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Jean Turrettini

Jean Turrettini

Lawfirm internship

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location of Jean TurrettiniGeneva, Geneva, Switzerland

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  • Timeline

  • About me

    Managing Director | Legal and Compliance | The Forum Finance Group SA | Global wealth management services with the advantages of an independent advisor | ffgg.com

  • Education

    • Fund Academy, Geneva

      2019 -
      LeFin: nouvelles exigences organisationnelles pour les gérants indépendants et trustees Finance and Financial Management Services

      Séminaire

    • Fund Academy, Geneva

      2019 -
      Relations entre banques dépositaires et Tiers-gérants dans le nouveau cadre réglementaire Finance and Financial Management Services

      Séminaire

    • Fund Academy, Geneva

      2018 -
      Nouveau régime d'autorisation des gérants indépendants selon le cadre réglementaire LsFin/LeFin Finance and Financial Management Services

      Séminaire

    • Fund Academy, Geneva

      2018 -
      Blockchain et Asset Management Finance and Financial Management Services

      Séminaire

    • ISFB - Compliance Officer Certification

      2020 - 2020
      Institut Supérieur de Formation Bancaire

    • ISFB - Sustainable Finance Certification

      2021 - 2021
      Institut Supérieur de Formation Bancaire

    • SAQ - Swiss association for quality

      2012 - 2012
      Certified Wealth Advisor Diploma Wealth Management CWMA diploma, 2012

    • CAIA Association

      2005 - 2006
      CAIA charterholder Alternative Investments

    • Collège de Genève

      1982 - 1985
      Baccalauréat Gymnase

      Activities and Societies: Paedagogia Genevensis

    • IMD Business School

      2007 - 2007
      Building on Talent Program Management & Leadership

    • University of Geneva

      1985 - 1990
      Master Law

  • Experience

    • Lenz & Staehelin

      Jan 1992 - Jan 1994
      Lawfirm internship

      Arbitration, criminal and civil proceedings.

    • Lombard Odier &Cie

      Aug 1994 - Apr 2001
      Private banking

      Private Banking & Credit Risk Department (MAY 96 – MARCH 01)1. LATAM/Spain Private Client Department. 2. Mexico, Venezuela, Swiss and European HNWI Customer base. Acquisition and Portfolio management.3. Credit risk department. Oversight and supervision of various lending risks. Analysis and presentation of sensitive cases to Risk Committee (Managing Partners).Achievements: 1. Onboarded substantial accounts for Mexican clients of prestigious families. 2. Developed and opened up the Venezuelan market through selection of finders for the Bank.Executive Training Programme, Geneva, New York and Mexico City (Oct 94- April 96).Equity Analyst, Portfolio management, asset allocation USD based mandates. Show less

    • EIM SA

      Oct 2001 - Mar 2007
      Hedge Fund Analyst & Senior FoHF Manager

      1.Hedge Fund analyst on main hedge fund strategies.2.Construction of alternative multi-strategy tailor-made FoHF portfolios for HNWI and Institutionnal clients. 3. Management of Multi-strategy Fund of Hedge Funds and managed Accounts for private and Institutional clients. Management of the Firm’s 2 flagship Funds. AUM under management of approx. USD 800 million.4. Business development and marketing activities to promote EIM's flagship fund and expertise.

    • EIM SA

      May 2007 - Jul 2009
      Head of Investment Services

      Head of Investment Services (May 07 – June 09)Member of Senior Management, Risk & Compliance Committee, HF and LO Investment Committee.1. Management of the Asset Management Services Dept (staff of 15, 12 investment pros).2. Supervision and client servicing of European and Asian accounts (approx. USD 10 billion).3. Results and quality measurement of Asset Management department through KPIs.4. Transaction risk and compliance control with limits oversight. Hedging strategies supervision.Achievements: 1. Contributed to growth of firm from CHF 2 to CHF 10 billion in Dec. 2008 through business development.2. Optimised and streamlined whole transaction, operational process as well as trade oversight. 3. Handled successfully all major regular and external (including ISO) audits. Show less

    • FundTrail SA

      Jul 2009 - Jun 2011
      CEO, Owner & Managing Partner

      Founder and CEO:1. Qualitative due diligences, strategy analysis and investment supervision, 2. Business development. Achievements: Obtained and executed for the firm 85% of the mandates of the firm related to LO, HF and PE Funds.

