Since 2003, Chris has developed an international Multi-Family Office model with a holistic approach centred around Clients and focused on wealth management. He retains the interest of a group of entrepreneurial Clients who form the base of his clientele. Before becoming independent Chris spent short of ten years with Bank Paribas between 1995 and 2003 in Geneva and London occupying various functions in corporate banking, investment banking and ultimately in private banking. He became a director and private banker with BNP Paribas in Geneva in 2001 heading the UK market. Chris is a certified International Investment Analyst (CIIA) and a Certified International Wealth Manager (CIWM), who graduated from HEC Lausanne with a Master of Science in Business Administration and Finance.
Asset Manager, Director
Christian joined the Group as an analyst and portfolio manager in 2006, developing the research activity and the asset management group that he still leads today. Since 2010 he has been in charge of discretionary investments and advisory activities for a group of private clients. He holds a Master’s degree in Business Administration & Finance from HEC Geneva.
Caroline joined the Group in 2016 as an Assistant to Portfolio Manager. She has wide-reaching experience in incorporation and management of companies, and has a solid network of local and international banking relations. She is fluent in French, English, Portuguese and Spanish, holds a CFC in commerce and an LBA certificate, and is currently pursuing her studies at the Society of Trust and Estate Practitioners (STEP).
Stefka joined the Group in 2008. She holds a Master’s degree in Accounting and Control from UNWE (University of National and World Economy) in Sofia, Bulgaria. She has worked in Geneva since 2002 and before joining the Group she acquired a solid experience as accountant in the fiduciary and trust sectors, international medical assistance, IT development and the automobile industry.
Asset Manager Assistant
Israa first joined the group in 2019 as an Asset Manager Assistant while completing her Master’s degree in Environmental sciences at the Institute for Environmental Sciences in Geneva. She joined back the group in 2022 with the same function while continuing to work in sustainability part time. She is fluent in French, English and Spanish.
Financial Analyst – intern
Thomas has joined our team in 2022 as an intern. He completed his undergraduate studies at the Erasmus University of Rotterdam and at TU Delft where he specialized in Economics, Statistics and Computer Science. He has a strong interest in Financial Econometrics and specializes in Portfolio and Risk Management. Previously he has worked at the Luxembourgish Central Bank and as a Research Assistant at HEC Lausanne. Having been educated in an international environment he is fluent in English, German, French, Dutch and Luxembourgish. Presently, he is completing his joint master’s degree in Quantitative Finance at HEC Lausanne and the University of St Gallen.
Renowned for his vast expertise in economics and finance, Michel Girardin is an independent adviser at Mt Fort Advisers. In this role he provides analysis and detailed economic forecasts to provide support for the investment policies of the company. A lecturer in macro-finance at the University of Geneva, Michel Girardin has over 25 years of experience in roles as chief economist and head of investment strategy in the Swiss banking sector. In 2012 the magazine Bilan listed him as one of the 300 most influential figures in Swiss economics. Michel Girardin has a doctorate in Economics from HEC Lausanne, the business and economics faculty of the University of Lausanne, and an M.Sc. in Economics from the London School of Economics.
Special situation investments
Janet joined The Blackstone Group in 1989, working for Stephen A. Schwarzman after completing a B.A. in Political Science at Brigham Young University. During her long tenure of 17+ years, Janet was instrumental in running the Office of the Co-Founder, Chairman and CEO in a professional and discreet manner, interfacing with his various constituencies, whilst raising multiple private equity funds, including the largest fund ever raised in 2006 and building an international firm.
In 2007, Janet was invited to form Tegris, a venture capital and asset management boutique, by a former Blackstone colleague, who had been working at Rothschild New York for 10 years. Due to market conditions in 2008, the business plan was unrealized, and Janet was asked to join New Oak Capital to assist with marketing in the US and UK in 2009, where she utilized her contacts to introduce this new entity in the marketplace.
In 2011, Steve Schwarzman invited Janet to return to Blackstone to work with David Blitzer, who had led Blackstone’s London office for 10 years and was heading up a new Tactical Opportunities Fund in New York. In 2013, Tiger Global Management, a hedge fund, recruited Janet to work with the Founder on research and to oversee his office, which she devoted herself to until December 2014.
