About the Firm.
A Swiss approach to private finance, wealth and business relationships.
A Swiss Approach to Private Finance
We are a Swiss financial and wealth-focused firm based in Lausanne.
Established in 2012, the firm operates across financial consulting, wealth-related services, fund management and business intermediation.
We work with private clients, investors, families, entrepreneurs and selected business counterparties.
Finance, wealth and business.
Our work sits at the intersection of finance, wealth and business.
This allows us to look beyond individual financial products and consider the wider context in which investment and wealth decisions are made.
A relationship-led approach to financial matters.
Every client has different objectives, circumstances and expectations.
Our role is to understand those requirements first, then provide appropriate financial guidance, identify relevant opportunities and facilitate relationships where they may create value.
Private finance requires discretion.
We believe trust is built through consistency, transparency and long-term relationships.
Our objective is not to maximise the number of relationships we maintain, but to develop meaningful ones.
Leadership, Investment & Governance
Our Management Team
Our management team brings together senior leadership, investment and business-development expertise with a strong focus on financial advisory, wealth management, family-office services and selected business opportunities.
António José
Managing Partner & President
Antonio provides the firm's overall strategic and executive leadership, with a particular focus on financial advisory, client relationships and the development of long-term business partnerships.
Main responsibilities
- Overall management and strategic direction of the company
- Financial advisory and senior client relationships
- Development of relationships with private investors, entrepreneurs and business partners
- Oversight of investment, wealth and business opportunities
- Negotiation and structuring of selected business transactions
- Strategic decision-making and development of the firm
Maria Chora Rodrigues
Managing Partner
Maria oversees the firm's administration and day-to-day coordination, while supporting client relationships and the development of financial, wealth-management and business activities.
Main responsibilities
- Management and administration of the company
- Client relationship management and ongoing client coordination
- Coordination of financial advisory and wealth-related activities
- Follow-up of commercial and investment opportunities
- Coordination with clients, counterparties and business partners
- Support for the firm's wealth-management and financial-intermediation activities
Robin Rivier
Investment & Business Development Director
Adrian leads the identification and development of selected investment and business opportunities, building relationships with investors, companies and strategic counterparties across relevant markets.
Main responsibilities
- Identifying selected investment and business opportunities
- Developing relationships with investors, companies and financial partners
- Screening and assessing potential transactions and opportunities
- Supporting transaction structuring and commercial negotiations
- Developing the firm's international business network
- Managing business-development initiatives and strategic introductions
- Supporting investor–company relationships and private opportunities
Adrian Clivaz
Compliance & Regulatory Officer
Robin supports the firm's internal compliance framework, documentation and regulatory processes, helping maintain appropriate standards across client relationships, transactions and business activities.
Main responsibilities
- KYC and AML procedures
- Compliance monitoring and internal controls
- Client and transaction documentation
- Risk and compliance checks
- Monitoring applicable financial and regulatory requirements
- Supporting internal governance and compliance procedures
- Coordination with external legal, regulatory and fiduciary advisers when required
Based in Lausanne.
The firm's headquarters are in Lausanne, Switzerland.
Utrust SwissFinance
Avenue du Rond-Point 18
1006 Lausanne
Switzerland
