ABOUT US
Who we are
We are a wealth management firm that blends Swiss financial tradition with the dynamism of modern entrepreneurship.
Our approach is bespoke and independent, delivered with a high-touch, personal service built on trust and long-standing relationships.
At Vault Wealth Management, we do more than manage assets: we shape enduring legacies that can be passed down through generations. By understanding the unique ambitions of every client, we deliver strategies that safeguard and grow wealth, ensuring your family, vision and, legacy thrive well into the future.
HOW WE WORK
Primary advisor and trusted partner
We co-ordinate every aspect of your wealth strategy, from investment management and portfolio oversight to long-term planning and governance.
And while we manage the complexities, our service is designed so you always remain fully in control of your assets. Not only by confirming your risk tolerance and investment objectives, but also through you maintaining sole control over any money movements.
Only you can authorise transfers from your accounts. For security and transparency, your accounts remain in your name (or name of the designated entity such as a Company or Trust) and all transactions are executed directly through your chosen custodian bank.
You stay in control
We advise you; you instruct us. Your accounts stay in your name, always with full transparency.
Safe and regulated
We are regulated and licensed by FINMA, the Swiss financial regulator and fully compliant with standards.
Effortless engagement
We are regulated and licensed by FINMA, the Swiss financial regulator and fully compliant with standards.
Choice of banks
You benefit from our relationships with top-tier banks like UBS, HSBC, Mirabaud, J. Safra Sarasin, UBP, BCGE (Banque Cantonal de Geneve) and CIM.
Better insights
Working with many institutions gives us a wider view of the markets and sharper investment research. Better insights mean a better service.
Entrepreneurial energy, enduring relationships
OUR TEAM
An experienced team
Personal relationships lie at the heart of what we do. Our leadership combines decades of financial expertise with entrepreneurial energy. And our services work because of the depth of relationships we have with our clients and partners.
The core team has worked together since 2018, when the firm was founded as Shard Capital Advisors. Over time it evolved and rebranded as Vault Wealth Management in 2025; a natural progression that allowed the team to refine its focus on what matters most: independence, collaboration, and client success.
Location is not a barrier to us, but we are not an online-only presence. Our Geneva office is an extension of our clients’ own offices: always accessible and responsive.
Pierre Botros
CEO & Partner
Michel Marco
Founder & Board Member
Marco Groppi
Co-Founder & Board Member
Olivier Mathis
CIO & Board Chairman
Manal Abou Ali
Administrative Director
Joy Savoini
Compliance, Risk & Legal Officer
Integrity, security and independence
OUR VALUES
Our core values
Our values define everything we do, and how we protect, manage, and grow your wealth. With integrity, security, independence, agility, and sophistication.
Trusted
Trust is the cornerstone of our client relationships. Every action, recommendation, and interaction is built on a foundation of integrity and transparency, ensuring that you feel secure in our care.
Secure
Your wealth is your legacy, and we are committed to safeguarding it. Our solutions are reliable, secure, and tailored, using the very best institutions and regulatory best practice.
Independent
We offer unbiased, conflict-free advice that puts your interests first. Our commitment to independence ensures our service is aligned with your specific goals and values, not influenced by third-party interests.
Agile
In a fast-moving global financial environment, we pride ourselves on being nimble and flexible. This allows us to adjust strategies quickly and effectively, ensuring that we meet your needs with precision and speed.
Sophisticated
We know our clients are sophisticated individuals with complex financial needs. Our services are equally sophisticated, combining cutting-edge financial tools, in-depth research, and unparalleled expertise.