A solid history
Your dedicated team
Patrick
Matti
Director
Head of Wealth Management
Master's degree in Economics from the University of Lausanne
Patrick joined Kestrel Wealth Management in 2018 as a Portfolio Manager and is now the Head of Wealth Management.
He brought with him extensive experience, having spent 15 years in the Private Banking industry with Société Générale and Credit Suisse in locations as diverse as Hong Kong, New York and Geneva.
Patrick is deeply involved in the development of our portfolio management organisation. He travels extensively to meet clients and investors.
He holds a Master's degree in Economics from the University of Lausanne and, in addition to his French mother tongue, speaks English and, to a lesser extent, German.
A motorcyclist at heart, Patrick also enjoys driving classic cars and spending time with his family.
Maurice
Emery
Director
Swiss Chartered Accountant and member of the Society of Trust and Estate Practitioners (STEP)
Maurice is a Director and a main shareholder of Kestrel Wealth Management.
He joined Kestrel Trust shortly after its inception in 1988. Prior to that Maurice had his own accounting practice in Neuchâtel which merged with Kestrel Trust in 1989 and before that had been employed as office manager by a law firm.
As a Swiss Chartered Accountant since 1982, Maurice is as well a member of the Society of Trust and Estate Practitioners (STEP).
During his years at Kestrel Trust, Maurice has travelled extensively in Africa and in Europe to look after our clients and has developped a deep understanding of the Trust and Wealth Management industries. He is a keen hiker, walker and skier, spending most of his weekends in the Swiss Alps.
In addition to his French mother tongue, Maurice is also fluent in English and, to a lesser extent, in German.
Jean-Maurice
Emery
CEO at Kestrel Trust
Swiss certified Specialist for Finance & Accounting and member of the Society of Trust and Estate Practitioners (STEP)
Jean-Maurice is the CEO of Kestrel Trust and the main shareholder.
He started his career in 1995 with Credit Suisse, leaving in 1999 after having spent the final year as an Assistant in the Private Banking division.
He then completed his officer training in the Swiss army and subsequently spent some time working for an investment advisory firm in South Africa following which he joined Kestrel Trust in 2001.
A Swiss certified Specialist for Finance and Accounting since 2008, Jean-Maurice is a member of the Society of Trust and Estate Practitioners (STEP).
Jean-Maurice is deeply involved with the management of Kestrel Trust and our ongoing IT projects. He travels extensively to look after our clients.
Jean-Maurice speaks French and English; besides he is an accomplished skier and keen runner.
Olivier
Amadio
Director at Kestrel Trust
Head of Accounting
Master cum laude in Applied Mathematical Finance from the University of Neuchâtel
Olivier joined Kestrel Trust in 2006 as an Accountant. Having been Head of Accounting and an Associate Director since 2007, he became a shareholder in December 2011. He was appointed as a director of Kestrel Trust in May 2018.
He obtained a Diploma cum laude in Applied Mathematical Finance from the University of Neuchâtel in 2005. In addition to the activity of running our Accounting department, Olivier is regularly and heavily involved in our ongoing IT projects. He is also a Member of the Board of Directors of the Caisse cantonale d'assurance populaire (CCAP).
Between 1999 and 2006 Olivier was a semi-professional ice hockey player for La Chaux-de-Fonds in the Swiss national first and second divisions. He also played 17 international games with the Swiss national junior ice hockey team.
Olivier's mother tongue is French and he is fluent in English and Italian. He enjoys spending time with his family and his three children in his spare time.
David
Bolton
Associate Director at Kestrel Trust
Bachelor of Science, with honours, at the University of London
David joined Kestrel Trust in 2015 as an Accountant and was subsequently appointed Associate Director.
In his role as Relationship Manager, David regularly travels throughout Europe and Africa to represent Kestrel Trust.
As a member of the Accounting team, David is in constant contact with clients, banks, fund managers, financial intermediaries and tax advisors from various jurisdictions.
He hails from the United Kingdom and obtained his Bachelor of Science degree at the University of London.
A keen cricketer, including serving as the Captain of two clubs in Geneva following his family's relocation to Switzerland, he now enjoys the spectacular Swiss countryside on his bicycle.
A native English speaker, David can also communicate in French.
Our core values
Independence
Independently owned and managed since 1988
Efficiency
Skilled and experienced team
Innovation
Technological excellence
Passion
Dedicated to performance and client's success
Reliability
Respect for the objectives set
Responsibility
Awareness of the issues
Precision
Born of Swiss tradition
Perseverance
Never give up
KESTREL'S MILESTONES
Kestrel Trust was established in Neuchâtel, Switzerland in 1983.
Its founder Walton Imrie, a South African portfolio manager who was originally based in London, moved to Switzerland in order to expand his business activities and offer trustee services to his mainly South African client base. In order to provide financial services of the highest quality, he promptly enlisted the support of highly qualified persons, including that of Maurice Emery.
In time Kestrel Trust grew to become a provider of Trust and Company Management services enjoying a reputation for quality, efficiency and practical support.
In 1989, Kestrel Trust acquired 60% of Rushbrooke Investissements, an asset management company founded by and operated by Michael Rushbrooke. Philip Rushbrooke, Michael’s son, soon joined the ranks allowing both companies to share resources. In 2018 Kestrel Trust acquired the remaining 40% of Rushbrooke Investissements, rebranding it as Kestrel Wealth Management in 2019.
In 2023 Kestrel Wealth Management secured its FINMA portfolio manager licence. This much sought after accreditation places Kestrel Wealth Management within a select circle of independent asset managers. The FINMA licence attests to the company's commitment to excellence, the quality of its organization, its rigorous procedures and its impeccable governance.
Kestrel Wealth Management is authorized as a portfolio manager within the meaning of the Financial Institutions Act (FinIA) and subject to prudential supervision by SO-FIT, Supervisory Organisation for Financial Intermediaries & Trustees. SO-FIT is a self-regulatory organisation authorised by the Swiss Financial Market Supervisory Authority (FINMA) to supervise financial intermediaries which are subject to Article 2 para. 3 of the Swiss Federal Act on Combating Money Laundering and Terrorist Financing in the Financial Sector (MLA). Kestrel Wealth Management is an active member of the Swiss Association of Independent Financial Advisors (S.A.I.F.).
