Quick contact: BZ Wealth Management SA | Place de la Gare 4 - CH - 1001 Lausanne | +41 (0)21 623 10 00

About BZWM

Franck Zabbeni After 26 years spent working at various banking and financial institutions, Franck Zabbeni founded BZWM in 2010 with his business partner Patrick Baumgartner. Franck was born in 1970 / on 30 September 1970 and is married with two children. His career in the world of finance started in 1986 as an apprentice at Credit Suisse (CS) in Lausanne. In 1991 he transferred to CS Zurich, where he was able to improve his knowledge of German. On returning to Lausanne in 1992, Franck underwent training as a dealer with CS and went on to work as an options/metals/banknote dealer until the end of 1997. He then moved to Credit Suisse First Boston Zürich, where he took up the post of banknote dealer for the Italian market. Between 1999 and 2001 he was an assistant portfolio manager, also at CS Zurich, before doing a one-year training placement with Swiss American Securities in New York, where he obtained a broker-dealer licence. On his return from the US, Franck joined UBS at the head office in Zurich and in Geneva as an advisor to French private-banking clients.

Areas of expertise

  • Discretionary portfolio management;
  • Investment advisory;
  • Investment strategy;
  • Asset allocation;
  • Model portfolios;
  • Investment selection;

Other functions

  • Member of Swiss Association of Asset Managers

Contact address

  • Franck Zabbeni, Partner
  • Place de la Gare 4 - C.P. 265 - CH 1001 Lausanne
  • T.Fixe +41(0)21 623 10 01 - T.Mobile +41(0)76 560 56 74
  • E-Mail: franck.zabbeni@bzwm.ch

Spoken languages

  • French (mother tongue);
  • English;
  • German;
  • Italian;
Christian Matthey-Doret After spending more than 30 years in the UBS portfolio management department (the former Swiss Bank Corporation), Christian has been with BZ Wealth Management since March 2017. Born in 1966, Christian started his banking career as an apprentice and in 1984 joined the fast-developing portfolio management department in Geneva Several years later, he started managing his first portfolios. Until the merger with UBS in 1999, he successfully managed portfolios, increasing his assets under management to 750 million (CHF). In 1997, he obtained the Financial Analyst and Portfolio Manager diploma (AZEK-CFPI). After spending 6 months in portfolio management UBS in London in 2001, Christian became responsible for several groups of portfolio managers. For the last five years in UBS, Christian was responsible for the « Ultra » portfolios with a value of about 1.5 billion (CHF).

Areas of expertise

  • Discretionary portfolio management;
  • Investment advisory;
  • Investment strategy;
  • Asset allocation;
  • Model portfolios;
  • Investment selection;

Other functions

  • Member of Swiss Association of Asset Managers

Contact address

  • Christian Matthey-Doret, Senior Portfolio Manager
  • Place de la Gare 4 - C.P. 265 - CH 1001 Lausanne
  • T.Fixe +41(0)21 623 10 04 - T.Mobile +41(0)78 677 13 50
  • E-Mail: christian.matthey-doret@bzwm.ch

Spoken languages

  • French (mother tongue);
  • English;

Array
(
    [0] => WP_Post Object
        (
            [ID] => 185
            [post_author] => 1
            [post_date] => 2016-01-07 17:43:10
            [post_date_gmt] => 2016-01-07 17:43:10
            [post_content] => 
            [post_title] => About BZWM
            [post_excerpt] => 
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => about-bzwm
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2016-02-20 09:58:26
            [post_modified_gmt] => 2016-02-20 09:58:26
            [post_content_filtered] => 
            [post_parent] => 0
            [guid] => http://www.bz-finance.ch/__new/?page_id=185
            [menu_order] => 5
            [post_type] => page
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [1] => WP_Post Object
        (
            [ID] => 187
            [post_author] => 1
            [post_date] => 2016-01-07 17:43:30
            [post_date_gmt] => 2016-01-07 17:43:30
            [post_content] => Our values

Independence, dedication, perseverance, attention to detail and a strong sense of client service. These are the values that BZWM applies in everything that it does. Our specialists always act in your interest. Your trust is our most valuable asset. Nothing can be taken for granted: every relationship we have with our clients has to be built on day by day.

