DNA is what makes each organism so unique. Ever since Fidurhône was created, some of our traits – quite understandably – always made us stand out.
As single family office, we are our first client. We are devoted to provide same excellence skills for our clients. And when it goes about profitably managing money, a simple (but often forgotten) rule is that performance is achieved not only by meeting successful choices in terms of investments. It is also and firstly achieved by avoiding to loose money – be it in the payment of unnecessary fees, in the choice of unreliable or greedy partners or wrong wealth structures, and more generally in doing anything which is not prudent.
As a matter of fact, we might describe ourselves as extremely prudent. But this has happily led us to where we are today, thanks to our longstanding and faithful clients, but also to new ones who are seeking valuable alternatives to traditional banking.
Being from entrepreneurial families, we know exactly how hard one needs to work to make a fortune and how complex things become as soon as your wealth grows internationally.
On top of that, we understand how overincreasing social media exposure makes it difficult to manage private matters. This is why, as far as your fortune is concerned, we assume it is our responsibility to help you protect your private sphere – not only your assets. Finally, we believe in the decisive importance and benefits of long term relations. This is why we take great care of our people, in order to make sure they remain your contact person for a long period.
Fidurhône SA is one of the oldest Family Offices in Switzerland. It was founded in Geneva in 1976 by three long-time friends. Initially established to manage the wealth of a single family, the company rapidly evolved into a multi-family office. Independance, open architecture and absence of conflict of interest are the key elements of our corporate governance.
The only important change took place in 1999, when Fidurhône was granted the right to open accounts for its clients: Fidurhône was indeed approved by the Swiss Federal Banking Commission, now FINMA to become a Securities Dealer (newly labelled Securities Firm).
The same year, Fidurhône became a member of the Swiss Banking Association SBA and of esisuisse which grants its clients the same Deposit Protection as a Swiss Bank.
After nearly half a century, Fidurhône is proud to see so many wealthy families around the world trusting its accounts & wealth management and family-office solutions for all their financial and private needs.
The Executive Team
Jean-Pierre has a 50-year-experience in Wealth Management and Company Administration. He is the sole Board Member with an executive position. After his apprenticeship at Dreyfus & Cie SA in Basel, he worked for Schweizerische Treuhandgesellschaft before moving to Geneva to join a financial company. In 1976, he co-founded Fidurhône SA. Member of the Board of various industrial companies for years as well as of subsidiaries of the Group LACOSTE and JEAN PATOU Suisse for over 35 years, he is currently member of the board of Foundation of various Swiss charitable foundations. He is a Permanent Delegate to the Social and Economic Counsel of the United Nations (ECOSOC) in New-York. Jean-Pierre is fluent in French, English and German.
Aline CORTAT CHAMPION
Head of the Family-Office Services
Aline started her carrier in 1989 in Basel as the assistant of the Head of the Wealth Management activities of Fiduciaire Suisse where she continued her studies to become a certified accountant. She worked for Coopers & Lybrand in Luxembourg (companies structuring expertise) before returning to Switzerland to join STG Coopers & Lybrand in Basel as the specialist for the Luxembourg market. She has a strong knowledge of South-American markets. Member of the management, she indeed headed the South-American desk of STG/LGT Group in Europe. In 2008, she joined Fidurhône to manage the family office department. She is a regular attendee at Society of Trust and Estate Practitioners (STEP) meetings. On top of her mother tongue French, she is fluent in English, German and has some knowledge of Portuguese and Spanish.
Claudia JUNGO RECKING
Chief Operating Officer
Claudia is a Swiss certified Specialist for Finance and Accounting. She started her professional carrier in the accounting divisions of Comptoir Bancaire et financier and C-Trade SA (Import/Export) in Geneva, before moving to Lausanne to work as a “Credit Control Analyst” at British Leyland International Services. Back in Geneva, she set up the IT and accounting divisions of a 25-employee-SME active in stone cutting. She joined Fidurhône in 1988, to take on the accounting and administrative duties of the Group Lacoste companies (South America – USA – Spain), reporting to the head office in Paris. Claudia has continuously developed her skills over the last decades : HR, LBA, Banking Law, Regulatory to become the company Chief Operating Officer. French native speaker, she speaks Italian and English.
The Board
Nicole BEINER, Ph.D.
Chairwoman
Independent Board Member and Risk Specialist
Nicole holds a Degree in business management, a Master in Economics and Finance, as well as a Ph.D. in Economic Sciences from the University of Geneva. She dedicated the first nine years of her professional activity to teaching and research in finance at the University of Geneva. She is a Senior Advisor and teacher at AZEK, the leading Swiss Training Centre for Investment Professionals. For the past 20 years, she has been providing advice in risk management and control to banks, securities dealers and asset managers, an experience first acquired working 10 years for Lombard Odier and then as an independent consultant through her company NB RiskControl. Chairwoman of the Board of Fidurhône SA, which she joined in 2017, she is also Vice President of the Board of the insurance company Rentes Genevoises and Member of the Board of SEG Suisse Estate Group SA, active in real estate investments and listed at the Bern Swiss Exchange. Nicole is fluent in French and English.
Daniel VOLLENWEIDER
Vice Chairman
Investment Specialist and Founding Partner
Daniel, with over 50 years of experience in Wealth Management, started his apprenticeship at SBS bank in Nyon. Before running, during four decades, the investment activities of Fidurhône which he co-founded with two friends in 1976, he worked as a US broker for Shearson Loeb Rhoades. In parallel, he worked as a financial advisor for a French financial group and was a Board Member of subsidiaries of the Group LACOSTE and JEAN PATOU Suisse (Perfume) for over 35 years. He is a SFAA member (Swiss Financial Analysts Association). Daniel is fluent in French, English and German.
Didier de MONTMOLLIN
Independent Board Member and Lawyer
Didier is an Independent Board Member of Fidurhône SA and a founding partner of DGE Attorneys at law. He graduated from Neuchâtel university and is admitted to the Geneva Bar. Active in administrative and international judicial assistance, in international and national arbitration, and in certain complex commercial / banking litigations, he is recognized as an expert on Swiss banking law. He is regularly appointed by the Swiss Bankers Association for investigations of violations of the Swiss bank’s Code of conduct by member banks. He is a member of the Executive Committee of the Swiss Bar Association’s Anti-Money Laundering Regulatory Authority as well as of the Forum OAR, association of self-regulatory organisations providing regulation for financial intermediaries of the non-banking sector in Switzerland. Permanent member of the board of directors of a few banking/financial companies in Switzerland, Luxembourg and France, he is also a lecturer in Compliance Management education program at the University of Geneva. Didier is fluent in French and English, with a very good working knowledge of German.