Micha Patrik Buehlmann

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

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 year and 1 month, May 2019 - May 2020

    Business Management

    Bank Julius Bär

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

  • 3 years and 11 months, Jun 2015 - Apr 2019

    Senior Portfolio Manager

    Bank Julius Bär

    Bespoke Mandates

  • 2 years, Jun 2013 - May 2015

    Director - Investment Solutions & Advisory

    Bank Julius Bär
  • 1 year and 9 months, May 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 years and 4 months, Jul 2005 - Oct 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 months, Oct 2008 - Mar 2009

    AVP

    Credit Suisse Singapore

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

  • 8 months, Jul 2005 - Feb 2006

    Career Start Program

    Credit Suisse

    Private Banking, Assistant to RMs

  • 9 months, Oct 2004 - Jun 2005

    Marketing Retail Trade, Project Coordinator

    Coca-Cola Beverages AG

  • 4 months, Mar 2001 - Jun 2001

    Jun. Consultant, Intern

    CGS Consulting Ground Services Ltd.

  • 4 months, Aug 2000 - Nov 2000

    Corporate Banking, Assistant, Intern

    Credit Suisse

  • 3 months, Aug 1998 - Oct 1998

    Controlling & Accounting, Assistant, Intern

    Swisscom AG

Ausbildung von Micha Patrik Buehlmann

  • 10 months, Oct 2020 - Jul 2021

    Certified Financial Advisor IAF

    IfFP - Institut für Finanzplanung

  • 5 years and 6 months, Oct 1998 - Mar 2004

    Master in Business Administration & Economics

    University St. Gallen HSG

    Banking M&A Controlling

Sprachen

  • German

    C2 (Verhandlungssicher / Muttersprachlich)

  • English

    C1 (Fließend)

  • French

    B1-B2 (Gute Kenntnisse)

  • Italian

    B1-B2 (Gute Kenntnisse)

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