Remaining true to these values, BZWM focuses on one sole objective: achieving maximum profitability while preserving the client’s capital.
            [post_title] => Our values
            [post_excerpt] => 
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => our-values
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2016-02-20 09:58:33
            [post_modified_gmt] => 2016-02-20 09:58:33
            [post_content_filtered] => 
            [post_parent] => 185
            [guid] => http://www.bz-finance.ch/__new/?page_id=187
            [menu_order] => 1
            [post_type] => page
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [2] => WP_Post Object
        (
            [ID] => 199
            [post_author] => 1
            [post_date] => 2016-01-07 17:45:36
            [post_date_gmt] => 2016-01-07 17:45:36
            [post_content] => 
            [post_title] => The staff
            [post_excerpt] => 
            [post_status] => publish
            [comment_status] => closed
            [ping_status] => closed
            [post_password] => 
            [post_name] => the-staff
            [to_ping] => 
            [pinged] => 
            [post_modified] => 2016-02-20 09:58:40
            [post_modified_gmt] => 2016-02-20 09:58:40
            [post_content_filtered] => 
            [post_parent] => 185
            [guid] => http://www.bz-finance.ch/__new/?page_id=199
            [menu_order] => 2
            [post_type] => page
            [post_mime_type] => 
            [comment_count] => 0
            [filter] => raw
        )

    [3] => WP_Post Object
        (
            [ID] => 446
            [post_author] => 2
            [post_date] => 2017-03-27 14:58:22
            [post_date_gmt] => 2017-03-27 14:58:22
            [post_content] => 
Christian Matthey-Doret After spending more than 30 years in the UBS portfolio management department (the former Swiss Bank Corporation), Christian has been with BZ Wealth Management since March 2017. Born in 1966, Christian started his banking career as an apprentice and in 1984 joined the fast-developing portfolio management department in Geneva Several years later, he started managing his first portfolios. Until the merger with UBS in 1999, he successfully managed portfolios, increasing his assets under management to 750 million (CHF). In 1997, he obtained the Financial Analyst and Portfolio Manager diploma (AZEK-CFPI). After spending 6 months in portfolio management UBS in London in 2001, Christian became responsible for several groups of portfolio managers. For the last five years in UBS, Christian was responsible for the « Ultra » portfolios with a value of about 1.5 billion (CHF).

Areas of expertise

  • Discretionary portfolio management;
  • Investment advisory;
  • Investment strategy;
  • Asset allocation;
  • Model portfolios;
  • Investment selection;

Other functions

  • Member of Swiss Association of Asset Managers

Contact address

  • Christian Matthey-Doret, Senior Portfolio Manager
  • Place de la Gare 4 - C.P. 265 - CH 1001 Lausanne
  • T.Fixe +41(0)21 623 10 04 - T.Mobile +41(0)78 677 13 50
  • E-Mail: christian.matthey-doret@bzwm.ch

Spoken languages

  • French (mother tongue);
  • English;
[post_title] => Christian Matthey-Doret [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => christian-matthey-doret [to_ping] => [pinged] => [post_modified] => 2017-11-05 21:31:44 [post_modified_gmt] => 2017-11-05 21:31:44 [post_content_filtered] => [post_parent] => 199 [guid] => http://bzwm.ch/?page_id=446 [menu_order] => 3 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw ) [4] => WP_Post Object ( [ID] => 195 [post_author] => 1 [post_date] => 2016-01-07 17:45:04 [post_date_gmt] => 2016-01-07 17:45:04 [post_content] =>
Franck Zabbeni After 26 years spent working at various banking and financial institutions, Franck Zabbeni founded BZWM in 2010 with his business partner Patrick Baumgartner. Franck was born in 1970 / on 30 September 1970 and is married with two children. His career in the world of finance started in 1986 as an apprentice at Credit Suisse (CS) in Lausanne. In 1991 he transferred to CS Zurich, where he was able to improve his knowledge of German. On returning to Lausanne in 1992, Franck underwent training as a dealer with CS and went on to work as an options/metals/banknote dealer until the end of 1997. He then moved to Credit Suisse First Boston Zürich, where he took up the post of banknote dealer for the Italian market. Between 1999 and 2001 he was an assistant portfolio manager, also at CS Zurich, before doing a one-year training placement with Swiss American Securities in New York, where he obtained a broker-dealer licence. On his return from the US, Franck joined UBS at the head office in Zurich and in Geneva as an advisor to French private-banking clients.

