About us

SGMR was founded by Charles Mardini, Ygal Rabinovici and the Société Générale banking group. Société Générale holds 25% of SGMR’s capital and the two founding partners, Mr Mardini and Mr Rabinovici, hold 75% via their joint holding company M&R SA.
The creation of SGMR is first and foremost the result of a strong human relationship and friendship between the two founding partners who met 25 years ago at the bank CBG, Compagnie Bancaire Genève, which was for both of them their first employer.
The main idea behind the creation of SGMR in 2010 was to create a financial company whose mode of operation would be based exclusively on an independent spirit and therefore on a totally open architecture. Also, SGMR is a company that works closely with dozens of custodian banks as well as with a network of partners selected according to its own criteria. This open policy allows us to have access to the best partnerships while remaining independent. As for Société Générale, the acquisition of a stake in SGMR was a response to the bank’s desire to add the dynamism and independence of a dynamic, human-sized structure to the solidity of a renowned institution.

Thanks to this privileged partnership with the Société Générale group, SGMR is a unique structure among management companies in Europe.

In more than 10 years, SGMR has become one of the leading players in the Swiss financial centre. Indeed, SGMR is now a benchmark among independent asset managers in Switzerland in terms of assets under management.

Logo de la Société Générale

Board of Directors

Prof. Alain Bruno Lévy – Lawyer, Chairman
Charles Mardini – Managing Director
Ygal Rabinovici – Managing Director
Alain Peytral – Director
Fabien Debost – Société Générale Group Representative

Executive committee

Charles Mardini – Managing Director
Ygal Rabinovici – Managing Director
Raphaël Gaille – CEO
Daryoush Djalili – Commercial director
Alessio Cimoli – CIO

A team of specialists

We are driven by the will to undertake and, above all, by the desire to excel. Each client thus benefits from collective work that maximizes the talent of each of our employees. Supported from A to Z, it also benefits from privileged access to a network of trusted, hand-picked experts.

Our Auditors

EY (formerly known as Ernst & Young) is the auditor of the company for accounting, code of conduct and AML purposes.

Logo de EY

Affiliation

SGMR is affiliated to the AOOS Self-Regulatory Organisation (SRO) in accordance with the Money Laundering Act (MLA). AOOS is recognised by the Swiss Financial Market Supervisory Authority (FINMA).

SGMR is a member of the OFS Ombud Finance Switzerland, a body recognised by the Federal Department of Finance (FDF) in accordance with Art. 74 LSFin.

Interested in joining our team?

In a saturated competitive environment, we have created a dynamic platform, optimal for any talented and ambitious wealth manager. By joining us, you benefit from the best infrastructure so that you can concentrate on what really matters: serving your customers in the best possible way.