The Pentagon Group comprises a team of 2 partners, 1 Multi-Family Officer and 1 strategic advisor:
4 members with almost ten decades of combined financial markets expertise sharing strong ethical values, integrity, stellar reputation and sound market principles.
https://www.linkedin.com/in/giovanni-manella-97910a57/
Our Stragic Advisor holds certificates in Financial Planning and Wealth Management, and in Behavorial Finance from the International Corporate Finance Institute. He has more than 10+ years of significant experience in real estate management & transactions and construction in Luxembourg with deal-making exposure to the GCC and Benelux as well as being key in introducing new deals and clients, his skills and management experiences revolve around: Market Research and analysis, Conducting price studies within the given deadlines, Designing of business models and business plans, Staff management and recruitment, Global support for professional and private investors across Europe & the Middle East; Evaluation and valuation of properties, Management of exclusive assignments, Monitoring of sales transactions, Creation of an exclusive network of business introducers, Promoting brand image and running communication.Our Stragic Advisor has been heading Pentagon Luxury Watches and Yachts at Pentagon Yacht Services.
One of our principals has a career spanning over 20+years in accounting and consulting, financial markets products. He spent 7 years in Compliance and Risk Management and FX/money-markets quantitative trading, Fund Reporting with the CSSF (Luxembourg regulator). Specialist in Fund structuring/monitoring, e.g. currently a Conducting person of a USD 1.5 Billion Real Estate fund on behalf of Sovereign Wealth Fund in the GCC, and Conducting Officer for a Eur 2.5 Billion ILS Investment Fund; he is also an expert in companies incorporation and corporate finance with past experiences at KPMG, Banque de Luxembourg, MDO, Laven Financial Services, Mazars and MEBS. Graduate as French CPA, he is also teacher and teaching material co-writer at IFBL, Luxembourg Financial & Banking Institute.
https://lu.linkedin.com/pub/didier-morin/8/2b4/660
Another of our principals has more than 28+ years of significant experience in alternative asset management via a BVI asset manager boutique Alchemy Managers Ltd since 2001, research and asset management in Hedge Funds, FOFs portfolio modeling and strategic/tactical allocation, which became compliant in 2005 at a major life insurance company in Luxembourg, Lombard International Assurances (now owned by The Blackstone Group) and, expertise in cross-assets structured derivatives solutions via SocGen CIB in 2007, and today for The Pentagon Group via an exclusive access to a platform of 25 investment banking institutions. Previously a Senior Global Analyst for UBS in London advising internal and external institutional clients such as UBS Warburg, UBS Brinson, UBS O'Connor and Fidelity, Soros Fund Management, Kingdom Holding Company and various family offices on markets strategies; Equities, Futures, FX and Options trading, previous market-making experiences at MONEP Paris Stock Exchange and Sales at Bloomberg Financial Markets for asset managers, banks and corporate treasury desks.
Jean-Marc Bloch-Lambert | LinkedIn
Our Head of Multi-Family Office has 28+ years experience in the field of Wealth Management, Corporate Finance and Multi Family Office Services and currently:100% Owner of two Multi-Family Offices that mainly do origination of UHNWI/HNWI; Partner and Head of Italian and Swiss Markets of TheMFO (Geneva, Zurich, Zug, Malta, Dubai); Partner and Senior Advisor of Swiss Merchant Corporation (Lugano, Milan). He is also Of Counsel Ernst & Young Corporate (Milan); CEO of P+G CAPITAL (Chiasso); Of Counsel Lexjus Sinacta (Milan); Senior Advisor China Construction Bank Europe (Milan); Special Advisor Genertec Holding (Shanghai, Milan) and Associate Credit Suisse Corporate Advisory (Zurich).
Field of expertise in the following sectors: Family Office Services, Family Management, Life Organizer, Private Banking, Wealth Management, Lifestyle Management, Luxury Services, Fiduciary Services, Relocation, Internationalization, International Tax Planning, Corporate Finance, Working Capital, Transportation Financing, Mergers & Acquisitions, Art Consulting, Prestigious Properties, Yield Properties, Luxury Hotels, Commodities, Sport Management and Strategic Advisory.
https://www.linkedin.com/in/giovanni-manella-97910a57/Our Stragic Advisor holds certificates in Financial Planning and Wealth Management, and in Behavorial Finance from the International Corporate Finance Institute. He has more than 10+ years of significant experience in real estate management & transactions and construction in Luxembourg with deal-making exposure to the GCC and Benelux as well as being key in introducing new deals and clients, his skills and management experiences revolve around: Market Research and analysis, Conducting price studies within the given deadlines, Designing of business models and business plans, Staff management and recruitment, Global support for professional and private investors across Europe & the Middle East; Evaluation and valuation of properties, Management of exclusive assignments, Monitoring of sales transactions, Creation of an exclusive network of business introducers, Promoting brand image and running communication.Our Stragic Advisor has been heading Pentagon Luxury Watches and Yachts at Pentagon Yacht Services.