Rodrigo Lacerda Soares

CEO

  • Rodrigo Lacerda Soares, a Brazilian-Swiss citizen, is the Chief Executive Officer (CEO). He has over 25 years of experience in private banking. His years at Banco ABC Brasil (1996-2003), Royal Bank of Canada (2003-2015) and Banque Syz (2015-2021) provided him an excellent knowledge of investment, risk management (Rodrigo was involved in several operational committees), asset diversification and financial product advice. During his career, Rodrigo developed strong managerial skills, ending up as the Regional Head for Latin American and Iberian Peninsula at Banque Syz. He graduated as Systems Analyst from the Pontificia Universidade Catolica (Rio de Janeiro, Brazil).

Juan Carlos Helbling

CIO

  • Juan Carlos Helbling, an Argentine-Swiss citizen, is the Chief Investment Officer (CIO). Juan is an investment professional with more than 36 years of experience in banking and finance. During his career, he acquired strong competences in trading, financial analysis and asset management. After a brief stint in private banking in the late 1980s, he performed sales and trading activities at different investment banking institutions (in London, Hong Kong and Madrid), specialising in emerging market bonds and distressed situations. Although with a strong fixed income bias, Juan has been covering different asset classes (FX, equities, commodities, etc.) with an opportunistic approach. Between 2008 and 2021, he performed several advisory roles at Royal Bank of Canada, BSI/EFG and Banque Syz. He holds a B.A. in Economics (University of Buenos Aires – Argentina) and a M.A. in International Relations (Johns Hopkins University, US).

Markus Hanselmann

COO

  • Markus Hanselmann, a Swiss citizen, is the Chief Operating Officer (COO). He has accumulated a vast experience in more than 41 years in the financial industry. A methodical and detail-oriented individual with a very rigorous approach, Markus has worked for several Swiss-domiciled banks in the area of trading. He has also been in charge of the treasury department of the Royal Bank Canada Geneva. In addition, Markus actively participated in running the employee’s pension fund. He initiated his financial career by completing a 3-year comprehensive banking program at SBC (Swiss Banking Corporation).