Our Team

Deep In-House Competence

We have invested in hiring and developing the internal depth of expertise necessary to identify the right opportunities and to implement them safely. With these in-house resources we are better able to leverage our select network of family offices, high net worth individuals, asset allocators and consultants, mainly on the buy side.

Broader Opportunity Set

While cash, equities and bonds are integral elements of a portfolio, there is much more to the story. We provide counsel and access to a broad range of alternative strategies and private capital investments in order to build a portfolio that can enhance risk-adjusted return over a market cycle.

Agility

It is our nature to be innovative and we have sufficient scale to hire and develop world-class talent. Our greatest quality, however, is the ability to be agile in a changing world where size is not enough and speed is essential.

Greater Innovation

Crescendo Group has a tradition of innovating rather than accepting the status quo. At some times, this has translated in positioning our portfolio differently than the broad market, at others it has meant developing entirely new investment mandates in order to access remote opportunities that others simply miss.

Managing Partners

Mr. Diwan is a former member of the Executive Board of Banque Privée Edmond de Rothschild, Geneva and served with the bank from April 2000 to June 2006. A leading Swiss private bank, it manages over $75 billion in assets drawn mainly from international private wealth clients. He also was a member of the bank's alternative investments committee that in 2001 launched and managed several fund of funds across alternative strategies which today have combined assets close to $1 billion.

Prior to Banque Privée Edmond de Rothschild, Mr. Diwan served with Union Bancaire Privée in Geneva from 1988 to 2000, a leading bank in the alternative investment arena. Mr. Diwan was in charge of high net worth individuals from Latin America and Europe and managed a book totaling $2 billion.

Mr. Diwan received a degree in Political Sciences from the University of Geneva, Switzerland (1984).

Douglas Kalen's primary responsibilities include relationship management and developing new business. A professional wealth manager, Mr. Kalen has extensive experience in asset allocation, portfolio construction and risk management. He serves as a member of the investment committee.

Prior to Crescendo Capital Mr. Kalen was a portfolio manager at the Banque Privée Edmond du Rothschild where he managed portfolios on the Asset Management Desk of the Latin American Department. 

Mr Kalen specialized in alternative investments. Mr Kalen was also very active in the acquisition of new business for the bank in Spain, Venezuela and Mexico and was also responsible for marketing to, and acquisitions of new business for private bankers.

He received a BA in International Business from the European Business School, London. UK.

Investment Team

Prior to joining Crescendo Capital SA in 2006, Mr. Perret was a Portfolio Manager at Bucephale Investment Management, an independent investment management firm specialized in hedge funds. At Bucephale, his role included the management of a multi-strategy/ multi-manager hedge fund program.

From 2002 to 2005, he was a Portfolio Manager at Banque Safdie, a private bank based in Geneva, where he was responsible for the hedge fund allocations and was actively involved in the hedge fund advisory activity that the bank developed.

Prior to that he worked both in London and Geneva for Zurich Capital Markets where he specialized in structured products on hedge funds. He started his career at PricewaterhouseCoopers in 1998 and worked there during two years in the finance and audit department.

Mr. Perret graduated with a degree in Commercial Law and then a Masters in Finance at the University of Nice, France. He is a candidate for the CAIA Charter Level II.

 

Mr. de Montauzon is responsible for the private debt activity of Crescendo Capital and has extensive expertise in alternative asset management having managed funds and portfolios in private equity / venture capital for HNWI and institutions.  Mr. de Montauzon was recently Head of Private Equity at UBP (Union Bancaire Privée) and Managing Director of the Holding de Picciotto in Geneva. His responsibilities covered the entire scope of the Alternative / private equity space from research, origination, investment, portfolio management, mid and back-office, information technology.

Mr de Montauzon graduated from the Ecole Polytechnique Fédérale de Lausanne (EPFL) in Robotics in 1992.
  • Middle-office manager
  • 4 Investment Analysts

Administration Team

Prior to joining Crescendo Capital SA in 2005, M. Altmeyer-Dupont worked for over ten years as an auditor for KPMG, first in Düsseldorf/Germany, then in Geneva in the Banking & Finance department.

She extended her experience by working for the bank Clariden Leu SA in Geneva as head of the account opening department.

M. Altmeyer-Dupont graduated in Economics at the University of the Saarland, Germany.

  • Legal Services 
  • Accounting Services 
  • Middle Office Reporting 
  • Information Technology

 

Multi-Asset Class
Investment Committee

Mr. Diwan is a former member of the Executive Board of Banque Privée Edmond de Rothschild, Geneva and served with the bank from April 2000 to June 2006. A leading Swiss private bank, it manages over $75 billion in assets drawn mainly from international private wealth clients. He also was a member of the bank's alternative investments committee that in 2001 launched and managed several fund of funds across alternative strategies which today have combined assets close to $1 billion.

