Our Team

ZARA INVEST – Asset Management Team

Dan Suissa

Chief Executive Officer (CEO)

Dan leads the strategic direction of ZARA INVEST and oversees all operational activities. With over 20 years of experience in international wealth management and private equity, he brings extensive expertise in leading global investment teams.

Robert Platt

Chief Investment Officer (CIO)

Robert is responsible for the firm’s investment strategy and portfolio management. He brings strong expertise in multi-asset strategies and alternative investments, with a clear focus on sustainable value creation and long-term performance.

Julien Lefèvre

Head of Portfolio Management

Julien oversees the operational management of portfolios, including performance monitoring and risk control. He brings extensive experience in institutional asset management and portfolio governance.

Sophie Moreau

Senior Investment Analyst

Sophie supports the identification and analysis of new investment opportunities, particularly in real estate and infrastructure. She holds a degree in economics and has a strong background in European investment firms.

Antoine Girard

Fixed Income Portfolio Manager

Antoine manages fixed income portfolios, including high-yield and investment-grade bonds. He brings deep expertise in global bond markets and credit strategies.

Frank Goy

Asset Manager / Portfolio Manager

Frank is responsible for the management and development of diversified investment portfolios. He specializes in asset allocation, portfolio structuring, and long-term value creation for private and institutional clients.

Philippe Laurent

Risk & Compliance Officer

Philippe ensures compliance with regulatory requirements and oversees risk management. He brings extensive experience in risk control, governance, and internal audit.

Jan Panek

Asset Manager & Investment Advisor

Jan advises on alternative investment strategies, including private equity and structured solutions. He brings solid experience in the European alternative investment market and supports clients with innovative, value-driven investment concepts and tailored advisory solutions.

Nicolas Fontaine

Quantitative Analyst

Nicolas develops models for portfolio management and risk optimization. He holds a PhD in financial mathematics and brings strong expertise in algorithmic investment analysis.

Élodie Martin

Client Relationship Manager

Élodie manages institutional and UHNW clients, ensuring smooth reporting and communication. She brings strong experience in client relationship management within international wealth management environments.

Thomas Bouvier

Operations & Investment Support

Thomas is responsible for the operational execution of investment decisions, including reporting, settlement, and documentation. He brings extensive expertise in back-office operations and asset servicing.

Jonathan Adler

Senior Asset Portfolio Manager


Jonathan manages diversified portfolios with a strong focus on structured investments and international market exposure. He is recognized for his disciplined investment approach and expertise in portfolio optimization.