MEET THE TEAM

Our team brings over 100 years of collective global financial and banking experience. This expertise, coupled with our network of strategic partners allows us to provide an effective and valued multi
family office service to our clients

AllExecutiveTeam

Milan S. Morjaria

Founder and CEO

Milan S. Morjaria

Founder and CEO

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Milan S. Morjaria founded MSM Investment Advisors S.A. in 2010. Milan has 30 years’of experience in the wealth management industry. He began his career in 1988 at Citigroup’s wealth management business as a management associate. Over 22 years, he took on roles as an investment advisor, private banker and business manager. His last assignment was in Geneva, Switzerland as managing director focusing on the Private Bank’s Ultra High Net Worth and Family Office client franchise. 

Milan graduated from the London School of Economics in 1988 with a Bachelor's degree in Economics.

Arpana Sharma-Morjaria

Director

Arpana Sharma-Morjaria

Director

Arpana Sharma-Morjaria joined MSM Investment Advisors S.A. as a Director in 2010. Prior to this, she spent 20 years in the world of fashion and choreography as a Television Presenter and Actor.

She earned a B.Sc. (Hons) degree in Science from the University of Bhopal, India

Rodney Allen

Chairman of Shareholder Advisory Committee

Rodney Allen

Chairman of Shareholder Advisory Committee

Rodney Allen has been working with MSM Investment Advisors S.A. since its founding. He has over 30 years of experience advising wealthy individuals and their businesses on tax, estate planning and cross – border issues. Rodney has held senior fiduciary and management positions with Barclays (2006 -2010), Credit Suisse (2005-2006) and Citibank (1994 -2004).

Before entering the Wealth Management industry, Rodney spent over 9 years as an International Tax Advisor at Arthur Anderson & Co in the US and the Netherlands.

He is a member of the State Bar of Texas State. He earned a B.A. degree in English at James Madison University; a J.D. degree at the School of Law - University of Richmond; and an L.L.M. at the University of Oregon School of Law.

Ikuko Morimoto

Managing Director

Ikuko Morimoto

Managing Director

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Ikuko Morimoto joined MSM Investment Advisors S.A. in September 2017 as a Managing Director. She has over 25 years’ experience in the Wealth Management industry. Ikuko worked as a Management Consultant at McKinsey & Co. and Mitchell Madison Group in Japan, Europe, US and Australia with a special focus on financial institutions (1991 to 1999). She subsequently joined Lombard Odier’s Private Clients as a Private Banker serving Ultra High Net Worth families based in Asia and Europe.

She earned a B.Sc. degree in International Relations from the London School of Economics and Political Sciences. She holds a M.A. in International Economics with distinction from the Johns Hopkins University School of Advanced International Relations (SAIS).

Ezequiel Bosch

Chief Investment Officer

Ezequiel Bosch

Chief Investment Officer

Ezequiel Bosch joined the firm in August 2014 and is responsible for leading the firm’s Investment Committee in the development and implementation of its overall investment strategy.

Ezequiel has over 30 years’ experience in the Wealth Management industry. He is a senior executive with international investment advisory, portfolio management and executive team management experience. Recently as a Managing Director for HSBC’s Latin American unit, he built a team of eight advisors that was consistently ranked one of the top performing regions.

He is a licensed CFA (1994). He received his M.B.A. from New York University’s Stern Business School (1988) and his B.A. from Duke University (1983).

He is fluent in English, Spanish and French.

Gaurav Mehra

Trader and Investment Advisor

Gaurav Mehra

Trader and Investment Advisor

Gaurav Mehra joined MSM in February 2013 as a Trader and Investment Advisor to pursue his passion in trading. He has led the Trading and Advisory business and brings 10 years’ experience in FX and Capital markets.

Prior to joining MSM, Gaurav was CFO at a large Ethanol/Biodiesel trading house in Geneva (2006-2012) where he was responsible for over $400M of the firm’s assets.

He holds a Bachelor’s Degree in Accounting and Finance from the University of Delhi and an M.B.A. degree in Finance from the University of Geneva.

Victoria Gabb

Chief Operating Officer

Victoria Gabb

Chief Operating Officer

Victoria Gabb has been with MSM Investment Advisors S.A. as an Executive Assistant to the founder since inception. Victoria has over 10 years of experience in the Wealth Management industry starting in 2007 when she joined the Wealth Management business at Citibank Switzerland.

