a couple of men sitting at a desk in an office

EG INVEST SA

Our TEAM

An elegant architectural close-up of a modern Swiss banking pavilion facade, clean lines, soft natural window light, deep navy shadows and warm gold reflections, 35mm
An elegant architectural close-up of a modern Swiss banking pavilion facade, clean lines, soft natural window light, deep navy shadows and warm gold reflections, 35mm

Our directors and advisors combine Swiss rigor with deep expertise in financial markets, income-generating real estate, and alternative assets.

Excellence guided by expertise

/ Governance & Rigor

A highly qualified management team

Each member of our investment committee brings unique sector expertise, ensuring rigorous asset allocation and optimal preservation of your capital.

Edoardo Alberto Gérard Mortara

Chief Executive Office

Manager

General manager

Financial Advisor

TEAM

Simon Adamian

Samuel Chatila

Josef Mortara

Manager

Gabriel Mortara

As Chief Executive Officer of EG INVEST SA, he defines the company's strategic vision and oversees all its operations. He ensures the company's growth and the quality of relationships with partners and investors, while upholding high standards of governance, confidentiality, and professionalism. He is committed to driving sustainable growth by prioritizing rigorous management, thoughtful decision-making, and personalized support for every client.

The General Manager oversees the day-to-day operational management of EG INVEST SA. He coordinates teams, ensures the successful execution of projects, and guarantees the quality of the services provided. He ensures that operations are conducted with rigor and efficiency, and in compliance with company standards.

The Financial Advisor assists clients in analyzing their financial situation and goals. They develop tailored recommendations, provide personalized follow-up, and help implement investment strategies aligned with each client's profile and expectations.

The Manager coordinates teams and oversees the smooth running of operations. They organize priorities, support staff in their tasks, and ensure that every file is handled with rigor and efficiency, in compliance with EG INVEST SA’s quality standards.

The Manager oversees the team's daily activities and ensures the smooth coordination of operations. They manage case follow-up, ensure compliance with internal procedures, and contribute to delivering professional, responsive, and high-quality service to EG INVEST SA's clients.

Close-up of hands reviewing financial charts and architectural blueprints on a solid oak table, soft side light, professional and quiet atmosphere, 35mm
Close-up of hands reviewing financial charts and architectural blueprints on a solid oak table, soft side light, professional and quiet atmosphere, 35mm

Investment Committee

Strict collective governance

Our committee meets weekly to analyze every investment opportunity. We apply rigorous evaluation criteria, combining fundamental analysis of income-generating real estate with quantitative modeling of digital assets.

This Swiss rigor ensures that only cases with a perfectly controlled risk profile are included in our client portfolios.

Talk to our experts

Schedule a private and confidential meeting to define your long-term asset allocation strategy.