The members of AIWM's Board occupy leading positions and have many years of experience in the financial sector.
Chairman AIWM & Head Investor Relations, ARTICO Partners
Stephan Meier is Head of Investor Relations and Partner at ARTICO partners an Asset management company based in Zurich specialised in quantitative and fundamental stock selection.
Stephan’s main responsibility is the management of ARTICO’s relationship to professional and qualified investors in their funds.
Stephan has 29 years of investment experience and started his career as an equity research analyst in 1987 at the then Swiss Bank Corporation, later UBS. His functions included: Head of Portfolio Management for Swiss Equities, Head of Product Management for Institutional Funds. He worked as CEO of the respective asset management business for Bank am Bellevue, the BZ and Clariden Leu. Stephan holds a Masters in Economics from the University of Basle. He is a Board Member of the Swiss Financial Analyst Association and AZEK.
Vice President, Dreyfus Sons & Co. Ltd
Grégoire Baudin is Vice President of Dreyfus Sons & Co. Ltd, Basel, Switzerland
He has worked at Dreyfus Sons & Co, since 2008 and manages a portfolio of UHNWI and HNWI of Swiss and foreign clients.
Mr. Baudin is Swiss and holds a Master's degree in Sciences together with the Federal Diplomas of Financial Analyst and Portfolio Managers and also Expert in Finance and Investments. Mr Baudin is a part time teacher in Wealth Management in Switzerland for the Certified International Wealth Manager program CIWM.
Managing Partner and Head of Investments, Nextstage
Mr. Vincent Bazi is Managing Partner and Head of Investments at NextStage in Paris, one of the leading French Private Equity Fund with over 300m€ AUM. He has over 25 years experience in financial analysis, equity sales and investment. Previously he was a financial analyst with Cheuvreux and JP Morgan, a Director of Barings and Schroders in charge of French equities and Head of French equity Sales for Oddo and Dexia.
Mr. Bazi graduated from Sciences-Po Paris and Columbia Business School (Senior Executive Program). He holds a Master in Economics from the University of Paris 1, a Master in Management Sciences from the University of Paris 10 and Essec Business School. He also attended the Financial Management Program from the Wharton School of Finance (University of Pennsylvania USA). He is also a CIWM holder.
Vincent is the Chairman and CEO of the World Pension Council (WPC), a think tank on pension funds. He is also an Associate Professor of SKEMA Business School.
Director, Credentials Development, Canadian Securities Institute a division of Moody’s Corporation
After graduating with a Business degree from the University of Manitoba, Marshall started his financial services career with Richardson Greenshields (RG) a Canadian full service investment dealer. Over his 12 years at RG (1982-1994), Marshall became a Vice-President and senior analyst within the organization’s research department.
In 1995, Marshall joined the Canadian Securities Institute (CSI), Canada’s exclusive educator and examiner for individuals seeking employment and/or registration within the investment industry.
Marshall started out with CSI as an Academic Director focused on its derivative courses and examinations before assuming leadership of CSI’s course development department where for 10 years he led a team of 15 subject matter experts who were responsible for the creation and maintenance of CSI’s 150+ courses and programs that address basic securities, derivatives, alternative investments, trading, portfolio management, financial planning, wealth management, compliance and risk management areas.
In 2010 Moody’s Corporation purchased CSI and Marshall’s focus has been on investigating, sanctioning and developing the specifications for new certification programs and developing domestic and international partnerships that will help expand the recognition and reach of these programs.
Marshall lives in Toronto, Canada with his wife and son.
Chief Executive Officer, AIWM India
Aditya is the Chief Executive Officer of Association of International Wealth Management of India (AIWMI). AIWMI primarily focuses on broader and strategic role of developing a more robust and forward-looking training infrastructure for private banking and wealth management sector in India.
Aditya has 11 years of experience in the Financial Services sector in varied disciplines like Wealth Advisory, Financial Education, HR Consulting, Strategic Planning, Brand Building, PR, Media Planning and Buying.
Aditya has a Masters in Human Resources, Masters in Economics and is a Certified Financial Planner. Aditya is on the Advisory Board at Family Office Group, USA and is also a member of the Editorial Board of India Wealth Report. Aditya has co-authored three books so far – two on credit research and one on Family Offices.
Managing Director, Banque Cantonale Vaudoise
Thierry Hertig is currently Head of the VIP initiative for the Private Banking clientele of BCV in Lausanne, Switzerland.
He was formerly Managing Director responsible for developing the UHNWI segment within the Private Bank in Switzerland at Credit Suisse in Zurich & Geneva, Switzerland.
Previous responsibilities included relationship management for Swiss Multinational companies at Credit Suisse First Boston in Zurich as well as leading the Swiss Equity research at Darier, Hentsch & Cie in Geneva, Switzerland.
Thierry holds an MBA and a Master in Law from Geneva University as well as an AMP from Harvard BS.
Thierry is a member of the Board of the Swiss Financial Analysts Association (SFAA).
Chairman and Chief Executive Officer of TX Investment Consulting Co., Ltd
Yixiang Lin has been the Chairman and Chief Executive Officer of TX Investment Consulting Co., Ltd. in Beijing since 2001. He had over 10 years overseas studying and working experiences before he joining China Securities Regulatory Commission (CSRC).
In CSRC, Yixiang served as the Senior Expert, Deputy General Director of Research and Information Department and the head of the Securities Trading Surveillance System. He later joined China Securities Co., Ltd. and served as the Vice President from 1996 to 2001 and started up China Asset Management Co., Ltd. and Shenzhen Innovation Technology Investment Co., Ltd.
He serves as the President of the Securities Analysts Association of China (SAAC); Vice-President of the Asian Securities Analysts Federation (ASAF); Chairman of the Expert Committee on Shenzhen Stock Exchange Index; Chairman of the Expert Committee on China Securities Index. He served as Vice President of the Securities Association of China since July 2002 and also as its Chief of Securities Analysis Council since July 2000.
Additionally, Yixiang Lin is a teaching professor at some of China's most prestigious universities. He holds Ph.D. in Economics.
Chief Investment Officer, Union Bancaire Privée
Jean-Sylvain already worked at UBP in Switzerland, as Head of Private Banking mandates, from 2000 to 2011.
He was Head of Portfolio Management with MeesPierson Gonet (Fortis Group) and more recently Chief Investment Officer at Edmond de Rothschild Private Bank.
Jean-Sylvain is Swiss and holds a Master’s degree in Economics from the University of Lausanne, as well as a financial analyst’s diploma from AZEK (Swiss Training Centre for Investment Professionals).
He is a member of the Board of the Swiss Financial Analysts Association (SFAA).