Introduction

NOVALISfinance was incorporated in October 2007 under Swiss company law. Its directors and management wholly own its capital. The company’s objectives are:

1) To assist our customers, navigate the global financial markets successfully.

2) To contribute to a sustainable future with prosperity for our clients.

3) To help reform the way our clients view investments.

NOVALISfinance is a member of the FINMA recognized Swiss Association of Asset Managers (SAAM) and, as such, subject to the Code of Conduct of the Association. NOVALISfinance (FCA Reference Number 762049) is an appointed representative of Rometsch & Moor Ltd (FCA Reference Number 188757) which is authorised authorized and regulated by the Financial Conduct Authority (FCA). .

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Our Services

  • 01

    Discretionary Portfolio Management

    Our priority when managing clients’ financial assets, is listening to them and understanding their needs.

    Initially, we help clients set their objectives and define their acceptable risk, and then we develop an investment strategy that is clearly presented and explained.

    The successful implementation of the agreed strategy requires constant monitoring and assessment of the portfolio.

    Our clients stay informed by receiving regular updates on the status of their portfolio and the latest developments of the markets from their advisor.

  • 02

    Investment Advisory

    Accessibility and independence are the key differences that the compact structure of NOVALISfinance can offer.

    This amounts to constant availability from the managers and a genuine unfettered choice of investment vehicles.

    Investment Advisory services at NOVALISfinance means a trusted personal advisor committed to offering an exceptional investment experience.

  • 03

    Wealth Management

    Financial assets are often only one part of the client’s holding

    Therefore, investors need a comprehensive approach to their financial affairs, such as advice on legal, tax, real estate, or inheritance matters.

    Through its network of professional associates, NOVALISfinance can provide these services and assist clients' needs in a variety of issues that require professionalism and discretion.

Our Team

Our team consists of investment professionals who have extensive experience in finance at major financial institutions

Vincent Perrier

. .

Christian Bohner

. .

George Soulis

. .

Ilias Kechagias

. .

Dimitra Vasilakopoulou

. .

Stelios Stylianidis

. .

Prior to joining Novalisfinance in 2007 as a co-founder, Vincent Perrier, born 1952, participated in the implementation of the Correspondent banking department of Banque Cantonale Vaudoise (BCV), in Lausanne, which he ran from 1993 to 2006. He developed the network of correspondent banks, organised and managed the program of country and bank risks in association with the bank’s international business. Before joining BCV as branch manager in 1982, he worked with Credit Suisse in Lausanne and Zürich as credit manager. Vincent Perrier has a Master in Political Sciences of Lausanne University and is graduate of the Swiss Banking School (Swiss Financial Institute). A part of being chairman of Novalis finance, Vincent Perrier is in charge on the company’s financial management and all regulatory issues linked with its business. Since 2018, he acts as president of the Swiss Museum of games foundation.

Christian Bohner, born 1945, was the economic adviser of Banque Cantonale Vaudoise (BCV) in Lausanne from 1981 to 2003. In this function, he was responsible for the financial communication of the Bank, for economic analysis and forecasts, as well as for studies of the monetary, financial and banking environment. Before joining BCV, he worked from 1970 to 1981 as an economist at Swiss National Bank in Zurich and Bern. During this period, he was temporarily transferred to the Swiss Department of Foreign Affairs and spent 2 years at the Swiss OECD Delegation in Paris, following the economic and monetary committees of the Organization. Christian Bohner has a Master in Economics of Lausanne University. Since he retired in 2003, he acts as president or treasurer of several foundations and associations.

Prior to joining Novalisfinance in 2007 as a co-founder, Georgios Soulis was fund manager of AIG Mutual Fund in Athens-Greece from 1998-2008, where he was involved in the management of various global mutual and institutional funds. During his tenure at AIG Mutual fund Co., assets grew significantly – over EUR500mio at its peak. Georgios Soulis also headed institutional asset management division (Private Pension Schemes) and set on the Investment Management Board. He established four Mutual Funds customized to their financial/performance needs. Before joining AIG MF Co., Georgios Soulis spent 6 years as equity trader on OLYMPIC Securities SA brokerage firm in Athens-Greece and was also head of the Marketing division for institutional and private clients and set on the Investment Management Board as well. Prior to join OLYMPIC Securities, he was employed at PRUDENTIAL SA –an actuarial firm- from 1992-1996 as an advisor for actuarial studies for pension schemes. Georgios Soulis holds a Degree in Mechanical Engineering with major in Fluid Dynamics and a Master of Business Administration with major in Marketing. Georgios Soulis, as co-founder and CEO of Novalisfinance, holds various positions as advisor on investment committees for Pension Schemes, Employees’ Federations, Insurance Companies and Insurance Association. In addition, he is a member of the Advisory Committee of Hellenic Association of Insurance Companies for the implementation of Interim Measures for SOLVENCY II.

Ilias started his career at National Bank of Greece spending 3 years as equity sales trader at the international equities desk, before joining Bank of America in London as an associate at the Global Markets Group. He then joined Nomura in London, where he was appointed Executive Director and spent 6 years focusing in Global Markets products for Emerging Markets. Ilias joined Novalisfinance in 2016 responsible for the expansion of the firm in the UK. Ilias holds a Bachelor of Arts degree from Athens University of Economics and an MBA in Finance from New York University Stern School of Business.

Dimitra has an experience in asset management for more than 20 years. Her career in finance started at Geniki Mutual Fund Co. as financial analyst and portfolio manager and before joining NF in 2017, she was Investment Director at Attica Wealth Management for 16 years responsible for the Strategic and Tactical Allocation of multi asset Funds and HNWI portfolios. She is Certified Financial Analyst and Portfolio Manager by the Hellenic Capital Market Commission and Certified derivatives expert by Athens Stock Exchange. She has been awarded for 4 consecutive years (2012 – 2016) as best Greek Fund Manager in the category of global equities funds. She holds a degree in Economics from Athens University of Economics & Business and an MBA in Finance from ESCEM, France.

Prior to joining Novalisfinance, Stelios Stylianidis was senior executive at Prelium Investment Services for 3 years and Head of Private Clients Portfolio Management / Head of Sales at Attica Wealth Management for 9 years, before that. He is a member of a number of Investment Committees of Institutional Investors and Occupational Pension Funds and has been a member of the EU Working Group for the Occupational Pension Funds and the Ministry of Labour for the Reform of the Supplementary Pension Scheme. He has 20 years of experience in the financial sector and he is a lecturer in certification seminars for business executives. He studied Financial and Banking Management at the University of Piraeus, received his MSc in Finance and is a Certified Investment Manager & Analyst by the Capital Market Commission.

Contact Us

We are at your disposal

NOVALISfinance S.A.

Address: Rue de l' Eglise Catholique 1

CH-1820,Montreux,Switzerland

T.: +41 21 963 75 00

info@novalisfinance.ch

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