About us

BRP Tax is a subsidiary company of BRP SA, created to consult the financial industry (private banks and wealth managers) to meet the new challenges in the field of taxation. Our activities are tax manuals, training, checklists and consulting services related to taxation in the private banking sector.

We use a 360-degrees, trans-disciplinary approach that combines legal/tax, compliance, portfolio management, banking operations and IT expertise, in order to produce reference manuals for private banks that are truly applicable to the workplace. Local specialists from the BRP network provide ongoing support in the process of creating related country manuals and rule sets for Banks.

BRP Tax has now acquired more than 80 references in the financial industry and we are on our way to becoming a recognized international player in our niche. This success is a reflection of the trust and support from our clients.

Meet the team

Romain Potet

Romain Potet

Romain is a Swiss certified tax expert. He holds a master's degree in engineering with a postgraduate MBA.

Over the last decade, he experienced multiple positions in the banking industry with a successful client-oriented approach. He developed hard tax-based skills in a changing cross-border environment by implementing practical solutions to major tax-related issues that arised within the Private Banking sector. If international tax suitability and new tax transparency regulations are the key challenges of his activities, the digital transformation of the tax function has become a new playing field.

Romain has been appointed CEO of BRP Tax since 1st of January 2019.

Alexandra Marquez Palgi

Alexandra Marquez Palgi

Alexandra is a Qualified Spanish Lawyer and holds a Diploma in Business Administration of the ICADE University of Madrid (Spain).

She is a STEP member. She has over 18 years’ experience working in Wealth, Tax and Legal departments of several prestigious Banks in Switzerland and the US, focusing in Spain and many LATAM countries. She is specialist in the field of taxation of financial products.

Alexandra joined BRP Tax in September 2019 as Director /Senior Tax Lawyer.

Jean-Marc Favre

Jean-Marc Favre

Jean-Marc is a Swiss Chartered Public Accountant, holding a degree of the Faculty of Business and Economics of Lausanne (HEC).

He has over 30 years of experience in Financial audit and a first-hand experience with operational and technical issues connected with taxation. He worked first in a big four, then with financial institutions in Switzerland.

Jean-Marc joined BRP Tax in 2018 as Tax Compliance Specialist.

Caroline Dessimoz

Caroline Dessimoz

Caroline is a Swiss lawyer holding the LLM-Tax degree of Geneva University.

After passing the bar exam in June 2011, she practiced as an associate and then as a partner from 2014 in the firm Fedele Dessimoz & Associés in Geneva and advised and assisted her clients in various procedures, notably in the fields of commercial, civil and tax law.

In December 2016, she obtained with distinction the LLM-Tax degree of Geneva University and decided to focus her career in the field of tax law.Caroline recently follows the Swiss Tax Expertise Diploma.

Caroline joined BRP TAX as of 1st of March 2019 as Tax Lawyer.

Our collaborations:

BRP Tax develops its products in partnership with:

- Azek
- indigita
- appway