Since 2015, Janet has headed new business development for Paris-based Studio Adrien Gardère, the award-winning museum and exhibition designer, whilst accepting consulting assignments, including with New York-based Business Council for International Understanding (BCIU), established by President Dwight D. Eisenhower to further communication and peace in the world.
Special situation investments
Oxana was a fund manager at Ashmore Group Plc, an emerging market specialist investment manager overseeing over USD 80bn in assets, and a Director of Ashmore Russian, a subsidiary of Ashmore Group, in charge of ex-CIS investments and operations.
As a portfolio manager, Oksana has been supervising investments across capital structure in a variety of products, including private debt, equity, convertible debt, derivative instruments and guarantees. She joined the Ashmore Special Situations team in 2004. During her 12 years with Ashmore, Oksana was responsible for over $500mm of Ashmore funds invested in the Natural Resources, Logistics, and Industrial sectors. Specific investments included private debt, distressed corporate high yield debt, corporate restructurings involving debt for equity swaps, and private equity investments. The range of Oksana’s responsibilities included investment due diligence, legal structuring, investment oversight as well as achieving exit; the typical investment period was between 6 months and 5 years. Among the larger transactions was the $175mm private equity investment in TAAS Yuryakh, an oil and gas upstream business which was subsequently sold to Rosneft; investments in corporate distressed debt subsequently bought back by the issuers; distressed debt restructuring in Kazakhstan; and a sovereign debt advisory in the republic of Belarus.
Prior to Ashmore, Oksana worked for Salomon Brothers and Merrill Lynch proprietary trading desks.
Oksana has an MBA from INSEAD and an MA in Economics from Moscow State University.
Assistant Vice President, Operations and Client Services
Kiong Mei-Yi is a pioneer member of Rockfort Advisors and serves in areas of Business Operations, Client Relationship and Services Management. Mei-Yi brings with her over a decade of private banking experience. Mei-Yi’s experience includes portfolio management and client relationship management for high net worth Asian client. Mei-Yi joined Rockfort Advisors after a career in JP Morgan Private Wealth Management where she last worked as a Relationship Manager. Prior to JP Morgan, she worked in HSBC Private Bank and EFG Private Bank as an Assistant Relationship Manager covering Malaysia, Thailand and Singapore. Mei-Yi graduated from National University of Singapore with an Honours Degree in Economics.
Sandeep has over 25 years of work experience in banking and finance. In 2018 he founded his own wealth management firm, Rockfort Advisors in Singapore, and is looking after a selective network of entrepreneurial families. Previously, Sandeep was CEO of HSBC Private Bank (South East Asia) overseeing over 300 staff and over USD 20 billion of assets in one of the top 4 private banks in Asia.
Sandeep is a veteran of multiple market cycles. He worked closely with some of the wealthiest global families and on some of the largest businesses in Asia. Sandeep graduated with a Master of Business Administration (MBA), Finance and Marketing from the Faculty of Management Studies – University of Delhi. He is a Doon School alumni.
Manager – Operations and Client Services
Deloris Tan has a depth of experience in the Fund Management industry, having spent 18 years with Eastspring Investments in various important roles in operations, compliance and client support. Her last role was with the regional compliance team, helping to support as many as thirteen overseas subsidiaries and two other joint ventures.Deloris graduated from the University of London with an Honours Degree in Banking and Finance. She is a key member of the Rockfort Advisors family helping the fund management focus in addition to her core focus on compliance, client servicing and operations.
Senior Vice President
Nitin has over twenty years of experience in financial institutions such as American Express, Standard Chartered and BNP Paribas. Nitin has a strong track record in advising and managing capital market investments for top tier families in Asia.
In his most recent role at BNP Paribas, he was working closely with ultra high net worth private clients and assisting them with respect to asset allocation, across multiple geographies.
His areas of interests are bottom up equity evaluation, behavioural finance, macro-economic overlay and geopolitics (game-theory).
Nitin holds an undergraduate degree in business studies from University of Delhi and an MBA (Finance/Strategy) from Nanyang Business School, (NTU) Singapore.