Vincent Kaufmann (1980) has been the CEO of Ethos Foundation and of Ethos Services since June 2015. He has been member Ethos Services’ management in charge of investment since 2011 and deputy CEO since 2013. Vincent Kaufmann joined Ethos in 2004 as a corporate governance analyst, later becoming a senior and deputy head of corporate governance. He also participates in Ethos’ dialogue with the management of Swiss listed companies in the field of corporate governance and sustainability. Since 2014, he has been a member of the supervisory board of the proxy voting consultant Proxinvest (Paris) as a representative of the shareholder Ethos Services.
Vincent Kaufmann, a Swiss certified Expert for Accounting and Controlling since 2009, holds a Master’s degree in Business Economics from the University of Geneva (2004).
Yola Biedermann (1958) joined Ethos in 1999 and has been a member of Ethos Services' management since 2011. She is Head of the corporate governance and sustainability team. In that role, she is responsible for Ethos’ assessment activities in the field of socially responsible investment. She supervises Ethos’ proxy voting service and the team's engagement activities, as well as the various reports on corporate governance and sustainability topics produced by Ethos. She is also in charge of the regular update of Ethos’ proxy voting guidelines.
Yola Biedermann earned a Ph.D. in Economics at the University of Geneva. Prior to joining Ethos, she worked for several years as an economist with the Geneva Cantonal Hospital Planning Service. She later taught Economics at the Geneva School of Business Administration (Haute Ecole de Gestion).
Anthony Gloor (1981) joined Ethos on 1 May 2015 as Head of Corporate Services and member of management. He is in charge of general administration, budgets and accounting, publications and communication instruments, IT infrastructure development and maintenance as well as internal control and compliance. Simultaneously to his position at Ethos, he has a mandate as lecturer in Business Economics at the Geneva School of Business Administration (Haute Ecole de Gestion).
Anthony Gloor holds a Master’s degree in Information and Communication systems from the University of Geneva, with a minor in Business administration. He also is a Certified Information System Auditor from the ISACA (Information Systems Audit and Control Association) and holds the certification in risk management assurance from the IIA (Institute of Internal Auditors). Prior to joining Ethos, he had been working for ten years at the audit and consulting company Deloitte in Geneva. In this capacity, he conducted numerous audit and risk management consulting missions. He became deputy director in 2012 and was also responsible for staff training in Deloitte’s “advisory” departments throughout Switzerland.
Michael Spalding (1967) has been member of Ethos Services’ management since 2011 and is responsible for Ethos’ client and member relations. Michael Spalding joined Ethos in 2010 as senior relationship manager in Ethos’ Zurich office.
Michael Spalding holds a degree for Business Economics of the University of Applied Sciences in Business Administration Zurich (HWV) and holds the title Certified International Investment Analyst (CIIA) of the Association of Certified International Investment Analysts.
From 1987 to 1996, Michael Spalding held different positions at Credit Suisse. From 1996 to 2001, Michael Spalding worked at Swiss Re in the client management for Latin American insurance companies and was also responsible as the deputy head of the Latin American Academy for the development of this training centre. From 2001, Michael Spalding was as a Relationship Manager responsible for institutional clients and the portfolio development at Credit Suisse and Lombard Odier.
Tel: +41 44 421 41 14
Employees (alphabetical order)
Helder Carvalho joined Ethos in June 2019 as IT applications developer. In this capacity, he participates in the development of applications and software packages. He also provides IT-support to users.
Helder Carvalho holds a degree in computer technician. Prior to joining Ethos, he worked for 7 years as developer for a real estate service company and 2 years in an IT company specialized in banking software.
Nathalie Cerutti joined Ethos in September 2016 as Senior ESG Analyst becoming Deputy ESG Research Manager as of January 2017. She is in charge of conducting environmental, social and governance assessments of companies, engaging in dialogue with companies as well as conducting specific studies on ESG issues.
From 2008 to 2016, Nathalie Cerutti held the position of Senior Sustainable and Responsible Investment Analyst at Pictet Asset Management. In this capacity, she took part in the development of environmental, social and governance risk and opportunities analysis methodologies and the integration of ESG criteria in investment fund assessment. Prior to that, she was Relationship Manager at the World Economic Forum. Nathalie Cerutti earned a Master’s degree in International Relations from the Graduate Institute of International and Development Studies in Geneva. She also holds the CIWM (Certified International Wealth Management) certification awarded by the AIWtM (Association of International Wealth Management).
