Philippe Bertschi
Portfolio Manager-Equities at Schroder Investment Management (Switzerland) AG
Network origin in Philippe Bertschi first degree
Entity | Entity type | Industry | |
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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.
58
| Subsidiary | Investment Managers | 58 |
University of Zurich
55
| College/University | Other Consumer Services | 55 |
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.
26
| Subsidiary | Investment Managers | 26 |
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.
10
| Operating Division | Investment Managers | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Philippe Bertschi via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
UBS | Investment Managers | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
UBS GROUP AG | Investment Managers | Corporate Officer/Principal Director/Board Member | |
The Carlyle Group LP (Corporate Private Equity)
The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Private Equity Analyst | |
Falcon Private Bank AG
Falcon Private Bank AG Investment ManagersFinance Falcon Private Bank AG (Falcon-PB) was previously known as AIG Private Bank Ltd. and was a subsidiary of New York-based American International Group, Inc. until 2009 when they were renamed Falcon upon acquisition by Aabar Investments PJSC (AD: AABAR), an investment company based in Abu Dhabi and majority-owned by the sovereign wealth fund IPIC-International Petroleum Investment Co. Established in 1965, Falcon-PB is based in Zurich with branch and representative offices in Geneva, Dubai, Abu Dhabi, Hong Kong, Singapore and London. Falcon-PB is a wholly-owned subsidiary of Aabar and provides wealth management services for an international clientele of high-net worth private individuals, family offices, asset management firms, private label partners and institutions. They offer personalized and structured private banking solutions, tailored to the individual needs of their clients. | Investment Managers | Portfolio Manager-Fixed Income | |
UBS AG (Investment Management)
UBS AG (Investment Management) Investment ManagersFinance UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients. | Investment Managers | Portfolio Manager-Equities President | |
Stanford University | College/University | Corporate Officer/Principal Undergraduate Degree | |
Fisch Asset Management AG
Fisch Asset Management AG Investment ManagersFinance Fisch Asset Management AG (Fisch) is an independent Swiss asset management firm which was founded by Kurt Fisch and Pius Fisch in 1994. Based in Zurich, the firm manages a range of convertible bond, corporate bond, multi-asset and managed futures strategies primarily for institutional clients such as banks, portfolio managers, pension funds and family offices, as well as for wholesale investors. They are a signatory to the UN Principles for Responsible Investment and integrate socially responsible factors into their investment processes. | Investment Managers | Trading-Equity Portfolio Manager-Equities | |
VP BANK AG | Major Banks | Director/Board Member | |
SIG GROUP AG | Industrial Machinery | Director/Board Member | |
TX GROUP AG | Publishing: Newspapers | Chief Operating Officer Investor Relations Contact | |
KOMAX HOLDING AG | Industrial Machinery | Director/Board Member | |
COMET HOLDING AG | Medical Specialties | Director/Board Member | |
SCHWEIZERISCHE NATIONALBANK | Major Banks | Director/Board Member Chief Executive Officer | |
Ringier AG
Ringier AG Advertising/Marketing ServicesCommercial Services Ringier AG engages in publication activities. Its portfolio consists of newspaper, magazines, eMagazines and ePapers, websites, mobile, marketplaces, e-commerce, venturing, events, television, radio, online marketing, and business services. The company was founded by Johann Rudolf Ringier in 1833 and is headquartered in Zurich, Switzerland. | Advertising/Marketing Services | Director/Board Member Chief Executive Officer | |
EFG Bank AG
