|
|
|
|
|
|
|
|
|
Gender
|
Male
|
|
Height
|
178 cm
|
|
|
Date of birth
|
1968
|
|
Children
|
1
|
|
Country of birth
|
Switzerland
|
|
Marital status
|
Married
|
|
Nationality
|
Switzerland
|
|
Member of
|
EO Entrepreneurs' Organization (www.eonetwork.org)
|
|
Headline
|
Expertise, straightforward, authentic
|
|
Miscellaneous
|
I enjoy helping clients to achieve their goals through my expertise, network and my knowledge.
|
|
Name
|
Portfolio Consulting (Zurich) Ltd
|
|
Founded
|
1994
|
|
Country
|
Switzerland
|
|
Legal form
|
Limited company (AG)
|
|
Category
|
Swiss independent investment advisor (no bank)
|
|
Employees
|
35
|
|
Supervisory
|
Swiss Federal Banking Commission
|
|
Balance sheet
|
0 Bil. CHF
|
|
Website
|
www.portfolio-consulting.ch
|
|
AuM
|
5 Bil. CHF
|
|
Short profile
|
Since 1994 we have been helping our clients to source the most highly qualified asset managers, fund managers and asset management companies by measuring, assessing and comparing their performance and risk figures. Our clients use these results as decision criteria to monitor their asset managers with regard to benchmarking and asset consolidation or to pick the most highly qualified asset managers in each asset class.
Note: The indicated AuM figure refers to the assets consulted by the Portfolio Consulting group. Portfolio Consulting does not manage money at all to avoid any conflict of interest. Founding year and no. of employees also refer to the Group.
|
|
|
|
Min. investment
|
500'000 CHF
|
|
Job title
|
Managing Partner
|
|
Languages
|
DE, EN, FR, IT
|
|
Joined institute
|
2003
|
|
Location
|
ZH / Zurich
|
|
Custodian banks
|
Clariden Leu Ltd, Credit Suisse, Goldman Sachs Bank Ltd, LGT Bank in Liechtenstein Ltd, Neue Bank Ltd, Reichmuth & Co, Rothschild Bank Ltd, UBS Ltd, upon customer preference
|
|
|
|
Academic title
|
|
|
Career
|
2003 to date: Portfolio Consulting (Zurich) Ltd
2001-2002: Independent Asset Partners as independent asset manager
2000-2000: FEI Consuling as private equity consultant
1995-1999: UBS Zurich & London
1992-1993: Credit Suisse, St. Moritz
1988-1991: Swiss Bank Corporation
1985-1988: Cantonal Bank of Thurgau, Weinfelden
|
|
Education
|
2000-2001: University of St. Gallen: "Fit for Finance" course
1995-1999: UBS MBA program
University of St.Gallen "Ready for derivatives" course
Study centre Gerzensee: "Measuring Interest Rate Risks and Credit Risks" with Prof. Rene M. Stulz, Ohio State University
|
|
|
|
Interests
|
hiking, nature, philosophy, skiing
|
|
|
|
Telephone
|
+41 43 888 30 00
|
|
E-mail
|
|
|
Mobile phone
|
+41 78 888 50 00
|
|
Messenger
|
|
|
Fax
|
+41 43 888 30 08
|
|
Secure mail
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
