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The Pentagon Group

The Pentagon Group Team

The Pentagon Group comprises a team of 1 partner, 1 Multi-Family Officer and 1 Strategic Advisor:
3 members with almost ten decades of combined financial markets expertise sharing strong ethical values, integrity, stellar reputation and sound market principles.



One 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.

External link opens in new tab or windowJean-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.

He is also Independent Member of the Advisory Board of EFG Bank and Associate of Havilland Bank. Former CEO of Morgan Vonwiller Investment Bank and CEO of Excellence International (CH) lead Banca Intesa into the Chinese market.

3 years at Swiss Merchant Corp., COO International Fund Business, Head of International Sales for large institutions. For 8 years, hired by HNWIs to implement Family Offices (London, Frankfurt, Zurich, Lugano, Monaco, Milan). Commercial Director and General Director of prime Italian and Swiss Banks: Banca Mediolanum, Banca Commerciale Italiana, Cassa di Risparmio di Torino, Credito Emiliano, Fineco and Deutsche Bank Italy; Banco di Lugano, Gesfid Bank, Julius Baer, BSI, One Swiss Bank and Cite Asset Management.

Professor at Italian Stock Exchange, Chamber of Commerce of Milan, Como, Brescia, Padua, Industrial Association of Milan, Industrial Association of Como, University of Football of Rome and SUPSI University of Lugano. As Head of the Team,  handled the spin-off of Latin American assets  of $ 1 Bln under management from HSBC to GNB Sudameris

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.

External link opens in new tab or windowhttps://www.linkedin.com/in/giovanni-manella-97910a57/

Our Strategic 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 Strategic Advisor has been heading Pentagon Luxury Watches and Yachts at Pentagon Yacht Services.











   

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