Prior to Banque Privée Edmond de Rothschild, Mr. Diwan served with Union Bancaire Privée in Geneva from 1988 to 2000, a leading bank in the alternative investment arena. Mr. Diwan was in charge of high net worth individuals from Latin America and Europe and managed a book totaling $2 billion.

Mr. Diwan received a degree in Political Sciences from the University of Geneva, Switzerland (1984).

 

Douglas Kalen's primary responsibilities include relationship management and developing new business. A professional wealth manager, Mr. Kalen has extensive experience in asset allocation, portfolio construction and risk management. He serves as a member of the investment committee.

Prior to Crescendo Capital Mr. Kalen was a portfolio manager at the Banque Privée Edmond du Rothschild where he managed portfolios on the Asset Management Desk of the Latin American Department. 

Mr Kalen specialized in alternative investments. Mr Kalen was also very active in the acquisition of new business for the bank in Spain, Venezuela and Mexico and was also responsible for marketing to, and acquisitions of new business for private bankers.

He received a BA in International Business from the European Business School, London. UK.

Prior to joining Crescendo Capital SA in 2006, Mr. Perret was a Portfolio Manager at Bucephale Investment Management, an independent investment management firm specialized in hedge funds. At Bucephale, his role included the management of a multi-strategy/ multi-manager hedge fund program.

From 2002 to 2005, he was a Portfolio Manager at Banque Safdie, a private bank based in Geneva, where he was responsible for the hedge fund allocations and was actively involved in the hedge fund advisory activity that the bank developed.

Prior to that he worked both in London and Geneva for Zurich Capital Markets where he specialized in structured products on hedge funds. He started his career at PricewaterhouseCoopers in 1998 and worked there during two years in the finance and audit department.

Mr. Perret graduated with a degree in Commercial Law and then a Masters in Finance at the University of Nice, France. He is a candidate for the CAIA Charter Level II.

 

Mr. de Montauzon is responsible for the private debt activity of Crescendo Capital and has extensive expertise in alternative asset management having managed funds and portfolios in private equity / venture capital for HNWI and institutions.  Mr. de Montauzon was recently Head of Private Equity at UBP (Union Bancaire Privée) and Managing Director of the Holding de Picciotto in Geneva. His responsibilities covered the entire scope of the Alternative / private equity space from research, origination, investment, portfolio management, mid and back-office, information technology.

Mr de Montauzon graduated from the Ecole Polytechnique Fédérale de Lausanne (EPFL) in Robotics in 1992.

Private Debt
Investment Committee

Mr. Diwan is a former member of the Executive Board of Banque Privée Edmond de Rothschild, Geneva and served with the bank from April 2000 to June 2006. A leading Swiss private bank, it manages over $75 billion in assets drawn mainly from international private wealth clients. He also was a member of the bank's alternative investments committee that in 2001 launched and managed several fund of funds across alternative strategies which today have combined assets close to $1 billion.

Prior to Banque Privée Edmond de Rothschild, Mr. Diwan served with Union Bancaire Privée in Geneva from 1988 to 2000, a leading bank in the alternative investment arena. Mr. Diwan was in charge of high net worth individuals from Latin America and Europe and managed a book totaling $2 billion.

Mr. Diwan received a degree in Political Sciences from the University of Geneva, Switzerland (1984).

 

Mr. de Montauzon is responsible for the private debt activity of Crescendo Capital and has extensive expertise in alternative asset management having managed funds and portfolios in private equity / venture capital for HNWI and institutions.  Mr. de Montauzon was recently Head of Private Equity at UBP (Union Bancaire Privée) and Managing Director of the Holding de Picciotto in Geneva. His responsibilities covered the entire scope of the Alternative / private equity space from research, origination, investment, portfolio management, mid and back-office, information technology.

Mr de Montauzon graduated from the Ecole Polytechnique Fédérale de Lausanne (EPFL) in Robotics in 1992.

Real Estate
Investment Committee

Prior to co-founding & establishing Crescendo Real Estate in 2013, Mr. Lodge served as President of W.P. Carey Limited, in charge of all European investments for W.P. Carey, Inc. (NYSE:  WPC). From 2006 to 2010, Mr. Lodge was Founder and Managing Partner of ARC Global Partners – a global diversified real estate investment and advisory firm.

Prior to founding ARC, Mr. Lodge was Executive Vice President of iStar Financial Inc. (NYSE: SFI) where he co-headed the US $3.5 billion net lease financing business from 2000 to 2006 and served as a member of iStar’s board of directors. From 1997 to 2000, Mr. Lodge led his own corporate net lease fund, American Corporate Real Estate (ACRE), formed with capital from William E. Simon & Sons and other institutional investors.

