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The company
Where we came from
Bally Capital Advisors AG has been founded in November 2003 by Jacques Bally following a career of more than 20 years working for private banking desks of prestigious banks in Geneva and Zurich.
The Bally family members are descendants of the "Dame Royaume", iconic and heroical figure who played a crucial role in the battle that Geneva led against the invasion by the Duc de Savoie Charles-Emmanuel in 1602. Descending from a long-lasting lineage, the Bally family members always bear in mind a long-term investment horizon. They are aware that when one gets involved in the investment universe, being short-sighted can only lead to one misfortune.
Bally Capital Advisors AG is a member of the Swiss Association of Asset Managers (SAAM) and the Groupement Patronal des Gérants de Patrimoines (GPGP), which is the oldest association of Asset managers in Switzerland. The GPGP is an exclusive committee which comprises some of the oldest and most traditional families in Geneva.
" Stones have no hope of being anything but stones. However, through collaboration they get themselves together and become a temple "
Antoine de Saint-Exupéry
Meet The Team
Jacques Bally
Chairman & CEO
is the founder of Bally Capital Advisors, which was created in 2003 after 22 years of experience in Private Banking in Geneva and Zurich. He previously held top management positions within Latin American Private Banking Desks. Jacques Bally graduated from the University of Lausanne, Switzerland. He is fluent in French, English, Spanish, Portuguese, Italian, and German.
Anatol Nikiel
Relationship Manager
graduated from one of the top hospitality schools in Switzerland with a Specialization in Finance and Business Management. He started his career with Bally Capital Advisors in 2020 as a junior portfolio manager, where he established effective
investment model portfolios based on market dynamics, and strategies valuations. With his background in hospitality, he has always been keen on forming close and transparent client relationships.
Thereafter, showing strong leadership and a drive for keeping good relations with the clients he is now working as a relationship manager. Through this position, he achieved new investment horizons
and opened new market clientele for the company.
Racheleano Mecozzi
Director
is the Business Development Manager for Swiss and Latin Europe. From 2005, he worked as Manager of Anker Bank S.A/BCGE Lausanne Branch and Senior Wealth Manager. In 2008, he was promoted to Director and worked there until 2012. From 1999 to 2005, Racheleano Mecozzi was the Manager of the Swiss Private Clients Office at the BCGE headquarters. From 1987 to 1999, he was the Manager of the BCGE branches in Molard-Genève and Chène-Bourg, in charge of the commercial and financial market activities. Racheleano Mecozzi has more than 40 years of experience and knowledge in the banking sector. He has joined Bally Capital Advisors S.A. in February 2019.
Xavier Rubio
Senior Relationship Manager
is the Head of Wealth Management, responsible for business development and sustainable client solutions. Xavier has 20 years of experience in the Financial Industry and has worked at Barclays Private Bank Switzerland, BCGE Lausanne, and other External Asset Managers. He holds a bachelor’s degree in finance and is certified inFinancial Planning. Xavier lived in 4 different countries and speaks fluently French, Spanish, English, and German.
Administrative Assistant
is a graduate of HEC Lausanne with a Bachelor's degree in Management and advanced knowledge in finance. She has experience in corporate finance, financial analysis, and investment strategies, having worked on projects such as corporate capital structuring (Nike) and industry evaluations.
Alongside her academic background, Ségolène has extensive experience in event coordination, customer service, and team supervision. As a swimming instructor and coordinator, she has successfully led aquatic programs, supervised summer schools, and organized large-scale events.
She is fluent in French (native), proficient in English (B2), and has basic knowledge of German (A2). Her IT skills include Excel, PowerPoint, Word, and basic programming knowledge in Python and R.
Fausto Tartaglione
Administration Manager
has worked for more than 30 years in the banking sector, particularly in retail banking, as a Senior Advisor for private clients and SME, and then as an Office Manager for Swiss well-known banks in Geneva. He is still now an assessor for the final exams of apprenticeship in the banking sector and was a neutral assessor for the final exams for Business Schools until June 2015 and apprentice commissioner until December 2011.
Laurent Maurel
Financial Analyst
is a seasoned investor and financial analyst with over 20 years of expertise in the metals and mining sector. As the founder of Recherche Bay, he provides market analysis and investment insights for Family Offices and Private Equity firms. His expertise includes asset valuation, financial due diligence, and portfolio strategy, with accreditation from the AMF.
Prior to founding Recherche Bay, Laurent held leadership roles in engineering and software development, managing international projects in astrophysics and finance-related technology. His background includes experience in financial data analysis, Microsoft-certified software engineering, and network architecture.
He is fluent in French (native), English (fluent), and German (professional level).