Disclaimer and General Privacy Policy

Local Restrictions
Access to information on ELIA Investment Advisors AG`s website (the “Website”) may be restricted by laws and regulations applicable to the user. Use may be prohibited due to the user’s nationality, residence or otherwise. Persons in respect of whom such prohibitions apply must not access ELIA Investment Advisors AG`s website.

Accessing the Website
By accessing this Website, the data, information and material contained or described herein (together the “Information”), you acknowledge your agreement with, and understanding of, the following terms and conditions of use.

Purpose of Information
The Information published on this Website is provided solely for information purposes.  The Information provided herein does not constitute investment research.  Under no circumstances should the Information be used or considered as an offer or a recommendation to sell or the invitation or solicitation of an offer or recommendation to buy any product or service offered by ELIA Investment Advisors AG including its directors, advisors and employees.

Exclusion of liability
ELIA Investment Advisors AG does not give any representation or warranty as to the accuracy, reliability, timeliness or completeness of the Information, nor as to the appropriateness of the Information for any use which any individual user may choose to make of it and accepts no responsibility for updating any part of the Information. ELIA Investment Advisors AG does not accept any liability for any error, omission or misrepresentation in relation to the Information or for any loss, damage, cost or expense (whether direct, indirect, consequential or otherwise) suffered by the individual user of this Information or any other person as a result of any use of the Website or reliance upon any information or statement of any kind contained herein. The information and opinions are provided by ELIA Investment Advisors AG for informational purposes only and are subject to change without notice.

Use of the Website / Use of Information
The individual user shall not use the Website in any way that is fraudulent or unlawful. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.

Past performance / Forward-looking statements
Nothing herein shall be relied upon as a promise or representation as to past or future performance. The Website may contain forward-looking statements. ELIA Investment Advisors AG undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise.

Data Protection declaration and copyright
Unless otherwise stated, you are not contractually or legally required to provide personal information, nor is it necessary for the conclusion of a contract. You are not obliged to provide data. Not providing data has no consequences, unless specified otherwise in subsequent processing stages.

Unless otherwise noted, text, images and layout contained in this document of ELIA Investment Advisors AG are the exclusive property of ELIA Investment Advisors AG and may not be copied or distributed, in whole or in part.

Jurisdiction and Governing Law
Any dispute arising out of or in connection with the Website shall be subject to Swiss law and shall, subject to appeal, exclusively be referred to the competent courts of Zurich (Canton of Zurich), Switzerland.

Actively Managed Certificates
The Website contains information on Actively Managed Certificates (“AMCs”). Actively Managed Certificates are financial instruments, which may provide exposure to an active investment strategy, which is not suitable for all investors, and investing in these instruments may lead to a total loss of the capital invested. The AMCs do not include any protection from future market performance so investors could lose some or all of their investment. If the Issuer and the Guarantor are not able to pay investors what is owed, investors could lose their entire investment.

The information contained on this Website is for marketing purposes and solely intended for Professional Clients, in accordance with the Swiss Financial Service Act (“FINSA”), Qualified Investors in accordance with the Swiss Collective Investment Schemes Act of 23 June 2006 (“CISA”) domiciled in Switzerland, Professional Clients in accordance with Annex II of the Markets in Financial Instruments Directive II (“MiFID II”) domiciled in the European Union und European Economic Area with a license to distribute / promote financial instruments in such capacity or herewith requesting respective information on products and services in their capacity as Professional Clients.

Some AMCs about which information is shown on this Website may not be available in your domicile country. Please check the registration status in your respective domicile country. Persons who are subject to any restrictions such as US persons are not permitted access to information contained herein

The legal current legal documents of the AMCs can be obtained from the issuer of the respective AMCs free of charge.

By clicking “I agree” you confirm that you/the company you represent falls under one of the above-mentioned categories of addressees and that you have read, understood and accept the terms of use for this Website.

Eveline Bieler

Independent Advisor to the Board

Eveline is an Independent Advisor to the Board on multiple corporate topics. Eveline brings an extensive experience in supporting wealthy families in their banking and wealth management matters. Prior to joining ELIA Investment Advisors, Eveline had worked for 10 year at key client desks of UBS, Bank Morgan Stanley and Goldman Sachs in Zurich, and has also spent two years in Hong Kong as an Analyst for a Boutique Financial Advisory, Private Equity & Risk Management Firm. Eveline holds a specialist certificate in Asset Management from Hong Kong Securities and Investment Institute and has completed a Master’s Degree in Financial Consulting and the Certified Financial Planner (CFP®) programme at Zurich University of Applied Sciences.

James Bejjani

Senior Partner

James has over 17 years of experience in Portfolio Management and Special Situations in the United States, Europe and the GCC. His areas of expertise span across a range of asset classes including Private Equity and Venture Capital. Prior to joining ELIA Investment Advisors James Bejjani served as Director of a large Geneva based multifamily office, and member of its Investment Committee. Earlier, James had spent eight years at M1 Group, a Single Family Office, where he was a Portfolio Manager. In that role he led M1’s Fixed Income investment activities in public (credit and capital structure investing) and private companies in both Developed and Emerging markets. Before that, he worked at Macquarie Funds Group where he had dual responsibility as a Trader and Analyst for a multi-billion dollar Fixed Income portfolio for institutional clients. He was also previously an Associate Director and an Institutional Investor ranked Strategist at UBS Investment Bank in New York. He began his career on Wall Street at Mortgage Industry Advisory Corporation (as a Quantitative Analyst). 

James earned his MS in Financial Mathematics from Warwick Business School in the UK, his BA in Economics and minor in Mathematics from the American University of Beirut and his double LLB degree in Private and Public Law from Saint Joseph University. He also completed an executive program at the Wharton School of the University of Pennsylvania. In addition, James is a member of the NY based Fixed Income Analysts Society.

Anton Schmidt

Managing Partner

Anton has spent over a decade covering UHNW families and individuals. He dedicated his professional career to providing tailor-made and differentiated investment advice across major asset classes and whole range of financial instruments. Most recently as an Executive Director and Private Wealth Advisor in the Private Wealth Management division of Goldman Sachs in Zurich after joining from Morgan Stanley in 2012, where he started as an analyst in 2010. His prior professional experience includes Bloomberg in London and Volkswagen in Wolfsburg.

Anton holds a Business Administration Diploma (MSc) with specialisation in Banking & Finance from Mannheim University, Germany and a Postgraduate Certificate in Finance from London School of Business and Finance, UK.

Christos Kontos CFA, FRM

Founding Partner & CEO

Prior to setting up ELIA Investment Advisors, Christos worked as an Executive Director at the Wealth Management divisions of Goldman Sachs (2014 – 2019) and Morgan Stanley (2007 – 2014), offering an institutional approach to private client investing. Before entering the world of the two large Investment Banks, Christos served as a Senior Associate for Swiss Capital Alternative Investments (currently StepStone Global), a Hedge Fund company based in Zurich, dealing with the design of specialised investment solutions for pension funds and insurance companies. Prior to moving to Switzerland in 2005, he worked in the Fixed Income Derivatives department of Intesa San Paolo IMI in Milan, and Equity Trading at NBG Securities and Alpha Bank in Greece.

Christos is a holder of the Certificate of Business Excellence from Columbia Business School in New York and holds an MBA from SDA Bocconi in Milan, an MSc in Finance from Strathclyde University in Glasgow and a BSc from Athens University of Economics and Business. He is a certified risk manager (FRM) by the Global Association of Risk Professionals (GARP) and holds the Chartered Financial Analyst (CFA) designation.