We combine proprietary research with structured investment solutions.
Our clients—private banks, family offices, and independent wealth managers—rely on us for conviction, clarity, and differentiated outcomes.
TRACK RECORD
Proven results and growing trust from independent wealth managers across Romandie.
Founded
Established in 2023.
Trading Counterparties
Active network across leading institutions.
Market Ideas Delivered
Proprietary research translated into actionable themes.
Independent
Partner to wealth managers — not a competitor.
Traded Volume
Demonstrated adoption across professional counterparties.
Our Foundations
Three principles that guide every decision we make.
Vision as Strategy
Conviction-led research, built around themes that define the future.
- →We believe vision is the most underpriced asset in financial markets.
- →Our focus: industries reshaping behavior, finance, and consumption.
- →Purpose-driven investing, with discipline at its core.
Tailored Precision
Structured solutions designed around insight, not templates.
- →Each structure reflects a specific view and client objective.
- →Clarity in design. Transparency in execution.
- →Complexity becomes opportunity, not confusion.
True Partnership
A niche partner, focused on outcomes that matter.
- →We serve private banks, family offices, and advisors who seek differentiation.
- →Primary issuance and secondary access, with short lead times.
- →Your success defines ours.
We are building the most trusted home for independent thinkers and forward-looking investors.
A place where wealth professionals grow together through the right tools, shared thinking, and human expertise.
Clémentine Merle, Founder & CEO
A Team of Experts
Experienced professionals combining market depth with methodological rigor.
Clémentine Merle
CEO
MSc Corporate Finance, EDHEC Business School
11 years of experience in cross-asset structuring. Previously led structured products teams at major financial institutions, specializing in innovative investment solutions for institutional and private clients.
- SGCIB, New York
- Leonteq, Hong Kong
- Silex Investment Partners
Emeline Ozhan, CFA
CIO
CFA, MSc Finance, Dauphine, MSc Econometrics, Panthéon Sorbonne
Over 11 years of experience in asset management and equity research and valuations, with a proven track record at managing portfolios.
- Pictet Asset Management
- Lombard Odier Asset Management
- Silex Investment Managers
Jiajun Shan, Ph.D
Member of the Board
PhD Statistics, MSc Finance, Genève
10 years of experience in quantitative research applied to finance. Specialized in statistical modeling, machine learning, and algorithmic trading strategies for institutional investors.
- Deutsche Bank Asset Management
- Swiss Finance Institute
- Research Center for Statistics
Jean Garnon
Equity Analyst / Structuring
MSc Finance, SKEMA
7 years of experience in equity research applied to portfolio management. Focused on fundamental analysis and structured equity solutions for private banking and wealth management clients.
- Tempstone Capital
- Gutzwiller Private Bank
- Comgest Asset Management
Trusted Relationships
Working alongside leading institutions and service providers.
ÜTI Collective SA acts as a financial intermediary affiliated to the self-regulatory organisation ARIF (Association Romande des Intermédiaires Financiers), which is recognised by FINMA under the Anti-Money Laundering Act (AMLA). Our affiliation can be verified on FINMA’s register of members of self-regulatory organisations (OAR). FINMA – Recherche de membres OAR.
Geneva Compliance Group
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Association Romande des Intermédiaires Financiers
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