Philippe Bertschi
Portfolio Manager-Equities at Schroder Investment Management (Switzerland) AG
Philippe Bertschi active positions
Companies | Position | Start | End |
---|---|---|---|
Schroder Investment Management (Switzerland) AG
Schroder Investment Management (Switzerland) AG Investment ManagersFinance Schroder Investment Management (Switzerland) AG (SIMSAG) is the Swiss wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately owned by Schroders Plc (LON: SDR) in Great Britain. Headquartered in Zurich, SIMSAG was founded in 1988 and acts as the fund management company for the Schroder funds domiciled in Switzerland. | Portfolio Manager-Equities | 2015-12-31 | - |
Analyst-Equity | 2014-10-31 | 2015-12-31 |
Career history of Philippe Bertschi
Former positions of Philippe Bertschi
Companies | Position | Start | End |
---|---|---|---|
Credit Suisse AG
Credit Suisse AG Investment ManagersFinance Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services. | Corporate Officer/Principal | 2012-02-29 | 2014-09-30 |
Towers Watson AG | Corporate Officer/Principal | 2010-04-30 | 2012-01-31 |
UBS AG (Private Banking)
UBS AG (Private Banking) Investment ManagersFinance UBS AG (Private Banking) (UBS-PB) is the private banking division of UBS AG (NYSE: UBS; LSE: UBS). Formerly known as UBS Wealth Management & Swiss Bank, the firm provides private banking and wealth management services primarily to high-net worth individuals. They operate in close relationship with fellow division UBS Global Asset Management and distribute funds managed within the parent group, as well as third-party financial products. The firm is headquartered in Zurich. | Corporate Officer/Principal | 2003-12-31 | 2010-03-31 |
Training of Philippe Bertschi
University of Zurich | Undergraduate Degree |
Statistics
International
Switzerland | 6 |
Operational
Corporate Officer/Principal | 3 |
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Schroder Investment Management (Switzerland) AG
Schroder Investment Management (Switzerland) AG Investment ManagersFinance Schroder Investment Management (Switzerland) AG (SIMSAG) is the Swiss wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately owned by Schroders Plc (LON: SDR) in Great Britain. Headquartered in Zurich, SIMSAG was founded in 1988 and acts as the fund management company for the Schroder funds domiciled in Switzerland. | Finance |
UBS AG (Private Banking)
UBS AG (Private Banking) Investment ManagersFinance UBS AG (Private Banking) (UBS-PB) is the private banking division of UBS AG (NYSE: UBS; LSE: UBS). Formerly known as UBS Wealth Management & Swiss Bank, the firm provides private banking and wealth management services primarily to high-net worth individuals. They operate in close relationship with fellow division UBS Global Asset Management and distribute funds managed within the parent group, as well as third-party financial products. The firm is headquartered in Zurich. | Finance |
Towers Watson AG | |
Credit Suisse AG
Credit Suisse AG Investment ManagersFinance Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services. | Finance |
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