Philippe H. Berthoud

Partner, Head Strategies & Fund Selection, TIM : The INCOME Masterclass

Zürich, Schweiz

Fähigkeiten und Kenntnisse

TIM : The INCOME Masterclass
(ultra-) conservative investments
Low Volatility
unique Strategy
Sharpe Ratio : >3.5
*Outperformance* of HFRX of 400 BPs at Vola 1.5

Werdegang

Berufserfahrung von Philippe H. Berthoud

  • Bis heute 9 Jahre und 5 Monate, seit Jan. 2015

    Head Strategies & Fund Selection

    TIM : The INCOME Masterclass

  • Bis heute 9 Jahre und 6 Monate, seit Dez. 2014

    Head Strategies & Markets

    PROSPEROUS GROUP AG

    Idee, Entwicklung und Aufbau Plattform für festverzinsliche Anlagen www.LiLi-Bonds.com Listed,Liquid, asset backed Bond - welche einen minimalen Festzins von 4% p.a. offeriert bei täglicher Liquidität, hoher Anlagesicherheit und Kotierung an der Deutschen Börse Frankfurt. LiLiBonds sind DIE ALTERNATIVE zur 0%-Zins-Politik an den global Finanzmärkten !

  • Bis heute 9 Jahre und 9 Monate, seit Sep. 2014

    Projektleiter CORSA BOX

    PROSPEROUS GROUP AG

    1. Researching steady & successful INCOME strategies, uncorrelated to traditional markets (> 7.5%p.a // sharpe ratio > 1.5x). 2. Developing various product ideas to invest in Sustainable & Renewable Energies. 3. Launching Investment Funds focusing and investing in above themes (4Q14 / 01Q15). 4. Developed and launching first electronic Core Satellite Platform with various strategies - classic & alternative styles (4Q14/01Q15).

  • Bis heute 12 Jahre und 7 Monate, seit Nov. 2011

    Member Advisory Committee

    PROSPEROUS GROUP AG

  • 4 Jahre und 3 Monate, 2010 - März 2014

    Managing Partner

    EEventa Events & Education

  • 2 Jahre und 2 Monate, 2012 - Feb. 2014

    Global Head Business development

    GRiP Global Russian investment Platform

    GRiP is the first platform for global investment funds in Russia/CIS, a joint-venture between PROSPEROUS Group, Zurich area, and one of the largest Financial Information companies in Russia/CIS, Cbonds Group, and its associated company - www.investfunds.ru - which is the most tracked financial information platform for above region (> 50.000 visitors daily). The Platform is going live in Summer 2013 !

  • 2008 - 2009

    Managing Partner / Co-Founder

    SFG Semper Fidelis Group AG

  • 2003 - 2009

    Managing Director

    GiF Gesellschaft für innovative Finanzanlagen

    Established and developed a platform for alternative (niche) investment products focusing on Institutional, Wholesale and FIM clients in Switzerland and Europe. Leader in a successful M&A deal on an independent asset management company. Deal worth over US$ 5 Mio., the company has been merged and sold in 2009.

  • 2006 - 2008

    Head Business Development

    Fundabilis Group

    Created and established the first US Life Settlement platform, set up an US Life Settlement open-end Fund and distributed to Institutional Clients in Switzerland /Europe. Spin doctor for a global REITs Index (GRiX) in a partnership with a global real estate company.

  • 2000 - 2002

    Director Business Development

    COFIMA Finanz

    Business Development and distribution of alternative investment products (private equity, hedge funds, ...).

  • 1998 - 2000

    Head Marketing & Sales Europe

    STOXX LIMITED

    I performed and led STOXX Limited and its flagship, the DJ EURO STOXX50 Index, from the scratch to No. 1 in Europe (No. 3 worldwide) supported by a few very talented TEAM Member.

  • 1997 - 1998

    Senior Institutional Sales Executive

    JPMorgan FLEMINGS (Switzerland) Limited

    Beside the Fund distribution to Institutional clients in Switzerland, I have developed the FLEMINGS Saving Plan and the Payout Plan, which has been the first of its kind in Switzerland (and Europe).

  • 1982 - 1997

    Various positions within Finance and Banking

    Credit Suisse, Federal Office of Swiss Aerodroms, JML AG, etc.

Ausbildung von Philippe H. Berthoud

  • 1 Jahr und 3 Monate, 2015 - März 2016

    Renewable Energy (REM-HSG)

    HSG St. Gallen - Berlin - Singapore

    The main goal of the Executive Education Programme in Renewable Energy Management (REM-HSG) is to help tomorrow's leaders to turn the economic, environmental and social challenges of today's energy supply into new business opportunities.

  • 2003 - 2005

    General Management

    Stanford University / Zurich University

  • 1989 - 1993

    Finance

    Zurich University of Applied Sciences / School of Management & Law, Zurich

Sprachen

  • Deutsch

    Muttersprache

  • Englisch

    Fließend

  • Französisch

    Fließend

  • Russisch

    Fließend

  • Italienisch

    Gut

  • Portugiesisch

    Grundlagen

Interessen

Endurance Sport
Tennis
Skiing / Heli-Skiiing
Football
Nachhaltige Finanzanlagen
Engagement für Erneuerbare Energie

21 Mio. XING Mitglieder, von A bis Z