From 1983 to 1996, Mr. Lodge was a Managing Director and member of the Board of W.P. Carey & Co, a New York-based real estate investment bank, where he was among those directly responsible for forming and managing seven public corporate net lease REITs with approximately US $3 billion in assets under management, as well as for originating US $500 million in equity special account business for CalPERS focused on corporate net leased assets.

Mr. Lodge graduated with honors from Harvard College in 1978 and received an MBA from the Harvard Business School in 1983.

Prior to co-founding & establishing Crescendo Real Estate in 2013, Mr. Quai was a co-founder of Captiva Capital Management Limited which was the investment manager of a family of closed-end real estate private equity funds. Captiva was originally a joint venture between Grove International Partners (formerly Soros Real Estate Partners) and Natixis Bank with offices in London, Hamburg, Milan, Paris and Luxembourg. Captiva managed more than €1.0 billion of equity commitments where Mr. Quai was involved in the acquisition and management of more than 1,700 properties valued at more than €8.0 billion across the United Kingdom and Europe.

Mr. Quai graduated with a Bachelor of Laws from Murdoch University in 1999 and a Bachelor of Commerce from the University of Western Australia in 1994. Mr. Quai holds a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, granted in 1998.

Prior to co-founding & establishing Crescendo Real Estate in 2013, Mr. Lodge served as President of W.P. Carey Limited, in charge of all European investments for W.P. Carey, Inc. (NYSE:  WPC). From 2006 to 2010, Mr. Lodge was Founder and Managing Partner of ARC Global Partners – a global diversified real estate investment and advisory firm.

Prior to founding ARC, Mr. Lodge was Executive Vice President of iStar Financial Inc. (NYSE: SFI) where he co-headed the US $3.5 billion net lease financing business from 2000 to 2006 and served as a member of iStar’s board of directors. From 1997 to 2000, Mr. Lodge led his own corporate net lease fund, American Corporate Real Estate (ACRE), formed with capital from William E. Simon & Sons and other institutional investors.

From 1983 to 1996, Mr. Lodge was a Managing Director and member of the Board of W.P. Carey & Co, a New York-based real estate investment bank, where he was among those directly responsible for forming and managing seven public corporate net lease REITs with approximately US $3 billion in assets under management, as well as for originating US $500 million in equity special account business for CalPERS focused on corporate net leased assets.

Mr. Lodge graduated with honors from Harvard College in 1978 and received an MBA from the Harvard Business School in 1983.

Douglas Kalen's primary responsibilities include relationship management and developing new business. A professional wealth manager, Mr. Kalen has extensive experience in asset allocation, portfolio construction and risk management. He serves as a member of the investment committee.

Prior to Crescendo Capital Mr. Kalen was a portfolio manager at the Banque Privée Edmond du Rothschild where he managed portfolios on the Asset Management Desk of the Latin American Department. 

Mr Kalen specialized in alternative investments. Mr Kalen was also very active in the acquisition of new business for the bank in Spain, Venezuela and Mexico and was also responsible for marketing to, and acquisitions of new business for private bankers.

He received a BA in International Business from the European Business School, London. UK.

Crescendo
Real Estate Partners Ltd.

Prior to co-founding & establishing Crescendo Real Estate in 2013, Mr. Lodge served as President of W.P. Carey Limited, in charge of all European investments for W.P. Carey, Inc. (NYSE:  WPC). From 2006 to 2010, Mr. Lodge was Founder and Managing Partner of ARC Global Partners – a global diversified real estate investment and advisory firm.

Prior to founding ARC, Mr. Lodge was Executive Vice President of iStar Financial Inc. (NYSE: SFI) where he co-headed the US $3.5 billion net lease financing business from 2000 to 2006 and served as a member of iStar’s board of directors. From 1997 to 2000, Mr. Lodge led his own corporate net lease fund, American Corporate Real Estate (ACRE), formed with capital from William E. Simon & Sons and other institutional investors.

From 1983 to 1996, Mr. Lodge was a Managing Director and member of the Board of W.P. Carey & Co, a New York-based real estate investment bank, where he was among those directly responsible for forming and managing seven public corporate net lease REITs with approximately US $3 billion in assets under management, as well as for originating US $500 million in equity special account business for CalPERS focused on corporate net leased assets.

Mr. Lodge graduated with honors from Harvard College in 1978 and received an MBA from the Harvard Business School in 1983.

