About us

Every step we take on behalf of our clients is guided by our philosophy: “To Protect and To Serve”.

Bayard SA is a Family Office based in Geneva since 2011, offering financial monitoring, property management, administrative support and lifestyle services to individuals with substantial wealth in order to support them as best as possible in their daily lives, while anticipating their needs and expectations.

Protect

Whether we are talking about sensible development or active preservation, our aim is to protect our customers’ assets. But this sustainable philosophy does not exclude completely any risk-taking and aims to offer the highest possible returns, while preserving those assets in the long run.

Serve

Following a global approach, our mission goes beyond the administration of assets: we have developed a full range of services designed to simplify our clients’ daily lives and help them plan their future while they can focus on their professional activities.

History

Jean-Marie Formigé founded Bayard SA in 2011 and is currently President of the Board. After graduating in Political Science from the University of Geneva, Jean-Marie Formigé began his career in commodity trading (Sucafina, Addax & Oryx). After a spell in audiovisual production, he spent 18 years in wealth management at UBS, Lombard Odier & Cie, Credit Suisse and then Reyl & Cie. On the strength of his experience, and aware that clients and practices were changing, he decided to found Bayard SA, with the aim of providing services tailored to the needs of entrepreneurs and private individuals, and always based on a dynamic and comprehensive approach of their wealth, while giving them the benefit of the extensive network he had built up over the course of his career.

Our approach

We offer our clients a full range of services with the aim to manage and protect their assets in a professional, personalized and efficient way.

To this end, we act as ‘superintendents’, putting all our resources and experience at the service of our clients’ personal and professional success, offering them services that range from the administration of their day-to-day affairs to the implementation of complex wealth strategies, including the management and administration of their real estate assets.

We have a network of certified professionals who are recognised in their profession, and we orchestrate all these partners so that our customers have a single point of contact for each of their requests. In this way, we are able to adapt to the changing needs of our customers, offering tailor-made services to a particularly time-sensitive clientele for whom it is essential to be able to make proposals or execute decisions in a short space of time.

As a result, our range of services is constantly evolving to meet the individual needs of our customers, but our aim is always the same: to help ease their day-to-day administrative burdens and provide them with the best possible support in all areas of their professional and personal lives, thanks to a bespoke approach.

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