She is the Chief Operating Officer for the firm and is responsible for the day-to-day management of the MSM office, functioning of the team, HR, special projects and oversight of the administrative team. She is also responsible for the organization and management of client events and conferences.

Olesya Rotach

Administrative Assistant

Olesya Rotach

Administrative Assistant

Olesya Rotach joined MSM Investment Advisors S.A. in September 2015 as an Administrative Assistant. She has 6 years of administrative experience in the trust and fiduciary industry.

She earned a Masters in Foreign Languages, State University A.I.Herzen, Saint-Petersbourg

Catherine de Gaza

Relationship Officer

Catherine de Gaza

Relationship Officer

Catherine de Gaza joined MSM Investment Advisors SA in July 2017 as a Relationship Officer. She has over 11 years of experience in the Private Banking industry servicing Global UHNW Clients, Families and Investors.

Catherine specializes in the setting up and managing of complex structures and ensuring compliance with regulatory requirements.

Michelle Di Franco

Relationship Officer

Michelle Di Franco

Relationship Officer

Michelle Di Franco joined MSM Investment Advisors S.A. as a Relationship Officer in 2013. She has over 17 years’ experience in the Wealth Management industry. She spent the first 11 years working in the investment management division at JP Morgan and subsequently joined Citibank (Switzerland) AG in September 2013 focusing on Greek Ultra High Net Worth clients.

Markus Bettels

Relationship Officer

Markus Bettels

Relationship Officer

Markus A. Bettels joined MSM Investment Advisors S.A. as a Relationship Officer in 2011. Markus has over 14 years’ experience in the Wealth Management industry. He began his banking career at Citibank (Switzerland) AG in 2003 as a Junior Banker Assistant focusing on European Ultra High Net worth families.

He earned a B.A. degree in Political Science and Communications from Denison University, USA in 2003

David Lowe

Consultant

David Lowe

Consultant

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David Lowe has recently taken on a consultancy role with MSM Investment Advisors S.A. to provide his insights into the Health Care industry. David held executive R&D roles in several Pharma and Biotech Companies in Europe and the USA with a proven track record of bringing drugs into clinical trials and the market. He has been active in raising capital for drug development as well as in private equity investing from his time at Fidelity Investments in Boston.

In 2013 he founded NeuroAssets Sarl, which offers consulting in all aspects of Biopharmaceuticals.

He graduated from the University of Bristol and holds a PhD from the University of Leeds.

NETWORK OF PARTNERSHIPS

We rely on a network of partnerships with independent professional firms to address all
legal, trust and fund administration matters

New College Capital

Founded in New York in 1999 to provide investment advisory services to private and corporate clients. In 2002, the firm moved from New York to London to be geographically closer to the majority of our clients in continental Europe

From 2007 we expanded our activity from a focus purely on advising investors to offering our clients a discretionary investment management service, and beginning in 2008, we launched three Professional Investor Funds (*) to provide investors direct access to some of our investment ideas

Our focus is on serving the needs of sophisticated professional investors who generally seek higher returns and who understand the risks inherent in more complex investment portfolios

Iceman Capital Advisors Ltd

A Jersey-based investment advisory boutique. It specialises in managing private investment structures for institutions and high net worth individuals. It also advises on establishing and running investment management processes for offshore investment vehicles with multiple investment advisors. The company was founded in 2006 and is owned by its management and a group of experienced financial market professionals

Premier Fiduciary

An independent global fiduciary services provider specializing in entity management and financial services. Premier Fiduciary provides company, trust and fund administration, agency and outsourcing services to a broad range of high-net-worth clients. Their primary goal is to provide solutions to meet clients’ specific objectives, and develop long term relationships through years of trust and high quality service. They currently have three offices located in Singapore, Hong Kong and Dubai with the aim to serve the clients better

Gardi & Associates

Established in 1991 and has over 25 years of legal experience in the United Arab Emirates

Their expertise includes company and commercial restructuring, onshore and offshore company and trusts formation and in particular, succession and inheritance planning for non-Muslims including drafting of DIFC Wills

The firm’s dedicated team of UK and India qualified lawyers are also highly experienced in those jurisdictions and are well equipped with global knowledge and skill sets to best serve their clients in all financial matters

WORLDWIDE FOOTPRINT FOR GLOBAL FAMILIES