Roland Eberhard

Bis 2021, Chief Investment Officer (CIO), MBaer Merchant Bank AG

Zürich, Schweiz

Fähigkeiten und Kenntnisse

Alternative Investments
Asset Management
Investment Management
Hedge Funds
Private Equity
Family Office
Wealth Management
Private Wealth Management
Vermögensberatung
Asset Allocation
Asset Allokation
Private Banking
Portfoliomanagement
Portfolio Management
Fund of Funds
Venture Capital
Funds

Werdegang

Berufserfahrung von Roland Eberhard

  • 3 Jahre und 3 Monate, Jan. 2018 - März 2021

    Chief Investment Officer (CIO)

    MBaer Merchant Bank AG

    Chief Investment Officer & Partner in a project to launch a Swiss merchant bank.

  • 1 Jahr und 10 Monate, März 2016 - Dez. 2017

    Head of Multi-Management Alternatives - Managing Director

    Edmond de Rothschild (Suisse) S.A.

    • Management of the Alternative Multi-Management offering and team • Member Enlarged Executive Committee Asset Management • Chairman Alternative Investment Committee & Alternative Fund Selection Committee • Portfolio Manager Prifund Alpha funds • Setting and supervision of standards of analysis, including operational due diligence, credit guidelines and risk management policies • Development and supervision of standards for Alternative UCITS • Author of publications and articles

  • 2 Jahre und 5 Monate, Okt. 2013 - Feb. 2016

    Partner

    SterWen BAM Ltd.

    Multi-Family Office / Fund-of-Hedge Funds / Alternative Investments - Client assets in traditional and alternative investments with overall asset allocation responsibility - Assets under Management of $870 million - Institutional Asset Management company with offices in Geneva and Pfäffikon - Portfolio Manager of two fund of hedge funds since 2004 with a net gain of 81.1% and 54.2%, respectively - Confidential consultant in financial affairs to ultra-high net worth individuals and their advisers

  • 9 Jahre und 10 Monate, Dez. 2003 - Sep. 2013

    Founder & Managing Partner

    Basel Asset Management, LLC

    - New York based Institutional Asset Management company - Management of client assets in traditional and alternative investments - SEC registered Investment Adviser until 2013 - Adhere to institutional investment process with proprietary databases for factor analysis and stress tests

  • 3 Jahre und 3 Monate, Okt. 2000 - Dez. 2003

    Head of Alternative Investments

    HSBC Private Bank

    - New York based - Management of client assets in hedge funds and other alternative assets (growth from $2.2 bn to $18 bn) - Key member of Group Investment Committee Alternative Investments ­- World-wide structuring of hedge fund advisory services to ensure quality across all locations within Private Bank ­- Management of team of analysts and advisers in New York, supervision of advisory teams based in Miami and Latin America (Argentina, Brazil, Chile) and co-management advisory in Switzerland and UK

  • 5 Jahre und 11 Monate, Aug. 1994 - Juni 2000

    Head of Alternative Investments

    Bank Julius Bär

    - Responsible for managing client assets in hedge funds and other alternative assets - Establishment and administration of research department for hedge funds and private equity - Creation of a competence center and head of analyst teams on different levels in Zurich, New York and London - Project Manager and later Portfolio Manager of the first publicly traded hedge fund of funds (CreInvest Ltd., IPO in 1996) - Accountable for Fund Administration in Cayman Islands (5 years)

  • 4 Jahre und 1 Monat, Dez. 1989 - Dez. 1993

    Associate

    Pictet & Cie

    - Luxembourg and Zurich - Incorporation of a subsidiary, including direct reporting to CEO under control of two Pictet partners, with responsibility for the international market of fund administration - Creation of all legal and accounting services for internal funds and for funds of clients of the Pictet Group - Implementation of CAPM theory for Pension Funds and other institutional clients

  • 8 Monate, Mai 1989 - Dez. 1989

    Analyst

    Citibank

    - Zurich and Geneva based - Middle Office FX Trading Desk in Zurich - junior member of Asset Management team in Geneva.

  • 5 Jahre und 9 Monate, Apr. 1983 - Dez. 1988

    Credit Officer

    Union Bank of Switzerland (UBS)

    Credit Officer in special training after apprenticeship with top graduation.

Ausbildung von Roland Eberhard

  • 2 Jahre und 5 Monate, Feb. 1996 - Juni 1998

    Investment Banking

    Swiss Banking School

  • 2 Jahre und 10 Monate, Sep. 1991 - Juni 1994

    Business Administration

    Zurich University of Applied Sciences/ZHAW

  • 3 Jahre und 1 Monat, Mai 1983 - Mai 1986

    Business Administration

    Swiss Commercial School (Kaufmännische Berufsschule)

Sprachen

  • Englisch

    Fließend

  • Französisch

    Fließend

  • Deutsch

    Muttersprache

  • Spanisch

    Grundlagen

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