Penta sits at the crossroads of financial markets expertise and servicing excellence for our clientele
2010: Penta Asset Management SA was founded in Geneva by Maurice A.Benezra and a group of financial experts coming from UBP. The Swiss entity is now led by William Jaccard (Partner, CEO)
2012: The activity was expanded in Monaco with the launch of Penta Advisory Monaco SAM, and in subsequent years with Penta Monaco Multi Family Office SAM under the leadership of Maurice A.Benezra (CEO) and Franck Biancheri (Founding Partner, Managing Director)
2024: Penta is now a CHF 1.5bn International Wealth Management Group serving a demanding HNWI clientele on all aspects of their financial needs
Penta has privileged access to prominent custodian banks based in Switzerland and in other important financial centres where clients assets are safeguarded
Penta is licensed in Switzerland by FINMA (Swiss Financial Market Supervisory Authority), AOOS (ASG’s supervisory body for portfolio managers and trustees), in Monaco by CCAF (Financial Activities Supervisory Commission) and is audited by KPMG