November 2021 - today

Associate Partner at Valère Consulting SA

Responsibilities: Senior Portfolio Manager for discretionary mandates and member of the Investment Committee

2018 – 2021
Senior Portfolio Manager at BHA Partners AG in Zürich, an Independent Asset Management Company. Management and support of discretionary, globally diversified portfolios of clients mainly from German-speaking countries as well as the UK

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2009 – 2018
Establishment and expansion of the Zurich Branch of the Private Bank Baumann & Cie, Banquiers. Management and expansion of own clients with focus on Germany and Switzerland

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1997 – 2009
Team leader with responsibility for the German market at Pictet & Cie, Zurich as Senior Portfolio Manager and Senior Relationship Manager. Support of international private clients and foundations and managing globally diversified portfolios

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1995 - 1996

Establishment and management of the representative office of Swiss Bank Corporation in Hamburg as Senior Representative. Development of the acquisition strategy and the marketing concept for the Northern German market and support of private clients

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1977 - 1995

From 1989 Department Head in the Private Banking Sector at Credit Suisse in Zurich. Responsible for the management of own client portfolios as Senior Portfolio Manager

1987/1988 worked abroad at Credit Suisse Trust & Banking in Tokyo as Portfolio Manager for the management of institutional, internationally diversified portfolios

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Banking apprenticeship (1977-1980) at Credit Suisse in Zurich followed by internship and further trainings within the bank

1994 - 1996

Swiss Banking School

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1988 - 1991

Business Administration KSZ - BA from Kaderschule Zurich

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1987

International Banking School, Credit Suisse New York, USA

German, English, French and some Italian

Teambuilding and looking after long term relationships