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Christoph Huber

Partner
Zurich

The interplay between economies and politics has always interested me and so I focused on macroeconomics, monetary policy and financial market theory during my Economics degree.

During my studies I was fascinated with understanding the big picture, and my interest in this is still unwavering. As an asset manager, I am now required to analyze these correlations, make the right investment decisions and ensure our clients understand everything. I am a partner who can offer clarity in the face of complexity, who can look far into the future by virtue of experience and technical competence. 

Curriculum Vitae
2019 – laufend
Partner
FINAD, Zürich

Strategic investment and wealth management advisor for wealthy private clients and institutional investors. Asset management and client advisory services. Member of the Investment Committee.

2009 – 2018
Senior Customer Consultant
WMPartners Vermögensverwaltung, Zürich

Asset manager and client advisor for wealthy private clients. Member of the Investment Committee (Tactical Investment Policy) and various specialist committees (stock selection, fund selection, alternative investments). WMPartners Vermögensverwaltungs AG was acquired and integrated into Bank Julius Baer in 2017.

2000 – 2008
Head of Portfolio Management
Bank Julius Bär, Luzern

Head of Portfolio Management at the Lucerne branch. Portfolio management for private and institutional client mandates. Support of client advisors in client communication (investment proposals, performance meetings).

1999 – 2000
Portfolio Analyst
UBS Brinson, Zürich

Portfolio analyst at the interface between institutional asset management and UBS Private Banking. Portfolio co-ordination at asset allocation level and investment consulting for various positions in Private Banking.

1995 – 1999
Senior Portfolio Manager
Swiss National Bank, Zurich
Portfolio management of various bond portfolios. The Foreign Exchange Investments Division is responsible for managing the foreign currency reserves of the Swiss National Bank.
Trends

Digitalization and automation are trends which create new competitive situations. For us, these trends mean making our quality more visible: however, even in a digitalized world, personal and individual consultation, ideally spanning a person’s entire life, is still valued by our clients.

Christoph Huber FINAD, Zürich
Education
1998 – 1999
Training Centre for Investment Experts

Training at AZEK (Training Centre for Investment Experts) to become a federally certified financial analyst and asset manager

1988 -1995
University of Basel

Studied economics at the University of Basel (lic.rer.pol.), with specialization in financial market theory and macroeconomics.