|
|
|
|
|
|
|
|
|
Gender
|
Male
|
|
Height
|
182 cm
|
|
|
Date of birth
|
30. Dec. 1970
|
|
Children
|
0
|
|
Country of birth
|
Switzerland
|
|
Marital status
|
Married
|
|
Nationality
|
Switzerland
|
|
Member of
|
Alumni AIESEC (www.aiesec-alumni.org), FDP Free Democratic Party Switzerland (www.fdp.ch), Icehockey Club
|
|
Headline
|
Experienced fund expert
|
|
Miscellaneous
|
Calm, balanced and happy. With enthusiasm I bring the financial markets closer to my clients. A special concern is the ethic investment in stocks, bonds and other products.
|
|
Name
|
martInvestments Martin Bürki Investment Management
|
|
Founded
|
2007
|
|
Country
|
Switzerland
|
|
Legal form
|
Sole proprietorship
|
|
Category
|
Swiss independent asset manager (no bank)
|
|
Employees
|
1
|
|
Supervisory
|
Swiss Federal Banking Commission
|
|
Balance sheet
|
0 Bil. CHF
|
|
Website
|
www.martinvestments.ch
|
|
AuM
|
0.01 Bil. CHF
|
|
Short profile
|
Our offer includes:
Independent asset management:
Based on your risk guidelines we construct the best portfolio for you and incorporate all financial instruments: stocks, bonds, structured products, etc.
Fund portfolios:
Entrust your assets only the best portfolio managers worldwide. Out of 26'000 mutual funds in Europe we select the best ones and create an optimised portfolio. These includes mutual funds, certificates and ETFs.
Ethic fund portfolios:
We proceed the same way with ethic portfolios. Here we select only products which follow ethic investment policies.
Services for banks and asset managers:
Consulting and support in the creation of fund research desks or fund selection for banks, asset managers and institutional investors.
|
|
|
|
Min. investment
|
10'000 CHF
|
|
Job title
|
Founder & Owner
|
|
Languages
|
DE, EN, PL
|
|
Joined institute
|
2008
|
|
Location
|
ZH / Zurich
|
|
Custodian banks
|
Bank Julius Baer & Co. Ltd, Cantonal Bank of Berne, Lienhardt & Partner private ba, UBS Ltd
|
|
|
|
Academic title
|
lic.rer.pol.
|
|
Career
|
2008 to date: martInvestments as founder and owner
2000-2008: UBS as head fund research
1999-2000: Cantrade private bank as head fund research of all private banks of UBS
1998-1999: Cantrade private bank as assistant to general management
|
|
Education
|
1998: University of Berne - Studies in business administration and economics
thesis about sustainable development
|
|
|
|
Interests
|
family, financial markets, foreign cultures, ice hockey, IT / computer, politics
|
|
|
|
Telephone
|
+41 44 392 23 33
|
|
E-mail
|
|
|
Mobile phone
|
|
|
Messenger
|
Skype: martinvestments
|
|
Fax
|
|
|
Secure mail
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
