.ARIF currently has more than 490 members and is open to any non-banking financial intermediary acting in Switzerland. Show less

  • OSIF Organisme de Surveillance des Instituts Financiers
    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Member of the Surveillance Division
      • Jan 2022 - Present

      OSIF, the Supervisory Body for Financial Institutes, carries out specific prudential supervision of asset managers and trustees, under the supervision of the FINMA. OSIF, the Supervisory Body for Financial Institutes, carries out specific prudential supervision of asset managers and trustees, under the supervision of the FINMA.

  • Pictet Group
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Junior Quantitative Fund Analyst
      • Feb 2008 - Feb 2011

      Risk Management analysis for Funds of Hedge Funds. Risk measures and Quantitative analysis for individual Hedge Funds. Risk Management analysis for Funds of Hedge Funds. Risk measures and Quantitative analysis for individual Hedge Funds.

Education

  • HEC Lausanne - School of Business
    Master of Science in Finance, Financial Engineering
    2006 - 2008
  • HEC Lausanne - School of Business
    Bachelor of Science (B.Sc.), Management
    2003 - 2006
  • Collège Emilie-Gourd
    Maturité, major in Economics and Law
    1999 - 2003

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