Phanar Staff

None of us is as smart as all of us

Oscar Jonson

Founder and Senior Managing Director
After several years of management experience in his family's business in Italy, Oscar successfully sold the company and joined the financial industry. He worked from 1985 - 1999 at Merrill Lynch in Lugano and Zurich as a First Vice President. In this capacity, he led a successful team of financial consultants managing the assets of wealthy European private and institutional clients. In 1999 he became Senior Vice President of Investment Services at Donaldson Lufkin & Jenrette in London. Following the take-over by Credit Suisse First Boston, Oscar was a Director from 2000 to 2003, managing High Net Worth European clients before founding PHANAR in 2003. Oscar is a also a European family office advisor and board member of several family trusts.

Carole Frapin

Head of UK Operation
Carole Frapin is a qualified solicitor in England and Wales and a French avocat with 20 years' finance and banking experience. Carole obtained a master in Banking and Finance Law from the University of London (LLM) and trained at Clifford Chance where she worked in London and Paris before joining Barclays Bank first in the business banking department and then in Barclays Wealth. Carole then joined a boutique corporate finance advisory firm as the legal and compliance director. She has extensive regulatory and compliance expertise and obtained the Diploma in Investment Compliance from the Chartered Institute for Securities and Investment.

Alex Hacker

Managing Partner
Having started at Credit Suisse in Zurich, Alex's 30-year banking career has taken him to Bank Leu, Anker Bank, Union Bancaire Privée and Centre Trust in Jersey, Barclays Bank (Schweiz), and Verwaltungs- und Privatbank AG, Vaduz, Liechtenstein. His most recent senior positions before joining Phanar were with Mirabaud & Cie, Banquiers Privés Zurich, and Infidar Investment Advisory Ltd. Zurich. In addition to his expertise as a wealth management advisor, Alex has extensive senior managerial and general banking experience. He joined Phanar as a Managing Partner in 2012.

Talgat Takiyev

Vice President (UK)
Talgat Takiyev has broad financial experience having worked as a financial analyst in commodities, investment banking, and real estate in London, New York, and Kazakhstan/Russia. He holds a bachelors degree from the University of York and a masters degree from Imperial College Business School.

Hugh Neuburger, Ph.D.

Chief Investment Officer and Managing Director
Hugh Neuburger was for 18 years a Managing Director at Donaldson, Lufkin and Jenrette (DLJ) and then, after DLJ was acquired, at Credit Suisse in New York. Earlier in his career Dr. Neuburger was an assistant professor at the Columbia University Graduate School of Business. Dr. Neuburger holds a doctorate from the University of Chicago and is the author of three books and numerous scholarly publications.

Antonio Pellizzato

Head of Portfolio Management
Antonio Pellizzato has extensive experience in developing and executing options strategies for forex and commodities. For many years he worked in this field at Credit Suisse and UBS where he advised corporate and high net worth clients on active commodity and forex hedging. He holds a bachelor’s degree from Università Commerciale Luigi Bocconi in Milan and a master’s degree from Università della Svizzera Italiana in Lugano.

Victor Pérez, CFA

Junior Portfolio Manager
Victor Perez is an experienced finance professional having worked in sales & trading and private banking at Credit Suisse in Zurich. This experience includes having advised high net worth clients in structuring and managing investment strategies in foreign exchange, precious metals and equity indices. He holds a bachelor's degree from Bern University of Applied Sciences and is a CFA Charterholder.

Gebhard Rütsche

Portfolio Manager and Member of the Investment Committee
Gebhard's career in banking began at the Union Bank of Switzerland, from which he went to American Express Bank. Subsequently, he was Head of Stock Market Trading at Bank Louis Dreyfus in Zurich, and then Vice President responsible for investment policy at Manufacturers Hanover Trust in Zurich. In 1987, he founded the GIMA Services asset management company in Zurich. He has been cooperating with Phanar since 2007.

Emanuela Calcopietro

Head of Client Service (Switzerland)
Emanuela is Head of Client Service (Switzerland). Her responsibilities include placing transactions and liaising with clients. Before joining Phanar in May 2010, she was a Senior Relationship Manager Assistant for over 20 years at HSBC Private Bank (Suisse) SA, ING Bank (Switzerland) Ltd., Bordier & Cie., SG Ruegg Bank & Cie, and Discount Bank and Trust Company. Emanuela speaks French, Italian, English and Spanish.

Short Risk Warning/Disclaimer

The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. Past performance is not a reliable indicator of future performance. 
Phanar Asset Management (UK) Limited is Authorised and Regulated by the Financial Conduct Authority (FRN 747254)