Antoine Cuénod

- lead client relationship management to large clients (FO, UHNWI & PF) - conception of complete individual investment strategies including documentation - design and conception of investment reporting - lead for manager- / fund- selections (among others: HF, FI) - support with the implementation of mandates incl. contract negotiations - monitoring and controlling of managers and performance of total portfolio - presentation and evaluation of investments and performance at periodic client meetings (i

- lead asset-liability projects for pension funds - design and conception of investment reporting - lead for manager- / fund- selections (among others: Eurobonds, Emerging Markets Equity, incl. consideration of sustainability criteria) - support with the implementation of mandates incl. contract negotiations - monitoring and controlling of managers and performance of total portfolio

- consulting pension funds and others - lead internal cooperation project for bank

- build-up marketing process within few months (systematize client relationship management, operate well regarded marketing campaign and production of flyer, build-up proposal process) - creation new position „Marketing Services“ responsible for operational activities - consulting clients on investment matters - build-up and implementation portfolio manager review and controlling process for institutional funds

- development and presentation of marketing concept to deepen and diversify client base

- lead 55 employees in three entities (operational AM private clients / operational AM & business development and CRM for institutional clients / operational AM mutual funds) - staff build-up from 44 to 55 collaborators - AUM average growth rates of 30% p.a., gross earning CHF 100 Mio. - optimized organization to be more effective - implementation portfolio management tool - installation independent portfolio controlling- and SPPS center