Board Members


Grégoire Baudin

Vice President, Dreyfus Sons & Co. Ltd

Grégoire Baudin is Vice President of Dreyfus Sons & Co. Ltd, Basel, Switzerland

He has worked at Dreyfus Sons & Co, since 2008 and manages a portfolio of UHNWI and HNWI of Swiss and foreign clients.

Mr. Baudin is Swiss and holds a Master's degree in Sciences together with the Federal Diplomas of Financial Analyst and Portfolio Managers and also Expert in Finance and Investments. Mr Baudin is a part time teacher in Wealth Management in Switzerland for the Certified International Wealth Manager program CIWM.

Marshall Beyer

Director, Credentials Development, Canadian Securities Institute a division of Moody’s Corporation

After graduating with a Business degree from the University of Manitoba, Marshall started his financial services career with Richardson Greenshields (RG) a Canadian full service investment dealer. Over his 12 years at RG (1982-1994), Marshall became a Vice-President and senior analyst within the organization’s research department.

In 1995, Marshall joined the Canadian Securities Institute (CSI), Canada’s exclusive educator and examiner for individuals seeking employment and/or registration within the investment industry.

Marshall started out with CSI as an Academic Director focused on its derivative courses and examinations before assuming leadership of CSI’s course development department where for 10 years he led a team of 15 subject matter experts who were responsible for the creation and maintenance of CSI’s 150+ courses and programs that address basic securities, derivatives, alternative investments, trading, portfolio management, financial planning, wealth management, compliance and risk management areas.

In 2010 Moody’s Corporation purchased CSI and Marshall’s focus has been on investigating, sanctioning and developing the specifications for new certification programs and developing domestic and international partnerships that will help expand the recognition and reach of these programs.

Marshall lives in Toronto, Canada with his wife and son.

Thierry Hertig

Managing Director, Banque Cantonale Vaudoise

Thierry Hertig is currently Head of the VIP initiative for the Private Banking clientele of BCV in Lausanne, Switzerland.

He was formerly Managing Director responsible for developing the UHNWI segment within the Private Bank in Switzerland at Credit Suisse in Zurich & Geneva, Switzerland.

Previous responsibilities included relationship management for Swiss Multinational companies at Credit Suisse First Boston in Zurich as well as leading the Swiss Equity research at Darier, Hentsch & Cie in Geneva, Switzerland.

Thierry holds an MBA and a Master in Law from Geneva University as well as an AMP from Harvard BS.

Thierry is a member of the Board of the Swiss Financial Analysts Association (SFAA).

Jean-Sylvain Perrig

Chief Investment Officer, Union Bancaire Privée

Jean-Sylvain already worked at UBP in Switzerland, as Head of Private Banking mandates, from 2000 to 2011.

He was Head of Portfolio Management with MeesPierson Gonet (Fortis Group) and more recently Chief Investment Officer at Edmond de Rothschild Private Bank.

Jean-Sylvain is Swiss and holds a Master’s degree in Economics from the University of Lausanne, as well as a financial analyst’s diploma from AZEK (Swiss Training Centre for Investment Professionals).

He is a member of the Board of the Swiss Financial Analysts Association (SFAA).