Areas of expertise

  • Discretionary portfolio management;
  • Investment advisory;
  • Investment strategy;
  • Asset allocation;
  • Model portfolios;
  • Investment selection;

Other functions

  • Member of Swiss Association of Asset Managers

Contact address

  • Franck Zabbeni, Partner
  • Place de la Gare 4 - C.P. 265 - CH 1001 Lausanne
  • T.Fixe +41(0)21 623 10 01 - T.Mobile +41(0)76 560 56 74
  • E-Mail: franck.zabbeni@bzwm.ch

Spoken languages

  • French (mother tongue);
  • English;
  • German;
  • Italian;
[post_title] => Franck Zabbeni [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => en-franck-zabbeni [to_ping] => [pinged] => [post_modified] => 2017-11-05 21:29:46 [post_modified_gmt] => 2017-11-05 21:29:46 [post_content_filtered] => [post_parent] => 199 [guid] => http://www.bz-finance.ch/__new/?page_id=195 [menu_order] => 2 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw ) [5] => WP_Post Object ( [ID] => 191 [post_author] => 1 [post_date] => 2016-01-07 17:44:21 [post_date_gmt] => 2016-01-07 17:44:21 [post_content] => [post_title] => Contact [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => contact-2 [to_ping] => [pinged] => [post_modified] => 2016-02-20 09:58:55 [post_modified_gmt] => 2016-02-20 09:58:55 [post_content_filtered] => [post_parent] => 0 [guid] => http://www.bz-finance.ch/__new/?page_id=191 [menu_order] => 6 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw ) [6] => WP_Post Object ( [ID] => 189 [post_author] => 1 [post_date] => 2016-01-07 17:43:58 [post_date_gmt] => 2016-01-07 17:43:58 [post_content] => [post_title] => How to find us [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => how-to-find-us [to_ping] => [pinged] => [post_modified] => 2016-02-20 09:59:01 [post_modified_gmt] => 2016-02-20 09:59:01 [post_content_filtered] => [post_parent] => 191 [guid] => http://www.bz-finance.ch/__new/?page_id=189 [menu_order] => 1 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw ) [7] => WP_Post Object ( [ID] => 173 [post_author] => 1 [post_date] => 2016-01-07 17:40:48 [post_date_gmt] => 2016-01-07 17:40:48 [post_content] => [post_title] => Family Office [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => family-office-2 [to_ping] => [pinged] => [post_modified] => 2016-02-20 09:57:39 [post_modified_gmt] => 2016-02-20 09:57:39 [post_content_filtered] => [post_parent] => 0 [guid] => http://www.bz-finance.ch/__new/?page_id=173 [menu_order] => 2 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw ) [8] => WP_Post Object ( [ID] => 177 [post_author] => 1 [post_date] => 2016-01-07 17:41:38 [post_date_gmt] => 2016-01-07 17:41:38 [post_content] => An investment strategy for the family BZWM helps its clients to devise and prepare a business plan for implementing the family office strategy. We assess what might be the pros or cons of internal management or of outsourcing management by giving clear answers to the following questions: [post_title] => Investment strategy [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => investment-strategy [to_ping] => [pinged] => [post_modified] => 2016-02-20 09:57:57 [post_modified_gmt] => 2016-02-20 09:57:57 [post_content_filtered] => [post_parent] => 173 [guid] => http://www.bz-finance.ch/__new/?page_id=177 [menu_order] => 2 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw ) [9] => WP_Post Object ( [ID] => 179 [post_author] => 1 [post_date] => 2016-01-07 17:41:58 [post_date_gmt] => 2016-01-07 17:41:58 [post_content] => Our expertise – your future At BZWM our aim is to assist the family over the long term with structuring and developing their private fortune and ensuring that it endures. In so doing, we act as a permanent advisor and auditor for the family’s overall wealth situation. We are convinced that the cooperation between a family office and an independent external service provider is a key factor for ensuring the success of the family office. BZWM’s team helps its clients with and advises them on the following services: [post_title] => Our expertise [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => our-expertise [to_ping] => [pinged] => [post_modified] => 2016-02-20 09:58:03 [post_modified_gmt] => 2016-02-20 09:58:03 [post_content_filtered] => [post_parent] => 173 [guid] => http://www.bz-finance.ch/__new/?page_id=179 [menu_order] => 3 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw ) [10] => WP_Post Object ( [ID] => 175 [post_author] => 1 [post_date] => 2016-01-07 17:41:18 [post_date_gmt] => 2016-01-07 17:41:18 [post_content] => Working for the family to achieve top-class performance Family businesses often choose to set up family offices that have the expertise to support and help the owners of the businesses to fulfil their obligations and exercise their functions. BZWM’s family office services are aimed at those families who want to maintain and increase their wealth over several generations. BZWM relies on its own specialist knowledge and on external partners who are experts in each of the specific areas of business to provide a service of faultless quality and one that is completely unbiased. BZWM’s family office offering also includes strategic and operational advisory services that are adapted to the particular requirements of each of our clients. The needs of wealthy families vary. Consequently, the structures and organisation of the family offices can be adapted to meet these different needs. [post_title] => Top-class performance [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => top-class-performance [to_ping] => [pinged] => [post_modified] => 2016-02-20 09:57:48 [post_modified_gmt] => 2016-02-20 09:57:48 [post_content_filtered] => [post_parent] => 173 [guid] => http://www.bz-finance.ch/__new/?page_id=175 [menu_order] => 1 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw ) [11] => WP_Post Object ( [ID] => 181 [post_author] => 1 [post_date] => 2016-01-07 17:42:27 [post_date_gmt] => 2016-01-07 17:42:27 [post_content] => Advisory activities At BZWM we are committed to analysing the overall financial situation of our clients (including any insurance policies and loans they have taken out). This allows us not only to optimise their financial situation but also to be in full control over the long term of any financial, legal and tax consequences that might arise. With our in-depth knowledge of this specialised environment and our excellent insight into exactly what is required, we are able to offer a range of high-quality services tailored to your specific strategic and operational needs. [post_title] => Financial services [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => financial-services [to_ping] => [pinged] => [post_modified] => 2016-02-20 09:58:10 [post_modified_gmt] => 2016-02-20 09:58:10 [post_content_filtered] => [post_parent] => 0 [guid] => http://www.bz-finance.ch/__new/?page_id=181 [menu_order] => 4 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw ) [12] => WP_Post Object ( [ID] => 183 [post_author] => 1 [post_date] => 2016-01-07 17:42:45 [post_date_gmt] => 2016-01-07 17:42:45 [post_content] => Advisory activities At BZWM we are committed to analysing the overall financial situation of our clients (including any insurance policies and loans they have taken out). This allows us not only to optimise their financial situation but also to be in full control over the long term of any financial, legal and tax consequences that might arise. With our in-depth knowledge of this specialised environment and our excellent insight into exactly what is required, we are able to offer a range of high-quality services tailored to your specific strategic and operational needs. [post_title] => Advisory activities [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => advisory-activities [to_ping] => [pinged] => [post_modified] => 2016-02-20 09:58:19 [post_modified_gmt] => 2016-02-20 09:58:19 [post_content_filtered] => [post_parent] => 181 [guid] => http://www.bz-finance.ch/__new/?page_id=183 [menu_order] => 1 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw ) [13] => WP_Post Object ( [ID] => 165 [post_author] => 1 [post_date] => 2016-01-07 17:37:27 [post_date_gmt] => 2016-01-07 17:37:27 [post_content] => [post_title] => Wealth Management [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => wealth-management [to_ping] => [pinged] => [post_modified] => 2016-01-11 16:44:36 [post_modified_gmt] => 2016-01-11 16:44:36 [post_content_filtered] => [post_parent] => 0 [guid] => http://www.bz-finance.ch/__new/?page_id=165 [menu_order] => 1 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw ) [14] => WP_Post Object ( [ID] => 171 [post_author] => 1 [post_date] => 2016-01-07 17:40:09 [post_date_gmt] => 2016-01-07 17:40:09 [post_content] => Customised solutions Wealth management for us at BZ Wealth Management is not merely a matter of giving you investment advice and managing your assets: BZ Wealth Management also helps you to safeguard your lifestyle and expand your business, manage your savings, plan for your retirement, educate your children and create an inheritance – and more besides. BZ Wealth Management will guide you and your family throughout your life by helping you to better understand the different issues, concerns and financial opportunities that might arise. [post_title] => Customised solutions [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => customised-solutions [to_ping] => [pinged] => [post_modified] => 2016-02-20 09:57:30 [post_modified_gmt] => 2016-02-20 09:57:30 [post_content_filtered] => [post_parent] => 165 [guid] => http://www.bz-finance.ch/__new/?page_id=171 [menu_order] => 3 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw ) [15] => WP_Post Object ( [ID] => 167 [post_author] => 1 [post_date] => 2016-01-07 17:38:15 [post_date_gmt] => 2016-01-07 17:38:15 [post_content] => Our approach Obtaining first-rate investment advice is an essential part of wealth management. However, it is just one piece in the jigsaw. Managing finances, optimising tax, planning for retirement or putting in place an appropriate tax-efficient succession structure may also be required. Because all these aspects of wealth management are interconnected, the specialists at BZ Wealth Management will devise a comprehensive and rigorous management strategy that will be able to meet the various financial requirements at each stage of life: At BZ Wealth Management we take a holistic approach to wealth management, the main aim being to help you achieve your goals in life. You can then have the assurance that you are taking sound financial decisions, that you are free to live your life as you intend, and that you have a clear roadmap of your financial future. Customised advice and services The investment advisor is your first point of contact with BZ Wealth Management. Our advisors take the necessary time to fully understand your financial situation, your objectives in life and your risk tolerance, thereby allowing them to draw up your personal strategy. An approach that is geared to your financial reality BZ Wealth Management believes that a client’s success is intrinsically linked to how clear that client’s ideas are and how well their investor profile has been understood. BZ Wealth Management’s goal is therefore to assist you as the client in creating a strategy for the long term that is appropriate to your situation. Advice at every key moment in your life Just as the markets constantly change, so too can your personal situation and that of your assets over time. Those elements that determine investment success can also fluctuate. Your wealth management strategy therefore needs to be both flexible and adaptable. [post_title] => Our approach [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => our-approach [to_ping] => [pinged] => [post_modified] => 2016-02-20 09:57:12 [post_modified_gmt] => 2016-02-20 09:57:12 [post_content_filtered] => [post_parent] => 165 [guid] => http://www.bz-finance.ch/__new/?page_id=167 [menu_order] => 1 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw ) [16] => WP_Post Object ( [ID] => 169 [post_author] => 1 [post_date] => 2016-01-07 17:39:50 [post_date_gmt] => 2016-01-07 17:39:50 [post_content] => Our philosophy BZWM is able to offer a wide range of open-architecture investment products and services, as well as providing access to international financial markets. Through our own specialists and a substantial network of trusted partners, we are able to give you prudent and far-sighted advice while also delivering a full range of banking services, financing solutions and estate-planning services. With BZWM you can diversify your wealth by opting for dynamic management of your assets, an approach based on rigorous analysis and detailed monitoring. BZWM also gives you the opportunity to look for the best customised alternatives and solutions, depending on your risk profile, your expectations and your priorities. [post_title] => Our philosophy [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => our-philosophy [to_ping] => [pinged] => [post_modified] => 2016-02-20 09:57:22 [post_modified_gmt] => 2016-02-20 09:57:22 [post_content_filtered] => [post_parent] => 165 [guid] => http://www.bz-finance.ch/__new/?page_id=169 [menu_order] => 2 [post_type] => page [post_mime_type] => [comment_count] => 0 [filter] => raw ) )