Mr. Grey previously worked as a senior client advisor at the private banking unit of Lombard Odier in Zurich and Geneva. Prior to that, he worked as a research sell-side analyst at Lombard Odier in Zurich and as an analyst at the institutional asset management unit of UBS in Zurich. Mr. Grey holds a MBA degree from Columbia University (New York) and is a doctor of Economics having achieved a PhD from Oxford University in England. He is also a certified Financial Analyst and Snr. Portfolio Manager (AZEK-CFPI) advising investment banks and financial institutions on their overarching investment strategies.
Mr. Grey is a car and motor racing enthusiast.
Mr. Anderson comes to Pascal Grande with a 10-year career in private banking throughout his career he previously worked at the senior management level for Bear Stearns and Alex Brown, which later became Deutsche Bank/Alex Brown. Mr. Anderson served on the management board of the Banque Pasche Monaco and was in charge of the Ultra High Net-Worth desk.
Mr. Anderson attended the London School of Economics and is a keen hiker.
Mr. Cassidy previously worked as a senior advisor at Lombard Odier in Switzerland. He was a director of the Media and Sports division, providing wealth management services to ultra-high net worth individuals, athletes and entertainers. He advises clients in the fields of sports (tennis, NBA, soccer, golf, Formula 1) and entertainment (actors, film producers, singers). Mr. Cassidy was responsible for portfolio management as well as other services including tax & financial planning.
Mr. Cassidy studied economics and has been active in the wealth management industry for the last 15 years. He is an avid member of the Grand de Luxembourg golf club.
Mr. Lingard previously worked as a senior client advisor at UBS Wealth Management in Switzerland. He focused on Key Clients of the Western Europe division and was also a Director of the UBS Sports and Entertainment Group specializing in providing wealth management services to ultra-high net worth individuals, athletes and entertainers. Mr. Lingard was responsible for portfolio management as well as other services including tax & financial planning, and image right structures.
Mr. Lingard worked previously at the law firm Python Peter in Geneva. Mr. Lingard holds a Law Degree from the University of Lausanne. He is also a keen polo player and a dedictaed family man.
Mr. Weller was previously Chief Investment Officer (CIO) and member of the Executive Committee of Geneva-based Banque Benedict Hentsch. He started his professional career with Union Bancaire Privée (UBP) and then joined Lombard Odier, first as sell-side analyst then as Head of the Swiss Equity Research Team. He was appointed Head of buy-side Equity Research and was a permanent member of the Group Investment Strategy Committee. In his career, Mr Weller also acted as a Partner of an independent asset Management company based in Geneva where he was advising individual investors and mutual funds.
Mr. Weller enjoys snowboarding and is an enthusiastic vintage timepiece collector.
Mr Baxter is responsible for our Family Office Services team. Together with our custodian banks, Mr Baxter and his team are providing services to our larger clients that go beyond asset management, including: consolidation of portfolios, reconciliation of performance calculation, tax reporting, purchase and sale of real estate, relocation, etc. Mr Baxter has been working with the founding partners of Pascal Grande since the inception of the company. He was previously an assistant in the institutional clients’ unit of Lombard Odier in Geneva.
Mr Baxter is an amateur car racing driver and snowboarder.
Mr. Hill started his professional career working for Pascale Grande after gaining experience while living in the US and the UAE. As a Portfolio Manager, Mr. Hill’s responsibilities include monitoring accounts and implementing strategy within the portfolios. He is part of the trading and execution team for Pascale Grande advisory clients. Mr. Hill, with a team of professionals, is also in charge of the marketing and public relations department.
Additionally, he is involved in managing the firm’s websites and social media affairs. Mr. Hill is a passionate skier, golfer and car enthusiast. He is currently completing his Bachelor’s degree in Business Administration in Zurich.