Experience

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  Tellco AG

  • Schwyz, Switzerland

  • Senior Portfolio Manager

    • Aug 2018 - Present
    • Schwyz, Switzerland

    Responsible for the Asset Class Fixed IncomeManagement of Fixed Income funds:- Tellco Classic Obligationen Welt- Tellco Classic Obligationen Welt Currency Hedge- Tellco Classic Obligationen Schweiz- Tellco Classic Inflation Protection hedgeManagement of the In-house Bank Treasury Liquidity in a ALM-framework Definition of the credit and interest rate strategy for the institutional mandates (pension fund)Dealing with Currency Hedge (overlay) for the pension funds

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  Quantum Global Group

  • Zürich Area, Switzerland

  • Senior Portfolio Manager

    • Jul 2015 - Jul 2018
    • Zürich Area, Switzerland

    Portfolio Management for Sovereign Wealth Funds (AuM > 1 bn USD)Responsible for the Asset Class Fixed Income for a global Multi-Asset-Class sovereign wealth fundResponsible for the portfolio management of Fixed Income only institutional portfoliosManangement and Dealing with Currency Hedge (Currency Overlay)Performance responsibility for the Fixed Income and credit strategy across all the rating universe (Investment Grade, High Yield and Emerging Market Debt)Member of the investment teamClient facing activities: Production of the investment and performance reports, investment presentations

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  COUTTS & COMPANY

  • Zürich Area, Switzerland

  • Senior Portfolio Manager / Investment Advisor

    • Jan 2015 - Jun 2015
    • Zürich Area, Switzerland

    Portfolio Management long only Fixed Income and Multi-Asset-Class portfoliosPortfolio Management for UHNWI, Family Offices and institutional clientsPerformance responsibility for the assigned portfoliosInvestment advisory to UHNWI clientsSelection of Fixed Income investments and other financial instruments

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  Kaiser Partner Financial Advisors Ltd.

  • Zürich Area, Switzerland

  • Senior Portfolio Manager / Investment Advisor

    • Nov 2009 - Dec 2014
    • Zürich Area, Switzerland

    Management of Fixed Income only and Multi-Asset-Class portfolios for UHNWI, Family Offices and institutional clients.Performance responsibility for the assigned portfolios.Investment advisory to existing clients and prospects.Member of the investment committee.Client facing activity: Pitching, investment advisory, performance review meetings, presentations of investments.

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  Credit Suisse

  • Zürich Area, Switzerland

  • Senior Portfolio Manager / Investment Advisor

    • 2007 - 2009
    • Zürich Area, Switzerland

    Portfolio Management of UHNWI portfolios (AuM 900m CHF)Performance responsibility for segregated Fixed Income only mandates and Multi-Asset-Class mandatesPortfolio advisory to existing clients and prospectsAnalysis and selection of investments Client facing activity: Investment proposals, performance review meetings, pitching, presentations

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  ABN AMRO Bank N.V.

  • Zürich Area, Switzerland

  • Senior Portfolio Manager

    • 2006 - 2007
    • Zürich Area, Switzerland

    Portfolio Management of segregated Fixed Income funds and Multi-Asset-Class porfolios for institutional and UHNWI clientsMember of the Tactical Allocation teamSelection of investments Client facing role with presentations, support for client acquisition, pitching, investment proposals

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  UBP - Union Bancaire Privée

  • Zürich Area, Switzerland

  • Senior Portfolio Manager

    • 2005 - 2006
    • Zürich Area, Switzerland

    Management of Multi-Asset-Class portfoliosCo-Manger Fund UBP Europe (in EUR)Co-Manager Pension Fund UBPAnalysis and Selection of investmentsMember of the investment committeeDeputy role for the CIO UBP Zurich

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  Bank Leu

  • Zürich Area, Switzerland

  • Senior Portfolio Manager

    • 2001 - 2005
    • Zürich Area, Switzerland

    Team leader with performance responsibility for CHF investment portfolios (5 strategies)Portfolio Management of tailor made CHF portfoliosMember of the committee responsible for the definition of the tactical allocationMarketing activity to support the business developmentLeading special projects

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  UBS

  • Zürich Area, Switzerland

  • Senior Portfolio Manager

    • 1995 - 2001
    • Zürich Area, Switzerland

    Porfolio Mangement of Multi-Asset-Class discretionary mandatesManagement of segregated bond fonds Support the front for client acquisition, investment review meetings, investment proposals