2019 - Present
PARTNER
FINAD AG, Zurich
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 Asset Management, Zurich
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 Baer, Lucerne
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, Zurich
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.