Jonathan Castella, CFA, serves as a Relationship Manager at Plutus Investments SA.
Mr. Castella is a seasoned financial advisor with deep expertise in wealth management for ultra-high-net-worth individuals (UHNWI), particularly those with international and emerging market profiles. His career spans over a decade across prominent Swiss financial institutions, where he has developed a strong focus on client relationship management and investment advisory.
Prior to his current role, he founded and directed Socrate Financial Advisory, an independent wealth advisory firm. He previously held senior positions at Union Bancaire Privée and Banque Cramer, where he was a Relationship Manager and a Member of the Investment Committee, advising clients and contributing to investment strategy decisions.
Earlier in his career, Mr. Castella spent five years at Credit Suisse, serving clients from Russia, Ukraine, and Central Asia, first as part of the Wealth Management UHNWI Client Management Team and later as a dedicated Relationship Manager.
Mr. Castella holds a Master of Science in Management and a Bachelor of Science in Business Administration from HEC Lausanne. He also completed an exchange program at Saint Petersburg State University, focusing on international trading systems. He is a Chartered Financial Analyst (CFA) Charterholder and certified under the Financial Services Act (FinSA) Code of Conduct for client advisors.
He is fluent in French, English, Italian, and Russian, and has working proficiency in German.