Our team brings over 100 years of collective global financial and banking experience. This expertise, coupled with our network of strategic partners allows us to provide an effective and valued multi family office service to our clients
Meet the Team: A team of dedicated professionals with global expertise & experience.
Milan S. Morjaria
Milan S. Morjaria
++Milan S. Morjaria founded MSM Investment Advisors S.A. in 2010. Milan has 30 years’of experience in the wealth management industry. He began his career in 1988 at Citigroup’s wealth management business as a management associate. Over 22 years, he took on roles as an investment advisor, private banker and business manager. His last assignment was in Geneva, Switzerland as managing director focusing on the Private Bank’s Ultra High Net Worth and Family Office client franchise.
Milan graduated from the London School of Economics in 1988 with a Bachelor’s degree in Economics.
Arpana Sharma Morjaria
Arpana Sharma Morjaria
Arpana Sharma-Morjaria joined MSM Investment Advisors S.A. as a Director in 2010. Prior to this, she spent 20 years in the world of fashion and choreography as a Television Presenter and Actor.
She earned a B.Sc. (Hons) degree in Science from the University of Bhopal, India
Rodney Allen
Rodney Allen
Rodney Allen has been working with MSM Investment Advisors S.A. since its founding. He has over 30 years of experience advising wealthy individuals and their businesses on tax, estate planning and cross – border issues. Rodney has held senior fiduciary and management positions with Barclays (2006 -2010), Credit Suisse (2005-2006) and Citibank (1994 -2004).
Before entering the Wealth Management industry, Rodney spent over 9 years as an International Tax Advisor at Arthur Anderson & Co in the US and the Netherlands.
He is a member of the State Bar of Texas State. He earned a B.A. degree in English at James Madison University; a J.D. degree at the School of Law – University of Richmond; and an L.L.M. at the University of Oregon School of Law.
Ikuko Morimoto
Ikuko Morimoto
Ikuko Morimoto joined MSM Investment Advisors S.A. in September 2017 as a Managing Director. She has over 25 years’ experience in the Wealth Management industry. Ikuko worked as a Management Consultant at McKinsey & Co. and Mitchell Madison Group in Japan, Europe, US and Australia with a special focus on financial institutions (1991 to 1999). She subsequently joined Lombard Odier’s Private Clients as a Private Banker serving Ultra High Net Worth families based in Asia and Europe.
She earned a B.Sc. degree in International Relations from the London School of Economics and Political Sciences. She holds a M.A. in International Economics with distinction from the Johns Hopkins University School of Advanced International Relations (SAIS).
Ezequiel Bosch
Ezequiel Bosch
Ezequiel Bosch joined the firm in August 2014 and is responsible for leading the firm’s Investment Committee in the development and implementation of its overall investment strategy.
Ezequiel has over 30 years’ experience in the Wealth Management industry. He is a senior executive with international investment advisory, portfolio management and executive team management experience. Recently as a Managing Director for HSBC’s Latin American unit, he built a team of eight advisors that was consistently ranked one of the top performing regions.
He is a licensed CFA (1994). He received his M.B.A. from New York University’s Stern Business School (1988) and his B.A. from Duke University (1983).
He is fluent in English, Spanish and French.
Gaurav Mehra
Gaurav Mehra
Gaurav Mehra joined MSM in February 2013 as a Trader and Investment Advisor to pursue his passion in trading. He has led the Trading and Advisory business and brings 10 years’ experience in FX and Capital markets.
Prior to joining MSM, Gaurav was CFO at a large Ethanol/Biodiesel trading house in Geneva (2006-2012) where he was responsible for over $400M of the firm’s assets.
He holds a Bachelor’s Degree in Accounting and Finance from the University of Delhi and an M.B.A. degree in Finance from the University of Geneva.
Victoria Gabb
Victoria Gabb
Victoria Gabb has been with MSM Investment Advisors S.A. as an Executive Assistant to the founder since inception. Victoria has over 10 years of experience in the Wealth Management industry starting in 2007 when she joined the Wealth Management business at Citibank Switzerland.
She is the Chief Operating Officer for the firm and is responsible for the day-to-day management of the MSM office, functioning of the team, HR, special projects and oversight of the administrative team. She is also responsible for the organization and management of client events and conferences.
Markus Bettels
Markus Bettels
Markus A. Bettels joined MSM Investment Advisors S.A. as a Relationship Officer in 2011. Markus has over 14 years’ experience in the Wealth Management industry. He began his banking career at Citibank (Switzerland) AG in 2003 as a Junior Banker Assistant focusing on European Ultra High Net worth families.
He earned a B.A. degree in Political Science and Communications from Denison University, USA in 2003
Michelle Di Franco
Michelle Di Franco
Michelle Di Franco joined MSM Investment Advisors S.A. as a Relationship Officer in 2013. She has over 17 years’ experience in the Wealth Management industry. She spent the first 11 years working in the investment management division at JP Morgan and subsequently joined Citibank (Switzerland) AG in September 2013 focusing on Greek Ultra High Net Worth clients.
Toni Apostoloski
Toni Apostoloski
Toni Apostoloski joined MSM as an Investment Analyst in 2019. He has over 5 years of investment experience. Prior to joining MSM, Toni worked at Banque Heritage as a Portfolio Manager where he managed a dedicated number of multi-asset investment portfolios and also acted as an Investment Advisor.
Toni holds a Bachelor in Economics and a Master’s degree in Finance (Financial Engineering and Risk Management) from HEC Lausanne. He is fluent in French, English, Macedonian and has good knowledge in Spanish and Italian.
Marian Marusca
Marian Marusca
Marian Marusca joined MSM Investment Advisors S.A. as a Relationship officer in 2019. He has over 12 years’ experience in the Wealth Management industry. He began his career at Bank of Ireland in Dublin and subsequently joined Merrill Lynch International Bank (Ireland). His last assignment was at Banque Paris Bertrand focusing on European and Middle East Ultra-High Net Worth Clients.
Marian holds a diploma in Human Resources Management and completed the Apprenticeship program from Merrill Lynch International Bank in Dublin, Ireland.
Karin Hartmann Tan
Karin Hartmann Tan
Karin Hartmann Tan joined MSM Investment Advisors SA as an Administrative Assistant in 2020. She has over 20 years’ experience as an Executive and Administrative Assistant with multinational companies. Her previous assignment (2008-2019) was at the European headquarters of ADM International in Rolle as an Executive and Personal Assistant providing support the CFO and Tax Director at ADM Corporate office.
Karin studied at the Modern School of Business and Languages in Lausanne, Switzerland, designed for International careers in enterprises and organizations where knowledge of several languages and business is required.
We rely on a network of partnerships with independent professional firms to address all legal, trust and fund administration matters
Worldwide footprint for global families
UAE
Sheikh Mohammed bin Rashid Blvd - Dubai
MSM Investment Advisor S.A.
Rue de la Rotisserie 11 CH- 1204 Geneva Switzerland
New College Capital Ltd
39-40 St Jame's Place London SW1A 1NS United Kingdom
- Physical Presence
- Serving Clients
- Strategic Partners