Roman P. Pfranger
Head Private Banking & Investment Solutions | Member of the Executive Board at Kaiser Partner Privatbank AG- Claim this Profile
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Deutsch Native or bilingual proficiency
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Englisch Full professional proficiency
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Französisch Elementary proficiency
Topline Score
Bio
Rahul Sudarshan
Roman is a strong leader who was an asset to me and our team while we met the academic objectives of the MBA program. With his technical skills, Finance experience and international outlook, he contributed significant value to our class. His integrity and compassion for his fellow students are a testament to his character as a true visionary.
Fabian Käslin, MBA, CIM
I met Roman through our political engagements for the Free Democratic Party of Switzerland. Working with him was a great pleasure and I really appreciated how he led discussions by involving and respecting other opinions. His visionary ideas were always of great value for our discussions and showed that he has an open mind, does not take the status quo for granted but is passionate to make the environment a better place for the society. He is a real mover and shaker with a great sense of humor!
Rahul Sudarshan
Roman is a strong leader who was an asset to me and our team while we met the academic objectives of the MBA program. With his technical skills, Finance experience and international outlook, he contributed significant value to our class. His integrity and compassion for his fellow students are a testament to his character as a true visionary.
Fabian Käslin, MBA, CIM
I met Roman through our political engagements for the Free Democratic Party of Switzerland. Working with him was a great pleasure and I really appreciated how he led discussions by involving and respecting other opinions. His visionary ideas were always of great value for our discussions and showed that he has an open mind, does not take the status quo for granted but is passionate to make the environment a better place for the society. He is a real mover and shaker with a great sense of humor!
Rahul Sudarshan
Roman is a strong leader who was an asset to me and our team while we met the academic objectives of the MBA program. With his technical skills, Finance experience and international outlook, he contributed significant value to our class. His integrity and compassion for his fellow students are a testament to his character as a true visionary.
Fabian Käslin, MBA, CIM
I met Roman through our political engagements for the Free Democratic Party of Switzerland. Working with him was a great pleasure and I really appreciated how he led discussions by involving and respecting other opinions. His visionary ideas were always of great value for our discussions and showed that he has an open mind, does not take the status quo for granted but is passionate to make the environment a better place for the society. He is a real mover and shaker with a great sense of humor!
Rahul Sudarshan
Roman is a strong leader who was an asset to me and our team while we met the academic objectives of the MBA program. With his technical skills, Finance experience and international outlook, he contributed significant value to our class. His integrity and compassion for his fellow students are a testament to his character as a true visionary.
Fabian Käslin, MBA, CIM
I met Roman through our political engagements for the Free Democratic Party of Switzerland. Working with him was a great pleasure and I really appreciated how he led discussions by involving and respecting other opinions. His visionary ideas were always of great value for our discussions and showed that he has an open mind, does not take the status quo for granted but is passionate to make the environment a better place for the society. He is a real mover and shaker with a great sense of humor!
Credentials
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Chartered Financial Analyst (CFA)
CFA Institute -
Oxford Blockchain Strategy Programme
Saïd Business School, University of Oxford
Experience
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Kaiser Partner Privatbank AG
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Liechtenstein
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Financial Services
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1 - 100 Employee
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Head Private Banking & Investment Solutions | Member of the Executive Board
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Jan 2019 - Present
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Kaiser Partner Financial Advisors Ltd.
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Switzerland
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Financial Services
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1 - 100 Employee
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Member of the Executive Board | Head Asset Management
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Sep 2014 - Dec 2019
At Kaiser Partner Financial Advisors, we help wealthy, tax compliant Americans to safeguard their assets in Switzerland and in Liechtenstein. My experience gained as Head Portfolio Management at Kaiser Partner Privatbank in Vaduz (Liechtenstein) is now enhanced by my responsibility for the Asset Management department that focuses on individual investing demands of US-American high net worth individuals. Furthermore, I am a member of the Executive Board of Kaiser Partner Financial Advisors since 2017 and responsible for the growth strategy.
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Head Portfolio Management
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Jan 2013 - Aug 2014
- Leading the portfolio management of Kaiser Partner Privatbank AG- Managing tailor-made discretionary mandates as well as unconstrained fixed income strategies- Research focus: fixed income investments- Business and product development- Implement responsible investing strategy
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Portfolio Manager
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May 2008 - Dec 2012
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Julius Baer
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Switzerland
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Banking
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700 & Above Employee
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Performance Analyst
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Jul 2006 - Apr 2008
- Performance calculations and tailor-made investment reportings for portfolio managers - First level support for the portfolio management system (Triple'A) - Data reconciliation - Performance calculations and tailor-made investment reportings for portfolio managers - First level support for the portfolio management system (Triple'A) - Data reconciliation
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Swiss Armed Forces
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Armed Forces
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700 & Above Employee
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Special Forces Command (Grenadier)
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2007 - 2007
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Canton of Graubünden
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Switzerland
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Government Administration
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100 - 200 Employee
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Apprentice - Pensionskasse Graubünden (public employees' pension fund)
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Aug 2005 - Jul 2006
- Asset Management (listed securities and direct real estate)- Support and administration
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Apprentice - graubünden sport
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Aug 2004 - Jul 2005
- Sport marketing- Event management- Website management- Support and administration
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Apprentice - Amt für Schätzungswesen
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Aug 2003 - Jul 2004
- Support and administration in real estate valuations
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Education
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2015 - 2016
IE Business School
Master of Business Administration (M.B.A.) -
2016 - 2016
Fudan University
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2008 - 2012
Universität Liechtenstein
Bachelor of Science (BSc), International Financial Services -
2003 - 2006
WSKV Chur
Kaufmann M-Profil
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