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Christoph Huber

Christoph Huber

Christoph Huber

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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. 

Languages
  • German – Mother tongue
  • English – Fluent
  • French – Spoken
Publications
Work experience
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.
Education
1998 – 1999
Training at AZEK (Training Centre for Investment Experts) to become a federally certified financial analyst and asset manager
1988 – 1995
Studied economics at the University of Basel (lic.rer.pol.), with specialization in financial market theory and macroeconomics.
Work experience
Education
Languages
Work experience
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.
Education
1998 – 1999
Training at AZEK (Training Centre for Investment Experts) to become a federally certified financial analyst and asset manager
1988 – 1995
Studied economics at the University of Basel (lic.rer.pol.), with specialization in financial market theory and macroeconomics.
Languages
  • German – Mother tongue
  • English – Fluent
  • French – Spoken

Personal convictions

Values
The characterization of values is a continual process and my professional environment, in particular, offers me the opportunity to grow. In my current role, I have clients who entrust both their assets and their life stories to me. These personal relationships enable you to mature. Creating trust is the objective and reference point of my value system; openness, respect, tolerance and impartiality are important to me.
Markets
I observe the global financial markets for my clients and assess all asset classes in order to maintain an overall view of market movements. I provide my clients with support to navigate the ups and downs of financial markets without losing sight of the longer-term trends. A long-term alignment of investment policy is the core of solid asset management. I also provide my clients with independent and trustworthy advice on all financial aspects of their lives.
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.
Risks
I have about 25 years of financial market experience, which has taught me that the real risks for investors are not necessarily the ones which are currently heralded as the greatest risks in the financial press. We follow a long-term, fundamental investment principle and do not react to short-term swings in the markets. However, there are newer trends, which we monitor rigorously: through the increasing amount of self-managed, new assets, which follow few and non-transparent algorithms, a new volatility has developed that we still need to get to know.
Countries
I like to gather inspiration from afar and am interested in foreign cultures, landscapes and nature. In my professional career, I mainly provide my services to clients from Switzerland and the neighboring countries. I monitor the global financial markets for these clients and we make investment decisions with a global focus in order to recognize opportunities and potentials.
People
I prefer one-on-ones to larger gatherings, as I like to focus. Communicating with clients is an exercise of character, as you learn a lot, especially that trust has to be earned. A long-standing and trusting relationship with my clients means a lot to me.
Values
The characterization of values is a continual process and my professional environment, in particular, offers me the opportunity to grow. In my current role, I have clients who entrust both their assets and their life stories to me. These personal relationships enable you to mature. Creating trust is the objective and reference point of my value system; openness, respect, tolerance and impartiality are important to me.
Markets
I observe the global financial markets for my clients and assess all asset classes in order to maintain an overall view of market movements. I provide my clients with support to navigate the ups and downs of financial markets without losing sight of the longer-term trends. A long-term alignment of investment policy is the core of solid asset management. I also provide my clients with independent and trustworthy advice on all financial aspects of their lives.
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.
Risks
I have about 25 years of financial market experience, which has taught me that the real risks for investors are not necessarily the ones which are currently heralded as the greatest risks in the financial press. We follow a long-term, fundamental investment principle and do not react to short-term swings in the markets. However, there are newer trends, which we monitor rigorously: through the increasing amount of self-managed, new assets, which follow few and non-transparent algorithms, a new volatility has developed that we still need to get to know.
Countries
I like to gather inspiration from afar and am interested in foreign cultures, landscapes and nature. In my professional career, I mainly provide my services to clients from Switzerland and the neighboring countries. I monitor the global financial markets for these clients and we make investment decisions with a global focus in order to recognize opportunities and potentials.
People
I prefer one-on-ones to larger gatherings, as I like to focus. Communicating with clients is an exercise of character, as you learn a lot, especially that trust has to be earned. A long-standing and trusting relationship with my clients means a lot to me.

Publications

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