Cedric Küenzi CFA CIPM

Data-driven solution designer Cedric Küenzi loves to model and implement investment solutions based on accurate, relevant data. Clients particularly appreciate the creativity, accuracy and passion of the research and data expert. Cedric Küenzi holds a degree in BSc in Business Administration, the Chartered Financial Analyst® as well as the Certificate in Investment Performance Measurement™ designation.

In general, my target is to satisfy our clients in terms of advising, controlling, analysing and reporting the portfolio mandates of uhnwi and family offices. Summarised, we provide the following services: - Securities accounting (in- and ex-custody) - Controlling of the investment guidelines - Analysing the mandates from a single and consolidated viewpoint (such as asset structure, risks, return, volatilities, correlations) - Provide the evaluations in an individual and transparent report

- In-depth analysis of businesses and accounting data - Proposals of financial forecasts - Strategic and operative action plans -> explained in a comprehensive business plan for the Pro-Lehrsysteme AG due to a management replacement. The recommendations are now being implemented.

Corporate valuation and financing scheme in the course of a MBO. (Bachelor Thesis)

Experience: Private Clients (PKB, PKI) and Real Estate Evaluation (Immopartner Bern) Trainee Program Last Position Activity: Deputy Client Advisor Department: PKI (Private Clients Individual) Bern Portfolio sizes: > CHF 50 000 – CHF 500 000 in portfolio size & mortgages on home and income property Tasks: Asset Allocation, Investment Recommendation, Real Estate Evaluation

Exchange of the International Management Program and Minor in Finance, issued by the University of Applied Sciences St. Gallen.

International Management Finance Corporate Valuation