Penta Asset Management

Overview

Penta Asset Management SA was founded in Geneva in 2010 by Maurice A. Benezra and a group of financial specialists from UBP; the Swiss entity is led by William Jaccard. In 2012 the group expanded to Monaco with Penta Advisory Monaco SAM and later Penta Monaco Multi Family Office SAM. It offers discretionary portfolio management with an open-architecture selection process, investment advisory and multi-family office services such as real estate supervision, trust creation, art collection management and succession planning. The site states it is licensed by FINMA and, in Monaco, by the CCAF.

Holdings & investments

INVESTMENT ARMS & VEHICLES

• Penta Advisory Monaco SAM
  Monaco entity launched in 2012
• Penta Monaco Multi Family Office SAM
  Monaco multi-family office entity

People

• William Jaccard
  Partner, CEO and CIO (Geneva); Board Member (Monaco) · source
• Roberto Pisani
  Senior Portfolio Manager (Geneva) · source
• Reuven Benichou
  Investment Advisor (Geneva) · source
• Dominic Moross
  Senior Portfolio Manager (Monaco) · source
• Camille Biancheri
  Analyst and Portfolio Manager (Monaco) · source
• Pascal Gisiger
  Partner, Chairman of the Board (Geneva) · source
• Sophie Maillard
  Independent Board Member (Geneva) · source
• Olivier Péclard
  Independent Board Member (Geneva) · source
• Aline Gisiger
  Risk Manager, Compliance Officer and CFO (Geneva) · source
• Jonathan Mattatia
  Partner, Head of Client Relations (Geneva) · source
• Jean-Louis Naggar
  Senior Private Banker (Geneva) · source
• Maurice A. Benezra
  Founder and Chairman (Monaco) · source
• Franck Biancheri
  Founding Partner (Monaco) · source
• Martin Peake
  Board Member (Monaco) · source
• Laetitia Manucci
  Relationship Manager (Monaco) · source
• Hélène Fabbretti
  Wealth Structuring Manager (Monaco) · source

Frequently asked questions