Phillip G. Sundquist, CFA, CAIA
Managing Director at SUNDQUIST ADVISORY Sàrl- Claim this Profile
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English Competencia bilingüe o nativa
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French Competencia profesional completa
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German Competencia profesional completa
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Spanish Competencia básica profesional
Topline Score
Bio
Credentials
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Chartered Alternative Investment Analyst (CAIA)
CAIA Association -
Chartered Financial Analyst (CFA)
CFA Institute -
CFA Institute Professional Learning Program 15-Year Milestone
CFA Institute
Experience
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SUNDQUIST ADVISORY Sàrl
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Switzerland
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Business Consulting and Services
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1 - 100 Employee
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Managing Director
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2012 - - actualidad
• Launched business to provide investment advisory and management consulting services to independent asset managers, private banks and family offices.• Fulfilled client mandates such as reviewing strategies and financial operations, updating business models, and acting as a business introducer to support business development and client acquisition.• Maintained the pulse on key trends and developments driving the asset management business in Switzerland such as emerging technologies, ESG and regulatory changes.
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American International Club of Geneva
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Switzerland
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Non-profit Organizations
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1 - 100 Employee
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President
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2023 - - actualidad
• Founded in 1951, the American International Club of Geneva is a Swiss non-profit organization and the English language club of reference for the Lac Léman region that welcomes and builds bridges across all nationalities and communities.• Elected as AIC President and Officer. Chair of 20-member Executive Committee responsible for strategic direction and governance of an international club with a strong presence in the Geneva business community.• Previously served as Treasurer, Mentoring Program Chair, Membership Chair and Secretary. Member since 2009.
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Innovative Trauma Relief Access
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Switzerland
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Mental Health Care
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1 - 100 Employee
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Member of Advisory Board
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2020 - 2022
• Innovative Trauma Relief Access (INNTRA) is a Swiss non-profit organization specializing in the development and implementation of innovative mental health care programs for children, adolescents and young adults.• Invited to 9-member Advisory Board with responsibility for advising executive management on Business Development activities. • Innovative Trauma Relief Access (INNTRA) is a Swiss non-profit organization specializing in the development and implementation of innovative mental health care programs for children, adolescents and young adults.• Invited to 9-member Advisory Board with responsibility for advising executive management on Business Development activities.
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CFA Society Switzerland
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Switzerland
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Financial Services
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1 - 100 Employee
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Board Member
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2012 - 2019
• Elected to 12-member Board of Directors responsible for strategic direction and governance of the CFA Institute's largest society in continental Europe with 3'100 members.• Previously served as Member of Executive Committee, Member of Investment Committee, Treasurer and Co-Chair of Continuing Education; responsible for updating society's Board Manual. Member since 1998. • Elected to 12-member Board of Directors responsible for strategic direction and governance of the CFA Institute's largest society in continental Europe with 3'100 members.• Previously served as Member of Executive Committee, Member of Investment Committee, Treasurer and Co-Chair of Continuing Education; responsible for updating society's Board Manual. Member since 1998.
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Société Générale Private Banking (Suisse) SA
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Switzerland
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1 - 100 Employee
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Directeur Adjoint - Head Discretionary Portfolio Management
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2011 - 2012
• Invited to lead a team of 7 portfolio managers and 2 assistants responsible for managing multi-asset class mandates of global client base; active member of the bank's specialist investment committees.• Supervised 300 HNWI client discretionary mandates with assets over CHF 800m, alongside management of my own portfolios with assets of CHF 60m. • Invited to lead a team of 7 portfolio managers and 2 assistants responsible for managing multi-asset class mandates of global client base; active member of the bank's specialist investment committees.• Supervised 300 HNWI client discretionary mandates with assets over CHF 800m, alongside management of my own portfolios with assets of CHF 60m.
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Bank J. Safra Sarasin Ltd
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Switzerland
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Financial Services
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300 - 400 Employee
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Executive Director - Head Portfolio Management Geneva
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2008 - 2011
• Recruited to lead a team of 4 portfolio managers charged with managing discretionary mandates of global clients, including own portfolios. • Served as one of 7 voting members of the bank’s Investment Committee, which was charged with selecting the overall investment strategy and asset allocation for client portfolios. • Recruited to lead a team of 4 portfolio managers charged with managing discretionary mandates of global clients, including own portfolios. • Served as one of 7 voting members of the bank’s Investment Committee, which was charged with selecting the overall investment strategy and asset allocation for client portfolios.
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Senior Vice President
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1992 - 2008
Clariden Leu AGSenior Vice President - Fund Manager 2000 - 2008• Promoted by the Head of the Asset Management Division to improve the performance of the previously outsourced and underperforming Communications Equity Fund with AuM CHF 100m.• Fully repositioned fund to invest globally in new technologies and emerging markets, achieving significant alpha over last 5 years of management: +82% absolute return vs. +60% for benchmark. Credit Suisse Private BankingVice President - Head of European Equities1997 - 2000• Invited to lead a buy-side investment research team of 5 equity analysts and one assistant; implemented new initiatives designed to strengthen the team's customer orientation.• Set specific objectives to produce relevant and timely research; presented best investment ideas both in-house and externally to clients. Credit Suisse First BostonAssistant Vice President - Credit Analyst1992 - 1997• Recruited at end of MBA to the investment banking division to work as a credit analyst; advised senior management on the bank's credit relationships with its largest corporate clients.• Responsible for analyzing corporate credit risk for 5 assigned industries and developed over 10 financial analysis benchmarks that were adopted by the bank for its credit risk guidelines.
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Education
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2018 -
CAIA Association
Chartered Alternative Investment Analyst (CAIA) -
2000 -
CFA Institute
Chartered Financial Analyst (CFA) -
1990 - 1992
University of Washington, Michael G. Foster School of Business
MBA, Finance and Accounting -
1986 - 1987
Institut d'Etudes politiques de Strasbourg
Certificat d'études politiques, Relations Internationales -
1980 - 1984
University of Southern California
BA, International Relations and Spanish
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