EFG Bank AG Investment ManagersFinance EFG Bank AG (EFG) is a private banking and asset management firm based in Zurich, Switzerland. Founded in 1995, they are a subsidiary of EFG International (SW: EFGN) which is held by the Latsis family. EFG specializes in wealth management. The firm manages various strategies including funds of funds, mutual funds and hedge funds, mostly domiciled in Luxembourg and Switzerland. They also manage discretionary portfolios. The EFG group has a global network of offices and representatives in North and South America, Europe, the Middle East and throughout Asia. | Investment Managers | Corporate Officer/Principal | |
Bär & Karrer AG
Bär & Karrer AG Miscellaneous Commercial ServicesCommercial Services Bär & Karrer is a leading Swiss law firm. They advise its clients on a broad range of business law issues. They are committed to delivering prompt advice and innovative solutions to its clients. With more than 120 lawyers they regularly handle complex transactions and litigation providing a flexible and individualized service. For every project, they use specialized teams in order to efficiently assist its clients. They serve clients ranging from multinational corporations to private individuals both in Switzerland and globally. In a global economy, legal issues rarely stop at national boundaries; as a result, the majority of its work has an international component. They have an extensive international network of correspondent law firms, which are market leaders in their jurisdiction. They have offices in the three main language areas of Switzerland (Zurich, Zug, Lugano and Geneva). | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Capvis AG
Capvis AG Investment ManagersFinance Capvis AG (Capvis), formerly known as Capvis Equity Partners AG, is an independent Swiss private equity firm headquartered in Baar, Switzerland, with additional offices in Frankfurt am Main (Germany), Shanghai (China), Jersey (Channel Islands), Luxembourg and Amsterdam (the Netherlands). The firm was established in 1990. | Investment Managers | Private Equity Investor Private Equity Investor | |
Platinum Equity Advisors LLC
Platinum Equity Advisors LLC Investment ManagersFinance Platinum Equity Advisors LLC (Platinum Equity Advisors) is a private equity firm founded in 1995 by Tom Gores. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor | |
SCHRODER IMMOPLUS | Investment Trusts/Mutual Funds | Corporate Officer/Principal Chairman Chief Executive Officer | |
University of Georgia | College/University | Undergraduate Degree | |
University of St. Gallen | College/University | Doctorate Degree Doctorate Degree Doctorate Degree Doctorate Degree Graduate Degree Graduate Degree Undergraduate Degree Graduate Degree Doctorate Degree Graduate Degree | |
Omnes Capital SAS
Omnes Capital SAS Investment ManagersFinance Omnes Capital SAS (Omnes Capital) is a private equity firm founded in 1984. The firm is headquartered in Paris, France with additional offices in Belgium, Switzerland, Germany. | Investment Managers | Private Equity Investor | |
University of Basel | College/University | Doctorate Degree Undergraduate Degree | |
University of Bern | College/University | Corporate Officer/Principal Doctorate Degree | |
Marlin Management Co LLC
Marlin Management Co LLC Investment ManagersFinance Marlin Management Co LLC (Marlin Equity Partners) is a private equity firm founded in 2005 by David McGovern. The firm is headquartered in Hermosa Beach, California. | Investment Managers | Private Equity Investor | |
Ludwig-Maximilians-Universität München | College/University | Undergraduate Degree | |
Swiss Finance Institute | College/University | Chief Tech/Sci/R&D Officer Director/Board Member | |
Swiss Bankers Association
Swiss Bankers Association Miscellaneous Commercial ServicesCommercial Services Swiss Bankers Association operates bankers association. The company was founded by Robert U. Vogler in 1912 and is headquartered in Basel, China. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
LEONTEQ AG | Investment Banks/Brokers | Corporate Officer/Principal | |
Leonteq Securities AG
Leonteq Securities AG Financial ConglomeratesFinance Leonteq Securities AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 2007 as EFG Financial Products AG. They are the main operating subsidiary of Leonteq AG (SWX: LEON). Leonteq Securities offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product classes. | Financial Conglomerates | Corporate Officer/Principal | |
