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Joël Roth is a seasoned finance professional with expertise in asset management, sales, and relationship management. He has worked with prominent companies such as Fundamenta Group, Deutsche Börse, UBS Fondcenter AG, and Morningstar. Joël holds an MBA from IE Business School and a BA in Economics from the University of Zurich.

Experience

    • Investor Relations
      • 2024 - Present
      • Zug, Switzerland

      Fundamenta Group is an independent asset manager headquartered in Switzerland, providing a diverse range of asset classes. With more than 100 specialized employees, the company manages client assets exceeding CHF 7 billion.

  • Deutsche Börse
    • Zurich, Switzerland
    • Sales & Relationship Manager
      • 2021 - 2023
      • Zurich, Switzerland

      Clearstream Fund Centre AG, a subsidiary of Deutsche Börse Group, serves as a comprehensive hub for fund distribution services. It is also the world's largest cross-border processing platform for the execution and custody of mutual funds, ETFs, and alternative funds.

    • Director, Sales & Relationship Management
      • 2020 - 2021
      • Zurich, Switzerland

      UBS Fondcenter was an institutional fund distribution network that granted access to a wide range of fund distribution agreements. It offered services such as distribution commission management, compliance, and regulatory support, facilitating communication between fund providers and fund distributors.In Q4 2020, this UBS entity was sold to Deutsche Börse Group. Subsequently, it merged with the previously acquired fund distribution platform, Swisscanto Fund Desk. Together, they formed the new entity known as Clearstream Fund Centre AG Switzerland.

  • Morningstar
    • Zurich, Switzerland
    • Sales Director
      • 2010 - 2020
      • Zurich, Switzerland

      Morningstar is a prominent provider of independent investment insights in North America, Europe, Australia, and Asia. The company offers data and research insights covering a diverse range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data.

Education

  • 2013 - 2014
    IE Business School
    Master of Business Administration (MBA), Corporate Finance
  • 2006 - 2009
    University of Zurich
    Bachelor of Arts (BA), Economics

Suggested Services

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Industry Focus. “Real Estate”

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