Supervised by Swiss Financial Market Supervisory Authority (FINMA), Laupenstrasse 27, 3003 Bern.
Monitored by the Supervisory Organisation for Financial Intermediaries & Trustees SO-FIT, rue Pedro-Meylan 2, 1208 Geneva.
Affiliated with the mediation body OFS Ombud Finance Switzerland, Boulevard des Tranchées 16, 1206 Geneva.

Politique interne de protection des données

Team

Your contact with TASK is ensured by a qualified manager who is prepared to manage your wealth. Your decisions are implemented in accordance with the TASK investment strategy commission guidelines.

Administrator
Robert Rieder
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Robert Rieder has a degree in Business and Economics from the University of Lyon (France). He specialised in Wealth Management and made a career in two renowned banks in Geneva (Switzerland).

Retired but still active, Robert Rieder has been an Administrator at Task Wealth Management S.A. since October 2017, overseeing the company's position and development in the domestic and international markets and providing the company with the benefit of his extensive experience in international Wealth Management.

Managing Partner
João Caiano
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After more than 25 years of experience in Private Banking, Wealth Management, Asset Management, Investment Advisory and Relationship Management, mainly with HNWI clients, João Caiano founded TASK WM together with his partners.

João Caiano has a vast experience in leading Asset Management and Investment Advisory teams. João Caiano is a CFA Charterholder and a founding member of the CFA Society in Portugal.

Managing Partner
Fátima Large
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After a successful career in renowned financial institutions in Switzerland, Fátima Large founded TASK with her partners in 2016.

With an in-depth knowledge of the Portuguese and African markets, Fátima Large leads TASK's Relationship Managers team.

She maintains a privileged and trustworthy relationship with her clients and provides them with services that meet their expectations.

Managing Partner
Marc Paccolat
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Over fifteen years of experience in Private Banking, Wealth Management, Asset Management, Investment Advisory and Relationship Management, mainly with HNWI clients.
Vast experience in leading portfolio management and investment vehicles in traditional assets and quantitative strategies. Marc Paccolat joined TASK in 2017 and is now a Managing Partner.
Executive Partner
Kyriaki Matzoraki
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Kyriaki joined TASK in March 2018 after spending 24 years in the banking sector at: Interbank SA, EFG Eurobank Ergasias SA, Société General Bank & Trust Hellas in Greece and Millennium Banque Privée Suisse SA in Switzerland.
Her professional experience included positions as Senior Private Banker, Senior Relationship Manager, Branch Assistant Manager, Customer Service Supervisor and Investment Advisor. Kyriaki is a Certified Wealth Management Advisor CWMA by SAQ (The Swiss Association for Quality) and by HCMC (The Hellenic Capital Market Commission) and holds a BSc in Marketing Management from the American College of Greece.
Executive Partner
Otto Krul
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Otto Krul started in Private Banking and Wealth Management in 2003.

He worked as Relationship Manager for ABN AMRO Bank and for Union Bancaire Privée. He joined Task Wealth Management in 2017 as an Executive Partner.

Executive Partner
Armando Vasconcelos
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Over twenty years of experience in International Private Banking and Wealth Management working for financial institutions such as JP Morgan, Citibank, UBS, Safra and others in various geographies (San Francisco, São Paulo, Zurich and Geneva).
Armando Vasconcelos joined TASK in 2017 as an Executive Partner and Senior Relationship Manager, offering high net worth Latin American families and individuals independent investment advisory, portfolio allocation/management and wealth structuring.

Executive Assistant
Pedro Neves
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Pedro joined Task in 2024 bringing over 15 years of experience across Asset and Wealth Management for companies such as JP Morgan, UBP – Union Bancaire Privée and Millennium BCP in roles from middle to front office and trading. Along his experience he has done in the past the CAIA and CWMA certifications, along with a degree in Economics and the CFA level I.