A boutique advisory practice intentionally built without institutional conflicts — structured to serve families, not banks.
Selection & Advisory
CAIA
Gaylord Perruchon has nearly 20 years of experience in institutional asset management. A specialist in portfolio performance and risk analysis (CAIA Charterholder), he has guided investment firms and pension funds through tender processes and manager searches.
He now brings that same rigour to private clients: a surgical reading of fee structures, thorough due diligence, and an uncompromising assessment of net performance — after all costs, adjusted for risk. The methods of major institutional investors, applied to your wealth.
Client Relations & Coordination
10+ years in private banking
Aurélien Bedrossian spent nearly ten years on the external asset managers (EAM) desk of a Geneva private bank. There he saw both sides of the same relationship: the expectations of private clients on one hand, and the workings and requirements of independent managers on the other.
That dual experience now shapes his role at IM Wealth Select: he coordinates the tender process, manages the interface with the institutions consulted, and follows the relationship over time. An intimate knowledge of both sides of private banking, placed at the service of a single party: you.
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.
We are not owned by, affiliated with, or compensated by any bank, insurance group or investment manager. Our only financial relationship is with you.
Our engagement letters specify every cost before we begin. No success fees. No hidden charges. No incentive to recommend one institution over another.
A tight two-person team — never a call center or a junior analyst unfamiliar with your file. You always speak with someone who knows your situation.
0 retrocessions
0 commissions from the selected institutions
You are our only client