UBP IAS owes a fiduciary duty to act in the best interest of its clients. The entire UBP IAS team is made of professionals who place the clients at the center of their activities. The team is made of highly experienced financial advisors and experts.
Kathrin Genovese joined the UBP Group in February 2020 and took up her new position with UBP IAS on 18 January 2021. She has three decades of experience in the financial industry, including senior roles at a large Swiss bank and a family office, having held various leadership positions such as CFO and CEO.
Mr. Cullen is UBP IAS’s Head of Legal and Compliance and Chief Compliance Officer and joined UBP IAS in October 2018. Prior to joining UBP IAS, Mr. Cullen was an attorney in private practice serving as a partner in the boutique U.S. international tax law firm Sharp Partners P.A. based in Zurich, Switzerland from November 2016 until May 2018. Before rejoining Sharp Partners PA in 2016, he served as a Senior Associate Attorney focusing on U.S. tax and wealth planning with Withers, LLP based in Zurich from May 2015 through September 2016, and as both an associate attorney and a partner with Sharp Partners P.A. (formerly Sharp Kemm PA) based in the Tampa, Florida and Zurich, Switzerland from May 2008 through January 2015. Mr. Cullen is a licensed attorney and a member of The Florida Bar.
Mrs. Geyer joined UBP IAS in July 2020 as a Senior Compliance Officer. Prior to joining UBP IAS, she worked in the General Counsel division at Credit Suisse. Mrs. Geyer began her legal career 19 years ago in the US and in September 2014, came to Switzerland to join Sharp Partners P.A. in the firm's Zurich office. She is admitted to practice in California and has a LL.M. in taxation.
Mr. Dommart joined UBP IAS in December 2015 after a two year tenure with UBP. He is an experienced Managing Director in the private and investment banking sectors and has experience in change management both as a project manager and team lead in regulatory, compliance, tax, and risk management. He is a Certified Compliance Officer in Switzerland and holds a US Series 65 License. Prior to joining UBP, Mr. Dommart worked in Switzerland for Banque Cantonale Vaudoise from January 2006 until August 2013, and in Africa, France, and the UK for Banque Paribas, Commerz Financial Products, and NIKKO Financial Products.
Mr. Lakiotis is employed by UBPIAS as a Chief Investment Officer. He began his career in 2005 as a Data Processing Specialist at Lloyds TSB Bank Plc. He was promoted to Fund Analyst in 2008 and to Senior Portfolio Analyst in 2010. Mr. Lakiotis joined UBPIAS in November 2014 as a Portfolio Manager and was promoted to Senior Portfolio Manager in April 2018 (the title for his role changed to Senior Investment Manager in March 2019). Mr. Lakiotis took over Chief Investment Officer responsibilities in July 2021.
Ms. Stückler joined UBP IAS in February 2019 as a Senior Investment Manager. She has over 18 years’ experience in the financial industry. Ms. Stückler served as Senior Portfolio Manager and Investment Strategist with several banks. Prior to joining UBP IAS, she worked for Habib Bank Zurich from November 2011 to January 2019 as leading equity expert in the Portfolio Management and Research Department. She also served as Senior Fund Manager with Clariden Leu Asset Management from September 2008 until October 2011 where she managed different equity strategies. Before that, she was with VZ Vermögenszentrum in Zurich (March 2004 until August 2008) where she managed a global equity strategy and held a Senior Financial Analyst Position. Prior to arriving in Switzerland, she held junior positions with Constantia Privatbank and Siemens Fin4Cast in Vienna, Austria as well as a research position with the University of Vienna.
Mr. Almog Joined UBP IAS in April 2018 as Business Manager. Prior to joining UBP IAS, he worked for J.P. Morgan Private Bank Suisse where he held several positions in the Product & Strategy Development field between April 2015 & February 2018. In addition to this, he has an experience in the Asset Management industry where he held positions of Analyst and Sales for Asset Managers in France between 2012 and 2014. Mr. Almog has spent several years in North America and holds a B.A degree from University of Montreal, Canada.
Ms. Mast joined UBP IAS in August 2018 as an Executive Assistant. She has worked for various SEC registered investment advisers since January 2012. Prior to joining UBP IAS, she worked for Vontobel Swiss Wealth Advisors AG from October 2014 through July 2018, first as an assistant supporting a relationship manager (October 2014 through September 2017), and then as an Executive Assistant supporting the CEO and COO (from October 2017 until July 2018). Prior to this experience, she worked as a Wealth Management Assistant at UBS Swiss Financial Advisers AG from January 2012 until September 2014.
Important disclosures UBP IAS is an SEC-registered investment advisor with offices in Zurich and Geneva. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. UBP IAS offers a broad range of investment advisory and wealth management products and services. For a description of our services and fees, please refer to our Form ADV Part 2 Brochure available through the SEC’s website at www.adviserinfo.sec.gov, or contact your advisor for additional information.
The information presented is solely for informational purposes and does not constitute an advertisement, investment advice, research, or a recommendation to pursue a particular strategy or offer to purchase or sell any securities, funds, commodities or other products, nor does it include all the relevant information an investor may wish to consider in making investment decisions. Any strategies or investments discussed do not constitute personalised investment advice, may not be suitable for all investors, do not take into consideration an investor’s specific investment objectives or risk tolerance, and may not be available in all states, countries or jurisdictions. We transact business only in jurisdictions where we are registered, or excluded or exempted from registration.