Mastering Complexity, Creating Time
Your Legacy, Our Commitment

Montebianco

At Montebianco, we are dedicated to preserving and growing the wealth of ultra-high-net-worth clients and families. Rooted in the Swiss tradition of precision, discretion, and excellence, we provide bespoke asset management and advisory services tailored to the unique needs and aspirations of each client.

Our mission is to deliver a full set of services, ensuring that your legacy thrives across generations. Guided by integrity, independence, and a global perspective, we are your trusted partner in navigating the ever-changing financial landscape with confidence and security.

Corporate Pillars

Advisory Services

Tailor-Made Discretionary Portfolios

Wealth Advisory / Family Governance

Proprietary Investment Strategy

Global Macro strategy with a Wealth Management mindset. Long term portfolio construction with downside risk mitigation.

Who We Are

  • Isaac Topel

    Founding Partner

    Isaac brings over 30 years of expertise in wealth management. For the past twelve years, he has served as Senior Private Banker and Team Leader at Banque Pictet. Prior to this, he held senior roles, including Managing Director at both Barclays Bank Suisse and JPMorgan Private Bank, specializing in their wealth management divisions. Isaac began his banking career at Merrill Lynch International Bank in London. He holds both undergraduate and graduate degrees from New York University and is a Certified Wealth Management Advisor (CWMA), registered with the SAQ.

  • Bruno Bensadon

    Founding Partner

    Bruno brings over 15 years of experience in portfolio management, having held senior investment roles at Merrill Lynch, Deutsche Bank, and Pictet. He specializes in asset allocation, hedging strategies, and tactical trading across all asset classes. As the head of investment strategy at Montebianco AWM, he oversees the Advisory and Discretionary offerings. Bruno holds degrees in law and economics and is a CFA and CMT charterholder.

Montebianco Asset & Wealth Management SA, with registered address in Geneva, Switzerland, is a joint stock company incorporated in accordance with Swiss law and is a Swiss investment fund manager licenced by the Swiss Financial Market Supervisory Authority (“FINMA”) as a Manager of Collective Assets. The Company is under the Federal Act on Financial Institutions authorised to provide the following services.

Collective asset management in the form of collective investment vehicles such as Funds, SPVs, AMCs and others.

Private portfolio management in the form of Discretionary or Advisory Portfolios Services