Boccard & Partenaires SA
Also known as Boccard & Partenaires, Boccard & Cie
Neuchâtel independent wealth manager and family office (origins 1943), FINMA-authorised, with an office in Fribourg; private wealth management and family-office services.
Identity
- HEADQUARTERS
- Neuchâtel, Switzerland
- OFFICES
- Fribourg, Switzerland
- FOUNDED
- 1943
Overview
Boccard & Partenaires SA traces its origins to Boccard & Cie, created in 1943 by the de Boccard family, which partnered with the Müller family in 1988. It is headquartered in Neuchâtel with an office in Fribourg and holds a FINMA authorisation as a wealth manager, supervised by AOOS. Its family-office service covers wealth planning, asset management and consolidation, tax and legal advice, fiduciary services, real-estate support and succession planning, independent of banks.
People
- Mauro CavallinPartner, CIO · source
- Cédric AbplanalpManaging Partner, Co-Director · source
- Julien MüllerCo-Director, Board Member · source
- Louis-Philippe MüllerCo-Director · source
- Michel Guillaume-GentilPartner, COO · source
- Philippe MacherelPartner, Head of the Fribourg office · source
- Antoine JaquesChairman of the Board · source
- Luc EsseivaBoard Member · source
Frequently asked questions
Boccard & Partenaires SA is a multi family office based in Neuchâtel, Switzerland, founded in 1943.
Boccard & Partenaires SA does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Boccard & Partenaires SA include Cédric Abplanalp (Managing Partner, Co-Director), Julien Müller (Co-Director, Board Member), Louis-Philippe Müller (Co-Director) and Mauro Cavallin (Partner, CIO).