Managing Partner Adrian M. Baumann

2002 awarded his Chartered Financial Analyst (CFA) charter from the CFA Institutes in Virginia/USA

1997 master’s degree in finance and capital markets under Prof. Dr. Heinz Zimmermann from the University of St. Gallen

1995 professional career in the finance industry:

• Swiss Bank Corporation in Basel/St. Gallen
• Banque Edouard Constant in Geneva
• Clariden Bank in Zurich

Specialization:

• Manager selection and evaluation
• Quantitative investment analysis
• Portfolio management
• Strategic and tactical asset allocation
• Integration of non-traditional investments
  (i.e. hedge funds) into traditional portfolio profiles
• Economic and financial market analysis