About us

We give full meaning to the word partner.

PHILOSOPHY

Prioritising the human
factor.

In creating Prime Partners, our intention has been to prioritise the human dimension.

Thanks to a lean, flexible structure, our teams can really give their best. Each of our clients is in direct contact with a partner who provides long-term personalised support.

Because before investing, we always start by listening to you.

To understand your needs, your hopes and your constraints. This is why we favour a relational rather than a transactional approach.

Asset management is a matter of trust. We avoid any conflict of interest and only provide you with personalised solutions.

And because your interests are our sole concern, we carry out our work in accordance with the strictest ethical standards.

Finally, this ethical concern is reflected in our profound sense of corporate social responsibility.

ORGANISATION

The independent asset manager model.

VALUES

Solid values, which form the backbone of all our work.

A privileged relationship

Having a single point of contact allows us to build closer relationships. This is the guarantee of successful collaboration.

Long-term partnership

Because you measure time in generations, it is essential to be able to count on your partner over the long term.

Total independence

Thanks to our complete freedom of choice, we offer you optimal solutions at the best possible price.

Absolute impartiality

Free from any conflict of interest, our investment choices and recommendations are always completely objective.

Mutual trust

Without trust, nothing solid can be built. But trust cannot be decreed, it must be earned. It falls to us to do so.

Prime Partners
in a few figures

100% independent, since the very beginning.

From day one, we have always aimed for selective growth, aware that in order to go far we needed to advance one step at a time. Today, we are proud of the progress we have made because we believe that our success is first and foremost yours.

1998

Year of foundation

50+

Employees

3

Offices

Geneva, Lausanne, Lisbon

CHF3.5BN

Assets under management

4

Continents covered

40+

Custodian banks

100%

Owned by its partners

100%

Swiss

YOUR PARTNERS

Discover the team that makes our company your key partner in asset management.

FUNCTION
  • Wealth Management

    Jean-Pascal Dalliard

    PARTNER, WEALTH MANAGER
  • Wealth Management

    Patrick Devaud

    Partner, Wealth manager
  • Administration

    Bernard Dubelly

    IT manager
  • Wealth Management

    Ricardo Ensina

    Authorized Representative, Assistant
  • Administration

    Nathalie Fisse

    Receptionist
  • Administration

    Michelle Follet

    ASSOCIATE DIRECTOR, COMPLIANCE
  • External Advisors

    Karl Frei

    Business development
  • Wealth Management

    Thibaud Fuchs

    Director, Wealth Manager

CSR

Our corporate responsibility also extends to society as a whole.

Firstly, through our company’s training programs. Secondly, by promoting responsible investing in our portfolios. Finally, by supporting numerous philanthropic associations.


Some examples of recent recipients : 

Bol du Vieux Billard (Geneva).
Charity offering meals to people in need in La Jonction neighborhood.

Fondation Au Coeur des Grottes (Geneva).
Shelter for women who are victims of violence or human trafficking.

Les Colis du Cœur (Geneva).
Distribution of food and hygiene products to people in precarious situations.

Association pour le Bateau Genève (Geneva).
Welcome, support and socio-professional integration centre for people in precarious situations.

Programme Onco-Hématologie Pédiatrique (HUG)
Treatment of childhood and teenage cancer.

Fondation La Pouponnière et l’Abri (Lausanne).
Day care for children, emergency and short-term care for children removed from their parents’ custody and educational care for mothers with their children.

Bureau Central d’Aide Sociale de Genève
Private foundation, acknowledged as being of public utility, for the support of young people, adults and families in difficulty in Geneva.

Human Development Foundation (Thailand).
Support for the children and communities of the slums of Bangkok.