Claude Bass

Chief Executive Officer

Claude is a true titan of the industry and has more than three decades of experience in the areas of wealth management, investments, succession planning, family offices and trusts.

He has spent the majority of his career at Boccard, and worked closely with Charles Boccard to complete the international restructuring of the firm in 2017 – 2018. He has advised over 100 HNWIs and family offices on their wealth management and succession planning strategies, with a combined AUM of more than $5 billion.

Prior to joining Boccard, Claude worked for a number of international financial institutions, including J Safra Sarasin and BNP Paribas.

He has a Bachelor’s Degree in Finance from the University of Lausanne and an MBA from Columbia University.

Copyright 2022, Boccard Asset Management Limited. Incorporated in the British Virgin Islands.

Expiration: 31/12/2026 Approval Date: 01/09/2023 Review Code: KS3665333

Investment advisory services and brokerage services are distinct and separate. Each service differs in material ways and is governed by different laws, regulations and internal policies. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please ask your Boccard Financial Advisor for a copy.

The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information.

Copying, editing, modifying, distributing, sharing, linking or any other use (whether for commercial purposes or otherwise) of this material, other than personal viewing, without prior written permission from Boccard is strictly prohibited.

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Copyright 2022, Boccard Asset Management Limited. Incorporated in the British Virgin Islands.

Expiration: 31/12/2026 Approval Date: 01/09/2023 Review Code: KS3665333

Investment advisory services and brokerage services are distinct and separate. Each service differs in material ways and is governed by different laws, regulations and internal policies. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please ask your Boccard Financial Advisor for a copy.

The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information.

Copying, editing, modifying, distributing, sharing, linking or any other use (whether for commercial purposes or otherwise) of this material, other than personal viewing, without prior written permission from Boccard is strictly prohibited.

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