Orthos Advisory AG was founded in 2013 and is a FINMA licensed portfolio manager, supervised by FINcontrol Suisse AG.
We offer comprehensive investment advice and asset management to individuals, families and entrepreneurs with complex business ownerships and asset structures.
We provide three distinct services:
A. Portfolio Management - discretionary investment management services.
B. Portfolio Advisory - non-discretionary investment management services.
C. Investment Consulting - supervision of overall investment programs.
Our aim is to help our clients to select the proper investment strategy, to invest with minimum costs and maximum consistency, and to react to market circumstances when necessary, whilst always following our guiding principles:
We will help our clients in their investment and financial needs to the best of our abilities.
We will not engage in any mandate or consultancy which requires us to commit to unrealistic strategies, goals or expectations.
We will be compensated only by our clients and will receive no additional emolument from banks, brokers, funds or other investment service providers.
We will act and communicate in a transparent and clear way.
We will follow the same principles in investing for our clients as we do for ourselves.
Helping clients in managing their investments is not about growing a business, but about doing the right thing for the right reasons.
About the Team
Before founding Orthos Advisory AG in 2013, Roberto spent the last four decades in the investment banking and the investment management industries, working in a number of global financial institutions. A graduate from Cornell University (1976) and Harvard University (1979), he has covered roles in corporate finance, mergers and acquisitions, trade financing, private banking, portfolio management and the structuring of complex investment programs for families and institutions. He now lives in Küsnacht, near Zürich, with his wife and has two children living in New York.
Stéphane joined Orthos Advisory AG as a director in 2020. Stéphane is the Managing Partner at LLP Investments AG which he co-founded in 2012. LLP is an investment company that manages money for its own account with a long-term, value-oriented philosophy investing like a business owner. A graduate of the University of St. Gallen (2010) as well as CEMS/Esade Business School (2012), Stéphane has relevant experiences in management consulting, corporate finance (M&A) and business development (in the retail and enterprise software space). Stéphane also serves on the boards of LLP Investments AG and OneStock SAS. He lives in Zürich with his wife and his two children.
Rabinder joined Orthos Advisory AG in 2022. Prior to this, she worked for Goldman Sachs in both London and Zürich, for independent investment managers, and for family offices. A graduate from Warwick Business School (2003) and The University of Birmingham (2002), she has passed all three levels of the CFA program, and has held team manager roles in client services, wealth management operations, and business management. She lives near Zürich, with her husband and two children.