Our Team — IM Wealth Select® · Geneva, Switzerland

Gaylord Perruchon

Founder & Principal

Gaylord Perruchon brings nearly 20 years of institutional asset-management experience on behalf of investment funds. A specialist in performance and risk analysis of institutional portfolios, he is a Chartered Alternative Investment Analyst (CAIA Charterholder) and has implemented GIPS-compliant performance-measurement standards. He has advised both asset-management firms and pension funds through competitive tenders and manager-research processes.

He founded IM Wealth Select® to bring this rigour to private clients. Where an individual too often relies on a firm's reputation or a personal rapport with their banker, he applies the demanding methods of large institutional investors: a forensic reading of fee structures, in-depth due diligence, and an uncompromising assessment of net performance — after all costs, adjusted for risk.

Because a manager's true worth is measured not by its promises, but by what actually remains in the portfolio once the bill is paid and the risks are under control.

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Infrastructure

Institutional-grade tools, applied to private wealth.

The research, analytics and manager-selection disciplines used by institutional investors — adapted to individual and family mandates.

Morningstar Direct

Global Fund & Manager Research

Used to screen, compare and select specialist managers and funds worldwide for UHNW and institutional-style mandates — beyond a single private bank's fund shelf.

MySmartRFP

A fully digital online tendering platform

A state-of-the-art RFP platform used by leading European institutional investors. It structures bank and manager selection through standardised questions, comparable responses and a clear audit trail.

FactSet

Risk and Performance Attribution

Used to recalculate wealth-manager performance, identify return drivers and assess the contribution of asset allocation, manager selection, securities and currencies. It powers our dedicated reporting.

Secure Client Portal

Confidential document sharing

A secure environment for financial documents, mandate agreements, reporting and selection materials — keeping the advisory process organised and confidential.

Our Principles

Three commitments we never compromise.

Independence

No institutional affiliation

We are not owned by, affiliated with, or compensated by any bank, insurance group or investment manager. Our only financial relationship is with you.

Transparency

Full fee disclosure

Our engagement letters specify every cost before we begin. No success fees. No hidden charges. No incentive to recommend one institution over another.

Continuity

Direct access, always

Gaylord Perruchon handles every mandate personally. Your relationship is never delegated to an associate. You call the person who does the work.