Mt Fort Advisers

Overview

Mt Fort Advisers presents an independent, relationship-led and holistic approach to wealth management across generations. Its stated values are independence and integrity, performance and innovation, excellence in client service, and long-term commitment.

The firm’s mission includes wealth structuring through estate and tax planning, investment management, administration, reporting and consolidation, and representation of clients’ interests.

History

Mt Fort Advisers traces its roots to Geneva, when Christophe B. Sierro co-established his first multi-family office, HBS.

Leadership

Christophe B. Sierro is a Founding Partner. The team describes him as having developed an international multi-family office model, following earlier work at Bank Paribas and BNP Paribas.

Christian Benedetti is Asset Manager and Director. He joined the group, oversees research, quantitative analysis and asset management, and has led discretionary portfolio management and investment advisory services.

Stefka Georgiev is CFO and Director. Michel Girardin serves as an independent consultant and macro strategist.

Sandeep Sharma is a Founding Partner in Singapore and founded Rockfort Advisors there.

Services

Mt Fort Advisers offers discretionary, advisory and execution mandates. Its fee structures vary according to assets, execution mode and custodian bank.

The firm’s wealth management work combines structuring, investment management, administration, consolidated reporting and client representation within a coordinated service model.

What the firm offers

• Investment management
• Tax planning
• Administration and bill pay

Client Focus

The firm works with domestic and international individuals, families and entrepreneurs. Its relationship-led model is designed to support wealth management across generations.

Approach

The investment process begins with a bespoke assessment of each client’s circumstances and objectives, followed by risk profiling and asset allocation.

Under CIO supervision, the Strategic and Investment Committees identify trends and build diversified asset allocation models for different risk profiles.

The methodology combines top-down, core and fundamental approaches with bottom-up, satellite and tactical investment selection. It also uses quantitative and qualitative analysis, dynamic risk assessment, hedging recommendations and periodic client reporting.

Registration

FINMA’s current list of licensed portfolio managers and trustees names Mt Fort Advisers SA in Geneva as a licensed portfolio manager monitored by SO-FIT Organisme de Surveillance pour Intermédiaires Financiers & Trustees.

FAQs

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Sources

1. https://mtfortadvisers.com/
2. https://mtfortadvisers.com/portrait/
3. https://mtfortadvisers.com/values/
4. https://mtfortadvisers.com/mission/
5. https://mtfortadvisers.com/team/
6. https://mtfortadvisers.com/mandates/
7. https://mtfortadvisers.com/methodology/
8. https://www.finma.ch/en/~/media/finma/dokumente/bewilligungstraeger/pdf/vvtr.pdf?la=en

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.