Prior to co-founding & establishing Crescendo Real Estate in 2013, Mr. Quai was a co-founder of Captiva Capital Management Limited which was the investment manager of a family of closed-end real estate private equity funds. Captiva was originally a joint venture between Grove International Partners (formerly Soros Real Estate Partners) and Natixis Bank with offices in London, Hamburg, Milan, Paris and Luxembourg. Captiva managed more than €1.0 billion of equity commitments where Mr. Quai was involved in the acquisition and management of more than 1,700 properties valued at more than €8.0 billion across the United Kingdom and Europe.

Mr. Quai graduated with a Bachelor of Laws from Murdoch University in 1999 and a Bachelor of Commerce from the University of Western Australia in 1994. Mr. Quai holds a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, granted in 1998.

  • Managing Director
    New York
  • Finance Director
    London

Crescendo
Private Capital Solutions Ltd.

Mr. Finestein is a Chartered Accountant with 25 years’ experience of investment both as principal and adviser. He is managing partner of Infinity Asset Management LLP in the UK which is a manager of both real estate and private equity funds.

Prior to founding Infinity, Mr. Finestein was a senior partner at accountants BDO in the UK operating from London and Manchester, advising on all aspects of corporate finance, real estate investment and private equity.  He has led many high profile and extremely successful international transactions during his career and is a senior non executive director on the board of several companies.

He holds a BA (Hons) in Accounting and Finance from Manchester University and is a Fellow of the Institute of Chartered Accountants in England and Wales.

Mrs Butler is a chartered accountant with more than 13 years post qualification experience of managing and operating funds in Real Estate, Private Debt and Private Equity sectors. She founded Infinity Asset Management, a private equity house, in 2007 and prior to that she was a Director of Corporate Finance at BDO Stoy Hayward, one of the largest firms of accountants in the world.

During her time at BDO Stoy Hayward she acted for a number of family offices and ultra high net worth individuals advising on their worldwide investments, dealing with structuring, reporting, operational issues and strategy.

Mrs Butler holds a BA (Hons) in Business Administration from Bradford University and is a Fellow of the Institute of Chartered Accountants in England and Wales.

  • 1 Chartered Accountant, Manchester
    1 Chartered Banker, Manchester

External
Investment Advisory Team

  • Private Lending
    New York
  • Real Estate Private Equity
    United Kingdom
  • Hedge Fund Risk
    New York
  • Hedge Fund Operations
    Geneva
  • Portfolio Advisory
    Guernsey

Client Team

Mr. Diwan is a former member of the Executive Board of Banque Privée Edmond de Rothschild, Geneva and served with the bank from April 2000 to June 2006. A leading Swiss private bank, it manages over $75 billion in assets drawn mainly from international private wealth clients. He also was a member of the bank's alternative investments committee that in 2001 launched and managed several fund of funds across alternative strategies which today have combined assets close to $1 billion.

Prior to Banque Privée Edmond de Rothschild, Mr. Diwan served with Union Bancaire Privée in Geneva from 1988 to 2000, a leading bank in the alternative investment arena. Mr. Diwan was in charge of high net worth individuals from Latin America and Europe and managed a book totaling $2 billion.

Mr. Diwan received a degree in Political Sciences from the University of Geneva, Switzerland (1984).

Douglas Kalen's primary responsibilities include relationship management and developing new business. A professional wealth manager, Mr. Kalen has extensive experience in asset allocation, portfolio construction and risk management. He serves as a member of the investment committee.

Prior to Crescendo Capital Mr. Kalen was a portfolio manager at the Banque Privée Edmond du Rothschild where he managed portfolios on the Asset Management Desk of the Latin American Department. 

Mr Kalen specialized in alternative investments. Mr Kalen was also very active in the acquisition of new business for the bank in Spain, Venezuela and Mexico and was also responsible for marketing to, and acquisitions of new business for private bankers.

He received a BA in International Business from the European Business School, London. UK.

  • Senior Relationship Managers
    Geneva
  • Junior Relationship Managers
    Geneva

 

Marketing & Distribution Team

Mr. Peuvrel was most recently Managing Director of Sabertia Capital Partners, Madrid, where he helped raise capital for projects. Previously, Mr. Peuvrel was Chief Investment Officer with Mora Wealth Management, Zürich, a position he attained after a sucessfull experience as Head of the Asset Management Department, directly overseeing $1.2 billion in assets and directing the core strategies. Previously he was Head of the Risk Management Department where he was responsible for monitoring credit and capital risk across client portfolios.

"Mr. Peuvrel holds a degree in economics from the University of Buenos Aires and a Master in Finance from Torcuato de Tella University, Buenos Aires, followed by the successful completion of the Executive Program in Private Equity and Structured Finance at the Instituto de Empresa, Madrid.

Business Development Team