How Deep Thinking And Innovation Works For Geneva Management Group

Dave Elzas Founder and CEO Geneva Management Group

Dave Elzas, our founder and CEO, vigorously favors innovation and embodies our entrepreneurial spirit since the firm’s inception in 2000. Our corporate culture is one of “deep thinking” about the future and providing our sophisticated clients with innovative solutions that withstand the test of time.

Additionally, GMG’s thorough and institutional approach to private wealth management has led us to be early adopters of the heavy burdens, and benefits, of being a FINMA licensed manager of collective assets since 2019. This has strengthened our position as a trusted and reliable financial services provider internationally.

What have been the main obstacles you had to overcome and how did you do so to reach this level?

Obtaining our FINMA license in 2019 required operational changes to institutionalise our business. This resulted in a magnitude of mental and operational adjustments which, while stimulating to us as a company, were financially imposing and required us to maintain our previous rapid pace of growth. This effort was dramatically disrupted by the pandemic.

What position would you like your firm to hold in its sector in five years’ time?

Our ambition is to remain relevant, both to our clients and counterparts, and to play a leading role in the rapid consolidation of our industry through acquisitions. We intend to continue to add tangible value to our clients, and remain a preferred place of growth for our employees, partners and future new joiners.

What do you most like about the wealth management industry, and what do you like the least and would most like to change?

Entrepreneurs and SMEs are the real engine for growth throughout societies. As an independent wealth manager, we interact with and support hard working people and enterprises in so many industries as they monetise their commercial successes.

Understanding their varied circumstances and needs forces us to remain astute and curious regarding their challenges in order to provide them with intelligent financial solution and investment opportunities which suit them.

We, the Geneva Management Group, are optimistic about our role in the financial services industry and in promoting positive change and making meaningful contributions to those who entrust us with their wealth planning needs and investment requirements. The new regulatory environment which affects our industry positively has set the bar higher as it forces its participants to perform in a more transparent and efficient way for its clients.

Can you sum up the philosophy that sums up your firm/ you the best?

The Geneva Management Group’s philosophy revolves around people and continuous growth. More than ever, we are interested to attract new collaborators and teams who share our enthusiasm for work and result oriented solutions, who come to us with skills, ideas and passion for success.

Rewarding innovation

lemania’s 100% digital pension platform is the first in Switzerland to include a dedicated pension fund. Launched four years ago in a rapidly changing wealth management market, this remarkable innovation has now been recognized with a Wealth Briefing Award, which highlights our know-how, leadership and commitment to creating the solutions of tomorrow.

Institutional partners www.hublemania.ch T