HIAG IMMOBILIEN HOLDING AG | Real Estate Development | Director of Finance/CFO | |
ERNI Liegenschaften AG
ERNI Liegenschaften AG Electronic ComponentsElectronic Technology ERNI Liegenschaften AG engages in the acquisition, construction, holding, management, and sale of real estate properties in Switzerland and abroad. It also provides financing, administrative, as well as fiduciary services. The company was founded on June 1, 1984 and is headquartered in Bruettisellen, Switzerland. | Electronic Components | Director/Board Member | |
Association of Foreign Banks In Switzerland
Association of Foreign Banks In Switzerland Miscellaneous Commercial ServicesCommercial Services Association of Foreign Banks In Switzerland operates as banking association, which engages in protecting and promoting the common interests of its members. The company was founded in 1972 and is headquartered in Zürich, Germany. | Miscellaneous Commercial Services | Chief Executive Officer President | |
St. Gallen University of Applied Sciences | College/University | Undergraduate Degree Graduate Degree | |
National Centre of Competence in Research | Corporate Officer/Principal Corporate Officer/Principal | ||
Ardian US LLC
Ardian US LLC Investment ManagersFinance Ardian US LLC (Ardian US) is a private equity subsidiary of Ardian SA founded in 1996. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Ardian Investment Switzerland AG | Investment Managers | Private Equity Investor Private Equity Investor | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
Orpheum Foundation For The Advancement of Young Soloists | Corporate Officer/Principal | ||
University of Zurich Law School | College/University | Graduate Degree | |
MMI Munich Medical International GmbH
MMI Munich Medical International GmbH Other Consumer ServicesConsumer Services MMI Munich Medical International GmbH offers healthcare business services. It provides hospital planning services, investment advices, strategic planning services, feasibility studies and analyses, advanced training for medical faculties and health care services for universities and health care businesses. The company was founded in 2005 and is headquartered in Munich, Germany. | Other Consumer Services | Corporate Officer/Principal Corporate Officer/Principal | |
Adunic AG
Adunic AG HomebuildingConsumer Durables Adunic AG constructs temporary buildings. The private company is based in Frauenfeld, Switzerland. | Homebuilding | Director/Board Member | |
Leonteq Securities (Singapore) Pte Ltd. | Corporate Officer/Principal | ||
Credit Suisse Asset Management (Schweiz) AG
Credit Suisse Asset Management (Schweiz) AG Investment ManagersFinance Credit Suisse Asset Management (Schweiz) AG (CSAM Schweiz) is the asset management subsidiary of Credit Suisse AG, ultimately owned by Credit Suisse Group AG (SWX: CSGN, ADR: CS) in Switzerland. Founded in 2017, the firm is headquartered in Zurich and manages collective investment schemes for institutional and individual clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Head-Equity Investments Portfolio Manager-Fixed Income | |
Law & Economics Foundation St. Gallen | Corporate Officer/Principal | ||
Erni Real Estate AG | Director/Board Member | ||
Schörling Foundation | Director/Board Member | ||
City of Neuhausen am Rheinfall | Municipality | Director/Board Member |
Statistics
International
Switzerland | 39 |
United States | 8 |
Germany | 3 |
Liechtenstein | 2 |
France | 2 |
Sectoral
Finance | 22 |
Consumer Services | 13 |
Commercial Services | 5 |
Producer Manufacturing | 3 |
Health Technology | 2 |
Operational
Director/Board Member | 142 |
Corporate Officer/Principal | 102 |
Portfolio Manager-Equities | 40 |
Chairman | 40 |
Undergraduate Degree | 36 |
Most connected contacts
Insiders | |
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Chris Richards | 24 |
Lukas Gähwiler | 24 |
Klaus Tschütscher | 18 |
Stefan Hilber | 18 |
Sebastian Thrun | 17 |
Beat Schwab | 16 |
Rajna Gibson Brandon | 15 |
Mariel Hoch | 13 |
Thomas Jakob Ulrich Jordan | 11 |
Rolf Engel | 11 |
Jürg Zeltner | 11 |
Franco Morra | 11 |
Dumith Fernando | 10 |
Rolf M. Zinkernagel | 10 |
Georges Gagnebin | 9 |
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