    • UBS

      Mar 2011 - Jan 2014
      UHNW & Family Office (Suisse Romande), Executive Director

      1. Desk Head Family Office (Suisse Romandie):- Management of 5 Client Advisors, dedicated to Swiss domiciled Family Office clients and prospects. 2. UHNWI Senior Client Advisor:- RM of a book of UHNW individuals i.e., clients with primarily complex assets (private funds, structures, illiquid assets).Achievements: 1. Organisation of major client events/pitches at Group level involving relevant Group resources such as wealth planning, asset servicing and investment solutions.2. Events resulted in NNA of approx. CHF 150 mios. Show less

    • Coutts & Co Ltd

      Jul 2014 - Oct 2015
      Head Swiss Onshore Geneva, Executive Director

      1. Head of Swiss onshore Geneva (Suisse Romandie),2. in charge of building the Swiss onshore Private Banking business, targeting HNW and Key private clients, in the Suisse Romandie region.Tasks: 1. Creation of multi-expertise team (acquisition, farming and wealth planning assets) to collaborate with the Investment solutions platform of Coutts (advisory, centralized PM and inv. consulting) 2. Developpment of a Swiss dedicated offering with the Coutts franchise brand on Suisse Romandie. Show less

    • UBP - Union Bancaire Privée

      Nov 2015 - Aug 2016
      Managing Director

      Relationship Manager in the Swiss Onshore Department (after acquisition of Coutts by UBP)

    • Aldrin Wealth Management SA

      Aug 2016 - Sept 2020
      CEO

      As CEO, COO & and Head AML, implementation of all risk/compliance, operationnal and investment/trade processes.Preparation and Implementation of new regulatory parameters for the firm (Swiss LsFin/Lefin, Cross-border rules, CRS/EAR, CDB).Achievements: Successful relaunch, structuring and management of a fully compliant EAM boutique during 4 years.

    • Compliance & Legal

      Sept 2020 - May 2022
      Independant Financial Services Consultant

      Consultant indépendant spécialisé sur les questions LeFin/LsFin et ESG

    • MANTOR SA

      May 2022 - Nov 2022
      Senior Management Advisor

      Senior advisor on Regulatory/Compliance issues, business development and operations.

    • The Forum Finance Group SA | Geneva | Switzerland

      Jul 2022 - now
      Managing Director - Legal & Compliance

      ffgg.comThe Forum Finance Group is an independent Swiss wealth manager and family office in Geneva, providing global wealth management services with the advantages of an independent advisor to an international client base of wealthy entrepreneurs, individuals and family offices. FINMA authorised | SEC-registered for US clients.

  • Licenses & Certifications

    • The Forum Finance Group is an SEC-registered investment advisor

      U.S. Securities and Exchange Commission

    • The Forum Finance Group is authorised and regulated as an asset manager by FINMA