Dario De Notaristefano joined Ethos in April 2019 as a Client Relationship Manager. In this capacity, he completes the Client Relations team in Zurich, where he is responsible for the support and acquisition of clients from German- and Italian-speaking Switzerland.
Dario De Notaristefano obtained in 2014 a Bachelor of Business Administration with a major in Banking & Finance from the ZHAW School of Management & Law in Winterthur. He also holds the title of Chartered Financial Analyst (CFA) delivered by the CFA Institute, which he obtained in 2018.
From 2005 to 2013, Dario De Notaristefano worked in various positions at UBS and at Credit Suisse. From 2014 to 2016 he worked for Neue Aargauer Bank in the research and investment advisory department. Most recently, he worked as a product specialist in asset management at GAM Investment Management. In this capacity, he worked closely with sales, marketing and investment teams to maintain and expand the client base.
Tel: +41 44 421 41 16
Sébastien Dubas joined Ethos in 2017 as ESG Analyst. He is in charge of analysing shareholder meetings, conducting environmental, social and governance assessments of companies, engaging in dialogue with companies as well as conducting specific studies on ESG issues.
Sébastien Dubas earned a Master’s degree in International Relations in 2006 from the Graduate Institute of International and Development Studies in Geneva. Before joining Ethos, he has been working for five years as a journalist as part of the economic and financial section of the newspaper Le Temps. He has also worked for three years in the middle office of a hedge fund.
Fanny Ebener has been appointed Senior Proxy Voting Manager in January 2018. In this capacity, she is responsible for the field of Ethos’ voting recommendations. She is also in charge of analysing shareholder meetings, conducting environmental, social and governance assessments of companies, engaging in dialogue with companies as well as conducting specific studies on ESG issues. Fanny Ebener joined Ethos in 2009 as a corporate governance analyst becoming a senior analyst in 2011.
Fanny Ebener holds a Master’s degree in Business Economics from the University of Geneva in 2009.
Olivier Gros joined Ethos in 2013 as Senior Client Relationship Manager responsible for Western Switzerland. In this capacity, he is in charge of relations with French-speaking members and clients. Olivier Gros earned a Master’s degree in economics and finance from the University of Geneva. He also holds a Swiss Federal and European diploma as financial analyst and asset manager (CFPI).
Olivier Gros has an in-depth expertise in institutional fund management as well as in relationship management with private and institutional clients. From 1997 to 2012, he held several positions at the private bank Pictet & Cie, particularly in the asset management, wealth management and private banking units. Prior to joining Pictet & Cie, he had been working for several years in the field of asset management at UBS.
Tel: +41 22 716 15 55
Urs Holliger joined Ethos in 2006. As Senior Client Relationship Manager, Urs Holliger participates in the representation of Ethos in Zurich where he is in charge of client relations and the development of key accounts in German-speaking Switzerland.
Urs Holliger has earned diplomas in banking as well as in in Staff Training and Personnel Development from the Institute of Applied Psychology in Zurich. Urs Holliger also holds a diploma in Management Training from the University of Zurich.
From 1990 to 1997 Urs Holliger held several positions as Project Manager for Professional and Management Training at several major banks, including the UBS. From 1997 to 2006 Urs Holliger was a member of the executive management team of the Swisscanto Investment Foundation. His main responsibilities at Swisscanto included sales, marketing and communication concerning socially responsible investments for institutional and private investors of the Swiss pension system. In 2008 and 2009, Urs Holliger chaired the town council of Brugg (AG).
Tel: +41 44 421 41 10
David Jeannet joined Ethos in January 2019. As Senior Business Development Manager, he is in charge of ensuring the development of services provided by Ethos Services and of ESG analysis methodologies used by Ethos.
From 2017 to 2018, David Jeannet worked as a SRI Officer within the Groupe Mirabaud in Geneva. From 2008 to 2016, he worked for Ethos in various positions, namely as Senior Investment Manager and ESG Analyst. David Jeannet began his professional career at Barclays Bank Switzerland, as a member of the OTC derivatives team.
