Experience

blufolio AG

• Switzerland
• Financial Services
• 1 - 100 Employee

• Founding Partner

  • Jan 2018 - Present



Secure Wealth Management

• New Zealand
• Financial Services
• 1 - 100 Employee

• Partner & Board Member

  • Apr 2014 - Present

  Consummately liquid, client-friendly core portfolios with an ESG overlay for UHNW investors, wealth managers and family offices. Secure Wealth Management is a boutique asset manager based in Geneva, Switzerland. Working in partnership with BlackRock and UBS, we offer a selection of actively-managed, highly liquid ESG ETF portfolios, for UHNW clients, wealth managers and family offices. We have been running our strategies for well over a decade and are proud of an outstanding track-record in absolute, relative and risk-adjusted terms. The core team of five investment professionals has combined experience of almost 100 years.



Mark Browne Consulting

• Geneva Area, Switzerland

• Independent Consultant

  • Feb 2009 - Present

  Capital Markets & Investment Consulting: Sustainability, Technology, Healthcare, Infrastructure, Fintech. Capital Markets & Investment Consulting: Sustainability, Technology, Healthcare, Infrastructure, Fintech.



Vontobel

• Switzerland
• Financial Services
• 700 & Above Employee

• Managing Director

  • Nov 2006 - Jan 2009

  Head of Research Head of Research



Lombard Odier Group

• Switzerland
• Banking
• 700 & Above Employee

• Managing Director

  • Sep 2002 - Nov 2006

  Head of Research Head of Research



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Managing Director, Head of Swiss Equity Research

  • Apr 1999 - Aug 2002

• Managing Director, European Healthcare & Medical Technology Research

  • Apr 1999 - Aug 2002



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Director, Senior Equity Analyst

  • Aug 1995 - Mar 1999



S.G. Warburg Group plc

• London, UK & Geneva, Switzerland

• Equity Research

  • Sep 1991 - Jul 1995