      Swiss Financial Market Supervisory Authority FINMA

  • Honors & Awards

    • Awarded to Jean Turrettini
      Best Assets Over CHF 1 Billion AuM • Fund Selection/Asset Allocation Offering • Wealth Planning Team WealthBriefing Swiss EAM Awards for Excellence 2025 Mar 2025 March 5, 2025 - These awards are bestowed by WealthBriefing and their independent panel of judges to the Swiss independent asset manager with the Best Assets Over CHF 1 Billion AuM • Fund Selection/Asset Allocation Offering • Wealth Planning Team.WealthBriefing Awards recipients are chosen by an independent panel of judges, with selections based solely on merit. These awards are not predetermined and cannot be purchased. Please note that the use of related marketing materials, including… Show more March 5, 2025 - These awards are bestowed by WealthBriefing and their independent panel of judges to the Swiss independent asset manager with the Best Assets Over CHF 1 Billion AuM • Fund Selection/Asset Allocation Offering • Wealth Planning Team.WealthBriefing Awards recipients are chosen by an independent panel of judges, with selections based solely on merit. These awards are not predetermined and cannot be purchased. Please note that the use of related marketing materials, including logos, official photos, videos, and publications, may be subject to a fee. Show less
    • Awarded to Jean Turrettini
      Switzerland's TOP 50 Independent Asset Managers 2025 Citywire Switzerland Mar 2025 March 3, 2025 - The Forum Finance Group, Geneva, is one of Citywire Switzerland's Top 50 Independent Asset Managers since 2020.To be listed in Citywire Switzerland's TOP 50, IAMs must hold or be obtaining the FINMA portfolio manager license, operate independently from banks, offer discretionary wealth management for private clients, and use an open architecture approach. Citywire ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein, including… Show more March 3, 2025 - The Forum Finance Group, Geneva, is one of Citywire Switzerland's Top 50 Independent Asset Managers since 2020.To be listed in Citywire Switzerland's TOP 50, IAMs must hold or be obtaining the FINMA portfolio manager license, operate independently from banks, offer discretionary wealth management for private clients, and use an open architecture approach. Citywire ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein, including assets under administration, advice, and control. Show less
    • Awarded to Jean Turrettini
      Best Swiss EAM Next Generation Program • Wealth Planning Team • Servicing LatAm Clients • Chief Investment Officer (CIO) WealthBriefing Swiss EAM Awards for Excellence 2024 Mar 2024 March 6, 2024 - These awards are bestowed by WealthBriefing and their independent panel of judges to the Swiss independent asset manager with the best Next Generation Program • Wealth Planning Team • Servicing LatAm Clients • Chief Investment Officer (CIO).WealthBriefing Awards recipients are chosen by an independent panel of judges, with selections based solely on merit. These awards are not predetermined and cannot be purchased. Please note that the use of related marketing materials,… Show more March 6, 2024 - These awards are bestowed by WealthBriefing and their independent panel of judges to the Swiss independent asset manager with the best Next Generation Program • Wealth Planning Team • Servicing LatAm Clients • Chief Investment Officer (CIO).WealthBriefing Awards recipients are chosen by an independent panel of judges, with selections based solely on merit. These awards are not predetermined and cannot be purchased. Please note that the use of related marketing materials, including logos, official photos, videos, and publications, may be subject to a fee. Show less
    • Awarded to Jean Turrettini
      Citywire Switzerland's TOP 50 Independent Asset Managers 2024 Citywire Switzerland Feb 2024 February 28, 2024 - The Forum Finance Group, Geneva, has been part of the Citywire Switzerland's Top 50 Independent Asset Managers awards since 2020.To be listed in Citywire Switzerland's TOP 50, IAMs must hold or be obtaining the FINMA portfolio manager license, operate independently from banks, offer discretionary wealth management for private clients, and use an open architecture approach. Citywire ranks the 50 firms with the largest assets under management in Switzerland and… Show more February 28, 2024 - The Forum Finance Group, Geneva, has been part of the Citywire Switzerland's Top 50 Independent Asset Managers awards since 2020.To be listed in Citywire Switzerland's TOP 50, IAMs must hold or be obtaining the FINMA portfolio manager license, operate independently from banks, offer discretionary wealth management for private clients, and use an open architecture approach. Citywire ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein, including assets under administration, advice, and control. Show less
    • Awarded to Jean Turrettini
