Jonathan R.

CEO

Geneva, Geneva, Switzerland18 yrs 8 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in bridging traditional finance with digital assets.
Proven track record in managing UHNWI portfolios.
Specialized in tailored investment strategies for next-gen clients.

Stackforce AI infers this person is a Fintech expert specializing in private banking and wealth management for ultra-high-net-worth individuals.

Contact

Skills

Core Skills

Private BankingWealth StructuringClient ManagementDigital AssetsClient AcquisitionStructured FinanceInvestment Advisory

Other Skills

Wealth ManagementInvestment StrategiesPortfolio ManagementInvestment SolutionsRegulatory ComplianceClient OnboardingPortfolio ConstructionClient AdvisoryStructured ProductsAdvisory ServicesDerivatives TradingFinancial AdvisoryTechnical AnalysisBehavioral FinanceHedge Funds

About

Hi, I'm Jonathan. Private banking is evolving. So is the next generation of clients. I work with entrepreneurs, founders, and digital asset investors looking for more than conventional wealth management. They seek access, performance, and strategic insight aligned with their ambitions. At Bordier & Cie, I help them structure, optimize, and grow their wealth through: • Building resilient portfolios that outperform traditional benchmarks • Connecting traditional finance with digital assets and cross-bank strategies • Unlocking access to private market opportunities and exclusive institutional-grade investments I work closely with: • Wealthy families and structures seeking sophisticated asset allocation • Digital asset investors looking to onboard into regulated private banking • Entrepreneurs navigating liquidity events or expansion phases My clients are forward-thinking and expect high-conviction solutions. I focus on delivering agile, differentiated strategies that match their pace and vision. I regularly share perspectives on private markets, wealth structuring, and the transformation of our industry. Let’s connect if you’re building the future and looking for a wealth partner who understands yours.

Experience

Bordier & cie, banquiers privés

Deputy Head of European Markets - Member of the Investment Committee

Jul 2019 – Present · 6 yrs 8 mos · Région de Genève, Suisse

Expanding & Elevating UHNWI Wealth Management
Brought a large, high-value client book, strengthening Bordier & Cie’s presence in the UHNWI segment.
Strong focus on prospecting and acquiring new key clients, leveraging expertise in multi-asset wealth structuring.
Delivering Ultra-Premium & Tailored Investment Strategies
Trusted advisor to elite clients, providing bespoke investment solutions and multi-bank wealth structuring.
Expertise in public & private markets, real estate, and digital assets, creating high-performance portfolios that outperform benchmarks.
Bridging Tradition & Innovation in Private Banking
Led crypto onboarding, enabling crypto-native clients to integrate into the regulated private banking ecosystem.
Introduced new investment solutions, strategic partnerships, and alternative financing, aligning Bordier & Cie with the needs of next-gen investors.
Driving Growth & Market Leadership
Active Investment Committee member, shaping strategic asset allocation and portfolio management.
Contributed to Bordier’s international expansion, blending heritage and discretion with a modern, tech-driven approach.

Wealth ManagementInvestment StrategiesPortfolio ManagementDigital AssetsClient AcquisitionPrivate Banking+1

Bank j. safra sarasin ltd

Director - Senior Relationship Manager

Aug 2016 – Jul 2019 · 2 yrs 11 mos · Geneva Area, Switzerland

Building & Expanding the Francophone UHNWI Desk
Helped establish and develop the Francophone UHNWI desk, strengthening the bank’s market positioning.
Brought a strong client portfolio and actively contributed to expanding key client relationships across Europe.
Client Acquisition & Wealth Management
Focused on prospecting, onboarding, and managing UHNWI clients, delivering highly tailored investment and wealth structuring solutions.
Specialized in multi-asset portfolio construction, blending public and private markets to optimize returns.

Client ManagementWealth StructuringPortfolio ConstructionPrivate BankingClient Acquisition

Lombard odier group

3 roles

Vice President - Relationship Manager

Promoted

Jun 2013 – Aug 2016 · 3 yrs 2 mos

Developing & Expanding the Francophone UHNWI Client Base
Managed a CHF 1B+ discretionary and advisory portfolio for HNW/UHNWI clients across Switzerland, France, Belgium, and the UK.
Specialized in onboarding tax-compliant private clients, strengthening the Francophone desk’s market share.
Strategic Wealth Management & Next-Gen Advisory
Advised a mix of established wealth owners and next-generation entrepreneurs, developing tailored multi-asset investment strategies.
Built optimized portfolio allocations across public and private markets, focusing on performance above benchmarks.

Wealth ManagementPortfolio ManagementClient AdvisoryPrivate BankingWealth Structuring

Structured Products Advisor AVP

Oct 2010 – Jun 2013 · 2 yrs 8 mos

Led secondary market activities on structured products, advising on cross-asset investment solutions.
Specialized in leveraged solutions advisory, covering the full cycle from origination to execution.
Developed and implemented tactical trading ideas for portfolio managers and independent asset managers.

Structured ProductsInvestment SolutionsAdvisory ServicesStructured FinanceInvestment Advisory

Structured Products & Equity Derivatives Sales

Aug 2007 – Oct 2010 · 3 yrs 2 mos

Specialized in derivatives trading, covering options, futures, OTC, and structured products.
Advised internal and external clients (IAMs, family offices, global custodians) on structured equity and derivatives strategies.
Developed new structured product offerings, optimizing risk and pricing models.

Derivatives TradingStructured ProductsClient AdvisoryStructured FinanceInvestment Advisory