Cape Meridian Advisory
A steady light in shifting markets
Independent Investment Advisory · Geneva
Approach & Philosophy
OVERVIEWCape Meridian Advisory is an independent investment advisory
practice based in Geneva, providing portfolio construction,
derivatives strategies and wealth consulting to private and
institutional clients across Europe.APPROACHThe practice operates on the conviction that sophisticated
wealth requires unconflicted advice built on market
understanding, not commercial pressure.It combines institutional rigour with the agility of an
independent platform, delivering advisory that prioritises
long-term capital preservation alongside selective
conviction-led positioning across asset classes.INVESTMENT PHILOSOPHY1. Long-term orientation. Patrimony is built and preserved
over time. Strategic asset allocation anchors every portfolio.2. Conviction-led. Concentrated exposure where research and
analysis support a clear thesis, avoiding diluted,
benchmark-hugging positioning.3. Opportunistic overlay. Tactical positioning around the
strategic core, capturing dislocations in volatility, rates,
credit and FX without compromising the long-term architecture.SERVICES1. Multi-Asset Portfolio Advisory Strategic and tactical asset allocation,
manager selection, and portfolio construction across public and private
markets.2. Equity Derivatives & Volatility Strategies
Options structures, hedging overlays, volatility positioning
and yield-enhancement strategies informed by quantitative
frameworks.3. Structured Products
Independent review and selection of structured notes, payoff
analysis, counterparty due diligence and ongoing monitoring.4. Wealth Consulting
Investment policy review, second-opinion mandates, governance
support and oversight for family offices and qualified
investors.VALUESIndependence
Free from product distribution mandates and commercial
incentives. Advice driven solely by client objectives and
market analysis.Discretion
Quiet, careful work. Long-term relationships built on trust
and confidentiality, not visibility.Stewardship
Capital is entrusted, not traded. Every recommendation weighs
the long-term implications for the underlying patrimony.
The Founder
Gauthier Teresa BennéFounder, Cape Meridian AdvisorySenior wealth management professional with nearly a decade of
experience covering UHNW clients across Swiss private banking
and multi-family office environments, with c. CHF 1.2bn in
client assets advised over the course of his career. Direct
coverage of cross-border European and Middle East based
relationships.Deep expertise in portfolio construction, tactical and
strategic asset allocation, and the structuring of derivatives
and structured products across liquid and alternative asset
classes, including portfolio-level exposure to private
equity, hedge funds and real estate. Trusted to own the
investment dialogue directly with Principals, Relationship
Managers and discretionary portfolio management teams.Prior to founding Cape Meridian Advisory, he was Financial
Advisor at Elystone Capital S.A., a Geneva-based multi-family
office. Before Elystone, he spent eight years
at Rothschild & Co in Zurich, covering a diversified UHNW
book across the Italy, France and Middle East desks as
primary point of contact for investment dialogue and client
relationships.Quantitative background: MSc in Quantitative Finance from
Bocconi University and MSc in Applied Economics and BSc in
Econometrics from Aix-Marseille University. He holds the
CFOA (Certified Futures and Options Analyst) and CESP
(Certified Structured Products Expert) certifications.
CFA Level I candidate.Italian and French national. Trilingual: French, Italian and
English. Conversational Spanish. Based in Geneva.
Get in touch
ContactFor professional inquiries:[email protected]Cape Meridian Advisory · Geneva, Switzerland
DISCLAIMERCape Meridian Advisory is the professional trade name of an
independent practice operated by Gauthier Teresa Benné as a
sole practitioner. It is not a registered legal entity and
does not operate as a regulated financial institution.Cape Meridian Advisory is not authorised, licensed, or
supervised by FINMA (Swiss Financial Market Supervisory
Authority) or by any other financial regulator. It is not
affiliated with any bank, asset manager, broker-dealer,
or investment firm.The content of this website is for general informational
and professional positioning purposes only. Nothing on this
website constitutes — or should be construed as — investment
advice, financial advice, tax advice, legal advice, an offer
or solicitation to buy or sell any financial instrument, a
recommendation to enter into any transaction, or the
provision of any regulated financial service.No client relationship, advisory mandate, or fiduciary duty
is created through the use of this website or through
correspondence initiated via the contact details provided
herein. Any professional engagement is subject to a separate
written agreement and to case-by-case assessment of
suitability and applicable jurisdiction.This website is not directed at any person in any
jurisdiction where the publication or availability of its
content would be contrary to applicable laws or regulations.
Visitors are responsible for ensuring that access to this
website complies with the laws of their jurisdiction.All information is provided "as is" without warranty of any
kind. Cape Meridian Advisory accepts no liability for any
loss or damage arising from reliance on the information
contained herein.© 2026 Cape Meridian Advisory. All rights reserved.