Following a Master’s degree in International Relations in 2007 from the Graduate Institute of International and Development Studies in Geneva, David Jeannet obtained a Diploma of Advanced Studies (DAS) in Sustainable Management from the University of Geneva.
Matthias Narr has been appointed Senior Engagement Manager in January 2018. He is responsible for coordinating Ethos’ engagement activities in the context of the EEP Switzerland and the EEP International. He is also in charge of conducting environmental, social and governance assessment of companies, engaging in dialogue with companies as well as conducting specific studies on ESG issues. Matthias Narr joined Ethos as a Senior Engagement Specialist in March 2017.
Before joining Ethos, Matthias Narr worked as an Engagement Specialist in Robeco’s Governance and Active Ownership department in the Netherlands. His engagement activities focused on environmental issues such as climate strategies and environmental management in the energy, utilities, real estate and mining industries. Previously, Matthias had been a manager in RobecoSAM’s Sustainability Services.
Matthias Narr studied Political Science, Economic History and International Law at the University of Zurich and the University of Paris X and holds a Master’s degree in Political Science.
Pamela Palena joined Ethos in September 2018 as an ESG Analyst. In this capacity, she is part of the team of analysts in charge of conducting environmental, social and governance assessments of Swiss and non-Swiss companies.
Previously, she was Impact Investing and SRI Analyst at Lombard Odier. In this context, she contributed to the management of an investment fund on the theme of development finance, sustainable model portfolios for private clients, as well as to SRI (Socially Responsible Investment) analyses of client accounts. As part of her studies, she worked in various departments of the bank such as Independent Managers, Business Support and Corporate Actions.
Pamela Palena studied business economics and finance at the Geneva School of Business Administration (Haute Ecole de Gestion Geneva) She holds a bachelor's degree in business administration.
Romain Perruchoud has been Senior ESG Analyst since January 2018. He is in charge of analysing shareholder meetings, conducting environmental, social and governance assessments of companies, engaging in dialogue with companies as well as conducting specific studies on ESG issues. Romain Perruchoud joined Ethos in 2015 as corporate governance analyst.
Romain Perruchoud holds a Master’s degree in International and European Law as well as a Master’s degree in Business Law from the University of Geneva. Before joining Ethos, he has been working for four years as Senior Consultant Corporate Tax at Ernst & Young.
Julien Phildius joined Ethos in June 2014 as IT applications developer. In this capacity, he participates in the development of applications and software packages as well as of Ethos’ websites. He also provides IT-support to users.
Julien Phildius holds a degree in computer engineering from the University of Applied Sciences (Ecole d’ingénieurs) in Geneva. Prior to joining Ethos, he worked for 7 years as developer and database administrator in an IT company specialized in banking software.
Christian Richoz has been Senior Investment Manager since January 2017. In this capacity, he is in charge of control tasks related to Ethos’ different investment funds and asset management mandates. He is also responsible for the support reporting and communication of asset management products and extra-financial ratings. Christian Richoz joined Ethos in February 2014 as corporate governance analyst becoming a Senior analyst in 2015.
Christian Richoz holds a Master’s degree from the Faculty of Business and Economics (HEC) at the University of Lausanne. Before joining Ethos, he gained his extensive professional experience of six years in the fields of index construction and corporate governance at the «Corporate Events» department of MSCI in Geneva.
Valérie Roethlisberger has been appointed Senior ESG Research Manager in January 2018. In this capacity, she is responsible for the coordination and supervision of companies’ environmental, social and corporate governance ratings. She is also in charge of analysing shareholder meetings, conducting environmental, social and governance assessments of companies, engaging in dialogue with companies as well as conducting specific studies on ESG issues. Valérie Roethlisberger joined Ethos in 2011 as a corporate governance analyst. In 2014, she was appointed Senior analyst and responsible for the contacts with various Swiss listed companies in the field of corporate governance.
Valérie Roethlisberger earned a Master’s degree in Accounting, Control and Finance from the University of Lausanne.
Daisy Schrai joined Ethos in 2014 as Executive Assistant. As such, she is in charge of organizing and running the Ethos secretariat. She also assists management in its administrative and accounting tasks. Furthermore, Daisy Schrai is in charge of running the secretariat of the association Ethos Académie.
She gained her extensive professional experience in the field of administrative and accounting support through various positions she held at financial institutions, real estate agents and Ethos (1999 to 2005).