      Best Swiss EAM Next Generation Program • Servicing North American Clients • Wealth Planning Team • With AUM >CHF1bn WealthBriefing Swiss EAM Awards for Excellence 2023 Mar 2023 March 9, 2023 - This award is bestowed by WealthBriefing and their independent panel of judges to the Swiss independent asset manager with the best Next Generation Program • Servicing North American Clients • Wealth Planning Team • With AUM >CHF1bnWealthBriefing Awards recipients are chosen by an independent panel of judges, with selections based solely on merit. These awards are not predetermined and cannot be purchased. Please note that the use of related marketing materials… Show more March 9, 2023 - This award is bestowed by WealthBriefing and their independent panel of judges to the Swiss independent asset manager with the best Next Generation Program • Servicing North American Clients • Wealth Planning Team • With AUM >CHF1bnWealthBriefing Awards recipients are chosen by an independent panel of judges, with selections based solely on merit. These awards are not predetermined and cannot be purchased. Please note that the use of related marketing materials, including logos, official photos, videos, and publications, may be subject to a fee. Show less
    • Awarded to Jean Turrettini
      Switzerland's TOP 50 Independent Asset Managers Citywire Switzerland Mar 2023 March 28, 2023 - The Forum Finance Group, Geneva, has been part of the Citywire Switzerland's Top 50 Independent Asset Managers since 2020.To be listed in Citywire Switzerland's TOP 50, IAMs must hold or be obtaining the FINMA portfolio manager license, operate independently from banks, offer discretionary wealth management for private clients, and use an open architecture approach. Citywire ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein… Show more March 28, 2023 - The Forum Finance Group, Geneva, has been part of the Citywire Switzerland's Top 50 Independent Asset Managers since 2020.To be listed in Citywire Switzerland's TOP 50, IAMs must hold or be obtaining the FINMA portfolio manager license, operate independently from banks, offer discretionary wealth management for private clients, and use an open architecture approach. Citywire ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein, including assets under administration, advice, and control. Show less
    • Awarded to Jean Turrettini
      Best Swiss EAM Investment Process • With AUM >CHF1bn WealthBriefing Swiss EAM Awards for Excellence 2022 Mar 2022 March 3, 2022 - This award is bestowed by WealthBriefing and their independent panel of judges to the Swiss independent asset manager with the best Investment Process • With AUM >CHF1bnWealthBriefing Awards recipients are chosen by an independent panel of judges, with selections based solely on merit. These awards are not predetermined and cannot be purchased. Please note that the use of related marketing materials, including logos, official photos, videos, and publications, may be… Show more March 3, 2022 - This award is bestowed by WealthBriefing and their independent panel of judges to the Swiss independent asset manager with the best Investment Process • With AUM >CHF1bnWealthBriefing Awards recipients are chosen by an independent panel of judges, with selections based solely on merit. These awards are not predetermined and cannot be purchased. Please note that the use of related marketing materials, including logos, official photos, videos, and publications, may be subject to a fee. Show less
    • Awarded to Jean Turrettini
      Switzerland's TOP 50 Independent Asset Managers 2022 Citywire Switzerland Mar 2022 March 2, 2022 - The Forum Finance Group, Geneva, has been part of the Citywire Swizterland's Top 50 Independent Asset Managers since 2020.To be listed in Citywire Switzerland's TOP 50, IAMs must hold or be obtaining the FINMA portfolio manager license, operate independently from banks, offer discretionary wealth management for private clients, and use an open architecture approach. Citywire ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein… Show more March 2, 2022 - The Forum Finance Group, Geneva, has been part of the Citywire Swizterland's Top 50 Independent Asset Managers since 2020.To be listed in Citywire Switzerland's TOP 50, IAMs must hold or be obtaining the FINMA portfolio manager license, operate independently from banks, offer discretionary wealth management for private clients, and use an open architecture approach. Citywire ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein, including assets under administration, advice, and control. Show less
    • Awarded to Jean Turrettini
      Best Swiss EAM with AUM >CHF1bn WealthBriefing Swiss EAM Awards for Excellence 2021 Mar 2021 March 4, 2021 - This award is bestowed by WealthBriefing and their independent panel of judges to the Swiss independent asset manager with AUM >CHF1bn.WealthBriefing Awards recipients are chosen by an independent panel of judges, with selections based solely on merit. These awards are not predetermined and cannot be purchased. Please note that the use of related marketing materials, including logos, official photos, videos, and publications, may be subject to a fee.