Our Company
EUROCAPITAL Advisors (Switzerland) SA was incorporated in 2004 by a team of professionals to provide solutions to high-net-worth clients who require personalized service and independent wealth management advice under the highest confidentiality standards.
Our mission is to create, together, an investment strategy to optimize the capital returns in a safe and efficient way. We monitor and complement your traditional banks and money managers while coordinating tasks with a broad network of external professionals and specialists.
We strive to comprehensively manage our client's financial wealth, such as legal-tax services, insurance, art, etc.
The family office concept
- Large family groups such as the Rockefeller, Ford or Marriot have for a long time been aware of the advantages of managing their wealth from their own family offices made up of professionals chosen and paid by the family to protect the family's interests, handle relationships with banks and other financial institutions and coordinate the work of the different specialists that participate in their wealth management.
- EUROCAPITAL advisors provides family office services to several families (Multi-Family Office) who benefit from the compounded experience of a staff of experienced advisors who guide you towards the management of your wealth, providing an integrated process of managing and monitoring your investments, similar to the ones used by large family groups.
Structure
- EUROCAPITAL advisors (Switzerland) SA, is based in Geneve and is a member of the "Association Suisse des Gérants de Fortune". It is monitored by the Swiss regulatory authorities.
- EUROCAPITAL advisors have cooperation agreements with other companies that provide investment advice in Spain and the United States of America to be able to offer their clients the best geographical coverage in order to meet their specific needs.
Mission Statement
To provide independent and customized strategic wealth management advising to high net worth families.
To encompass every aspect of family wealth management, well beyond investment product guidance.
To provide all our services under an independent and transparent perspective.
To warrant the strictest confidentiality: all of our employees and associates are subject to a strict privacy policy.
We can summarize our philosophy as follows
- Wealth management demands an ongoing, fully integrated planning process.
- The conflicts of interest and investment risks and costs inherent to the financial industry must be controlled and analyzed.
- An effective wealth management should be able to select and tap the best operators / managers in the market. No single financial institution can meet a client's every need.
- Information access is critical to wealth management.
- Outstanding personalized service strengthens client relationships.
Pablo Alonso
Mr. Alonso founded EUROCAPITAL advisors in January 2001, following a seven-year tenure (1995-2001) with Banco Santander International in New York and Miami. From 1998 to 2001 he was in charge of the International Private Banking Practice for Argentina, Chile and Uruguay. Earlier, from 1995 to 1998, Mr. Alonso served as Senior Private Banker in Miami. He was also Director of SRP's Business Development Department, Private Equity, based in Madrid, and a Financial Analyst with the Corporate Finance Department of Istituto Bancario Sao Paolo di Torino, also in Madrid. Mr. Alonso holds an MBA from Milan's Bocconi Business School and a Law degree from Madrid's Universidad Complutense. He is an expert advisor to family business and was one of the founders of the Chilean Family Business Association and is a member of its advisory board, Mr Alonso is also works with several philanthropic foundations in Spain and Latin America on the investment management of its endowments.
Sophie Bonvin
Ms. Bonvin joined as a partner in EUROCAPITAL advisors in February 2004, following a 14-year career with Switzerland's UBS AG bank. Ms. Bonvin began her career in Private Banking in the Middle East Department at the Geneva headquarters. She also served two years with the Miami branch, managing major portfolios from Peru, Ecuador and Brazil. Between 1997 and 2000 Ms. Bonvin held the position of Assistant Representative and Associate Director at the bank's Lima offices. Ms. Bonvin served the last four years of that period in the Geneva headquarters, as Director responsible for the Chile, Peru and Bolivia markets. Ms. Bonvin holds a Masters Degree in Banking from Association of Swiss Banks. She also holds a BA degree from Switzerland's Sion School of Business. She completed her higher education studies in Paris' INSEAD and Singapore.
José Miguel Raffo
Mr. Raffo worked at the Enfoca Private Equity in Lima from 2007 to 2013, then was an Investment Banker at Deutsche Bank in New York and later in London where he provided M&A (Mergers & Acquisitions) advice in the Metals & Mining group. In 2019, he joined UBS Switzerland to grow its Private Banking business in Peru, Ecuador and Bolivia. In 2024 he joined Eurocapital Advisors in Switzerland to expand the Private Banking business in Latin America. He has an Economics degree from Universidad Pacífico (with honors) and holds an MBA from Wharton.