Wealth Management
We manage our clients’ portfolios like we manage our own.
Committed to delivering outstanding performance, we strive for transparency, simplicity, and efficiency in managing our clients’ wealth.
By choosing Dominicé, our clients rely on our proven investment expertise and benefit from solutions we are also invested in.
Our Investment
Know-How
We are highly respected internationally for our investment know-how. Our success stems from our ability to create solutions through a rational and scientific approach and to develop products and portfolios that align fully with our vision of the global economy.
Dominicé’s investment strategy has stood the test of time and proven its ability to grow our clients’ wealth regardless of the market cycles.
With investment solutions in real estate and alternative investments in addition to equities, Dominicé is able to deliver positive risk-adjusted returns to accumulate wealth.
Our
Principles
The investment principles that we have set for our private clients are of fundamental importance to us:
- We maintain a long-term view of the global economy when designing investment portfolio.
- We follow a rigorous quantitative process to mitigate behavioral bias that impairs decision-making in the investment world.
- We constantly search for quality assets and investment opportunities that are fundamentally sound.
- With every investment, we thoroughly assess and manage broad market risks.
Performance Meets Risk Management
Our ability to balance performance and risk management is at the heart of our investment success. We add value in three ways:
- Investment Expertise: we capitalize on our years of experience to design and manage high-quality, specialized investment strategies.
- Asset Allocation: we have developed an in-house proprietary indicators to determine when to overweight or underweight equities.
- Risk Management: we have the expertise and infrastructure to provide comprehensive risk assessment and propose bespoke hedging programs.
Model Portfolio
The example is representative of a Balanced Client Portfolio as managed by Dominicé’s Wealth Management. The portfolio has been reproduced with the Client’s permission. Please note that the indicated performance has been calculated by the Client’s bank.
performance
performance
Observation period: September 2003 – September 2024 (in CHF). Cumulative performance since inception.Note: Past performance is not necessarily indicative of future results. All performance figures are before taxes.
Open Architecture
Our open architecture policy means that we invest in third-party instruments as well as our own products.
Management Fees
At Dominicé, our management fees are transparent. We strictly adhere to the principle of not accepting retrocessions from third parties.
DISCLAIMER THIS WEBSITE DOES NOT CONSTITUTE AN OFFER OR INDUCEMENT TO FURNISH INVESTMENT MANAGEMENT OR ADVISORY SERVICES BY DOMINICÉ & CO – ASSET MANAGEMENT.
UNITED STATES THIS WEBSITE DOES NOT CONSTITUTE AN OFFER TO FURNISH INVESTMENT ADVISORY SERVICES BY DOMINICÉ & CO – ASSET MANAGEMENT IN THE UNITED STATES OR TO ANY U.S. PERSON. DOMINICÉ & CO – ASSET MANAGEMENT’S PRIVATE CLIENT SERVICES ARE NOT OFFERED IN THE UNITED STATES OR TO ANY U.S. PERSON.
Our team
Doris Baruh Hornfeld
Jonas Comte
Michel Dominicé
Benoît Mandosse
Bertrand Mottard
Doris Baruh Hornfeld joined Dominicé in 2021 as an assistant to the private wealth management team.
Prior to joining Dominicé, Doris worked as an investment assistant at BNP Paribas, Rothschild & Co and Citi.
Doris holds a Bachelor’s degree in Economics from Bosphorus University in Istanbul.
Jonas Comte joined Dominicé in 2022 as a Wealth Manager.
Previously, Jonas was a fixed-income sales trader at Valcourt, where he was responsible for developing the fixed-income product offering. He began his career in the Wealth and Asset Management departments of Banque Cantonale Vaudoise and at UBP Banque Privée as an investment specialist, where he co-managed advisory portfolios and thematic equity certificates.
Jonas holds a Bachelor’s degree in Business Administration from the University of St. Gallen and is a CFA charterholder.
Michel Dominicé, PhD, created Dominicé & Co in 2003 when he launched his first investment fund, based on his research on the myopic behavior of equity investors. Since then, he has developed the company’s offering, which today includes a range of specialized investment products. These comprise volatility, equities and real estate funds, as well as private asset management services.
Prior to founding the company, Michel was Head of the US and Global Equity team at Lombard Odier in Geneva, Switzerland, overseeing CHF2 billion in equity investments. He began his career holding research positions in various international financial institutions in Geneva, London, New York and Hong Kong.
Michel earned a PhD in Economics from the University of St. Gallen. He presented his doctoral thesis on monetary policy while working at the National Bank of Romania.
Since joining Dominicé in 2013, Benoît Mandosse has developed the private asset management business, capitalizing on his expertise in wealth management, as well as on the company’s unique investment approach.
Prior to joining Dominicé, Benoit worked at Lombard Odier in Geneva, successfully managing the wealth of high net-worth individuals for over 12 years. He also worked in the financial consulting department of Arthur Andersen and PricewaterhouseCoopers. He began his career in auditing at Arthur Andersen in Geneva and London.
Benoit obtained his Master of Science in Economics from HEC Lausanne.
Bertrand Mottard joined Dominicé in 2024 as a Senior Advisor in Wealth Management.
He brings extensive financial advisory expertise, with over 20 years of experience in equity arbitrage trading, business development, and alternative investments (hedge fund strategies and private markets) gained at J.P. Morgan and Rothschild & Co, across Europe and Asia.
Bertrand holds a Master’s degree in Management from HEC Lausanne and a Master’s in Finance (203) from the University of Paris-Dauphine. He also studied Corporate Finance at ESCP Paris Business School. He is a Chartered Financial Analyst (CFA).