Micha Patrik Buehlmann

Abschluss: M.A. HSG, University St. Gallen HSG

Zürich, Schweiz

Fähigkeiten und Kenntnisse

Financial Markets
Investment Consulting
Portfolio Management
Cross Asset Class
Project Management
Investment Ideas
Investment Advisory
Structured Products
Equity Analyse
Sales
Banking
UHNWI
Asset Management

Werdegang

Berufserfahrung von Micha Patrik Buehlmann

  • 1 Jahr und 1 Monat, Mai 2019 - Mai 2020

    Business Management

    Bank Julius Bär

    Employee Banking, Trade Basic & Small Clients - Rebranding, Communication, Marketing, Sales

  • 3 Jahre und 11 Monate, Juni 2015 - Apr. 2019

    Senior Portfolio Manager

    Bank Julius Bär

    Bespoke Mandates

  • 2 Jahre, Juni 2013 - Mai 2015

    Director - Investment Solutions & Advisory

    Bank Julius Bär
  • 1 Jahr und 9 Monate, Mai 2010 - Jan. 2012

    Portfolio Manager

    Aspermont Capital AG

    Head of Discretionary Mandates Business - Multi Family Office - Responsibility of the overall investment process: tactical asset allocation for several investment strategies in multi asset class portfolios, product engineering by designing tailor-made investment solutions (e.g. structured investment products), execution, performance, risk management and reporting - project management

  • 4 Jahre und 4 Monate, Juli 2005 - Okt. 2009

    Assistant Vice President - Asset Management - iMACS

    Credit Suisse

    Senior Portfolio Manager / Project Manager - Credit Suisse Asset Management, Multi Asset Class Solutions, Premium Mandates. Management of individual portfolios and funds for institutional and private clients (UHNWI)

  • 6 Monate, Okt. 2008 - März 2009

    AVP

    Credit Suisse Singapore

    Senior Portfolio Manager / Project Manager - Credit Suisse Asset Management - MACS APAC

  • 8 Monate, Juli 2005 - Feb. 2006

    Career Start Program

    Credit Suisse

    Private Banking, Assistant to RMs

  • 9 Monate, Okt. 2004 - Juni 2005

    Marketing Retail Trade, Project Coordinator

    Coca-Cola Beverages AG

  • 4 Monate, März 2001 - Juni 2001

    Jun. Consultant, Intern

    CGS Consulting Ground Services Ltd.

  • 4 Monate, Aug. 2000 - Nov. 2000

    Corporate Banking, Assistant, Intern

    Credit Suisse
  • 3 Monate, Aug. 1998 - Okt. 1998

    Controlling & Accounting, Assistant, Intern

    Swisscom AG

Ausbildung von Micha Patrik Buehlmann

  • 10 Monate, Okt. 2020 - Juli 2021

    Certified Financial Advisor IAF

    IfFP - Institut für Finanzplanung

  • 5 Jahre und 6 Monate, Okt. 1998 - März 2004

    Master in Business Administration & Economics

    University St. Gallen HSG

    Banking M&A Controlling

Sprachen

  • Deutsch

    Muttersprache

  • Englisch

    Fließend

  • Französisch

    Gut

  • Italienisch

    Gut

Interessen

Golf
Tennis
Skiing
Finance
Cooking
Kite Surfen

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