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William Tamaloust

Chairman

 

  • Created the new strategy for growth. The 2022 and Beyond Finance Strategy for WFides is based on focused investment in liquid assets, certificates, savvy selected funds with upmost profitability, versus peers and relative index, and managed to select strategies with focus on sharp ratio with high value (low volatility) while achieve above average performance.
  • Seasoned Chairman and Chief Executive who has delivered continuous success in creating and managing companies over the last 25 years in over 33 countries across the globe. Participated in both senior management and board positions in the creation of several successful start-up companies, invested and launched successful IPO’s and highly profitable trade sales to major global corporations (USD 1.1Bn+).
  • 2 successful IPO (NASDAQ)
    • Parametric Technology Inc (PTC ; USD 1Bn+ valuation when he left)
    • Demandware (Salesforce) (CRM ; USD 1Bn+ valuation when he left)
  • 4 successful and highly profitable trade-sales from several hundred million USD to billion USD transactions
    • Edocs purchase success by Siebel then purchase success by Oracle
    • Petrolsoft purchase success by Aspentech
    • Riversand purchase success by Syndigo
  • Partner in Fund Creation for Ukraine and eastern countries – Developed roadshows and investment programs for two Financial Funds of $200 m
  • Created WFides in Dubai and moved to Switzerland (canton SZ) for private investment and specialized in Green Energy project acquisition and development within Wind & Solar Energy. Participated in a 380Mw bid for offshore Wind Projects in the Baltic sea in Germany, developed 1 GW in Solar Italy, 1 GW Greece, etc.
  • Participated in strategy and execution of start up’s and managed to create valuable, profitable companies with name recognition. Managed to be in all best Gartner, Forrester, IDC reviews.

William has :

  • Masters Degree in Engineering, economy and Finance from the Prestigious Ecole Centrale Paris, France.  

 


  

 Joël Kohli

CIO

 

  • Created the new strategy for growth. The 2022 and Beyond Finance Strategy for WFides is based on focused investment in liquid assets, certificates, savvy selected funds with upmost profitability, versus peers and relative index, and managed to select strategies with focus on sharp ratio with high value (low volatility) while achieving above average performance.
  • Dynamic and professional securities advisor/trader with 20+ years of progressive experience and proven leadership skills.
  • Advisory in August 2018, Union Bancaire Privée – UBP SA offered him to supervise 20 Relationship Managers on Swiss and UK & International desks as Senior Investment
  • In April 2005 , Joël joined Credit Suisse Private Banking & Wealth Management as a Senior Investment Consultant (Affluent and HNWI). In January 2014, he moved to the Premium Segment (UHNWI domiciled in Switzerland) as Senior Solution Manager.
  • In April 2003, he founded and co-managed KH Invest SA with the objective to create a long-term track record as a trader on financial futures.
  • After the merger with HSBC Guyerzeller Bank (Suisse) SA in January 2002, he joined the Advisory Desk as Equity and FX Advisor. • He is hired with his boss Christophe Bohnet at Crédit Commercial de France (Suisse) SA in July 1999 where he assumed the functions of Securities Dealer, Equity Advisor and Nostro Trader in Equities and Equity Derivatives. He was also a member of the Asset Allocation & Investment Committee.
  • Joël began his carrier in banking in January 1996 at Raiffeisen Suisse in St-Gallen as a back-office (Eurobonds) employee. One year later, he was transferred to the front as a Junior Securities Dealer. In August 1998, he moved to Geneva and joined Barclays Private Bank (Suisse) SA, with the same role.

Joël has:

  • Certified Wealth Management Advisor CWMA, Credit Suisse (Switzerland) Ltd. December 2016
  • Bank advisor for Banque Raiffeisen du Chablais Vaudois, Bex 1993 – 1995  
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