About Us

An independent firm built on trust, expertise and conviction.

Who We Are

An Independent & Uncompromising Approach

Management Asset is an independent investment firm headquartered in Zurich, providing Investment Management, Financial Planning and Advisory Services to discerning clients worldwide.

Founded to enable our clients access to genuinely independent and unconflicted advice while benefiting from our team's decades of financial market knowledge and experience working in senior positions at leading banks, hedge funds and investment firms.

Our independence allows us to recommend only the most suitable solutions for your goals, free from conflicts of interest. We believe in complete transparency and lasting relationships built on trust.

Management Asset Corporate Office
Our Values

What Guides Us Every Day

Total Independence

We are not tied to any bank, insurance company, or financial group. Our sole obligation is to you.

Integrity & Trust

Transparency is the cornerstone of every relationship. We earn trust through actions, not words.

Client-Centric

Every strategy is built around your unique goals, timeline, and risk tolerance. No templates, ever.

Performance-Driven

Rigorous analysis and disciplined risk management to deliver consistent, long-term results.

Innovation

We combine time-tested strategies with modern financial technology to stay ahead of market evolution.

Long-Term Vision

We build enduring partnerships. Many of our clients have been with us since our founding.

Our Leadership

A Team of Seasoned Professionals

James Schembri

Chief Investment Officer — Former Head of equities at a global investment bank

Harold Clifford Meye

Founder & CEO — 25 years in private banking and wealth management.

Samar Virmani

Chief Financial Officer — 10+ years of experience in wealth management, financial structuring, and capital oversight

Our People

Our Team

Rohan Bhatt

Chief Operating Officer

Luca Favre

Relationship Manager

Evelyne Huber

Relationship Manager

Chris Helmer

Financial Advisor

Martins Mike Schmid

Financial Advisor

James Lacroix

Opportunity Lead

Felix Moore

Opportunity Lead

Xiu Lee

Opportunity Lead

Our Investment

Strategic Global Investments

Novartis

Biotech

NOVARTIS

Novartis is a global healthcare company focused on innovative medicines, particularly in areas such as oncology, cardiovascular diseases, and immunology. Headquartered in Switzerland, it develops and commercializes treatments worldwide, with a strong emphasis on research, advanced therapies, and long-term patient outcomes.

Intuit

Fintech

INTUIT

Intuit is a global financial technology company that develops software solutions for individuals and businesses, including accounting, tax preparation, and personal finance tools. Its main platforms such as QuickBooks, TurboTax, Credit Karma, and Mailchimp help millions of users manage money, file taxes, and make better financial decisions worldwide.

Fortinet

Cybersecurity

FORTINET

Fortinet is a global cybersecurity company that provides integrated solutions to protect networks, data, and users, including firewalls, cloud security, and threat detection systems. Its technologies are used by enterprises, governments, and service providers worldwide to secure IT infrastructures and manage cyber risks across increasingly complex digital environments.

Chevron Corporation

Energy

CHEVRON CORPORATION

Chevron is one of the world’s largest integrated energy companies, operating across the full oil and gas value chain, including exploration, production, refining, and distribution. Headquartered in the United States, it supplies fuels, chemicals, and energy solutions globally, while also investing in lower-carbon technologies to meet future energy demand.

Maersk

Transportation & Logistics

MAERSK

Maersk is a publicly listed Danish company and one of the world's leading providers of maritime transport and logistics solutions. The company operates a global fleet of container ships and offers integrated supply chain solutions, including maritime, land, and air transportation as well as warehouse management. Maersk plays a critical role in international trade and the movement of goods across continents.

Covista Inc.

EdTech

COVISTA

Covista is a publicly traded American company specializing in education and professional training within the healthcare sector. The group owns and operates multiple universities and academic institutions that train nurses, physicians, and other healthcare professionals, primarily across the United States. Covista operates in the Education & Training Services sector and aims to address the growing demand for qualified medical personnel.