Partner, Office Head Geneva, Head of Investment Management Western Switzerland
Yvan Mermod leads our Investment & Wealth Management practice in Western Switzerland. He has 20 years’ experience advising businesses along the entire Asset and Wealth Management value chain such as banks, asset managers, fund management and investment funds. Yvan provides expertise on regulatory provisions and corporate governance (i.e. risk management, processes and internal controls) and testing controls of processes and control systems.
A specialist in the Investment Management sector, Yvan helps internal audit functions to attain certification for asset servicing and asset management according to the International Standard for Assurance Engagements (ISAE 3402) as well as certification and advisory services for investment performance according to Global Investment Performance Standards (GIPS).
He also frequently acts as a specialist on multidisciplinary engagements advising on investments in collective investment schemes (i.e. fund management companies, funds, administration companies, representatives, custodian banks).
Yvan is a member of KPMG International Asset Management Practice.
Graduate in Economics / Post-graduate in Finance (University of Geneva)
Global IM Executive Programme, Said Business School, Oxford
Banking, INSEAD Fontainebleau, France
Leading Auditor FINMA (banks and asset management) Licensed Audit Expert