Adrian Scherer

Adrian Scherer Email and Phone Number

Member of the Board of Trustees @ Pensionskasse Stadt Zug
Canton of Zug, Switzerland
Adrian Scherer's Location
Zug, Zug, Switzerland, Switzerland
About Adrian Scherer

Extensive experience in almost all aspects of investment management. Focus on 2nd and 3rd pillar solutions such as pension plans.Know-how in private wealth and institutional asset management.Evaluated and introduced a new investment process at a Swiss pension plan of 400 Mio. CHF.Co-established the first bank in the Principality of Liechtenstein in the area of tax-compliant private banking.Helped to double assets under management to 9 bn. CHF within five years as Chief Investment Officer of a Swiss private bank.Advised and supported about 30 relationship managers as Chief Investment Officer (CIO) and responsible for the centralized portfolio management team (~7 portfolio managers), which managed 2-3 bn. CHF in discretionary mandates.

Adrian Scherer's Current Company Details
Pensionskasse Stadt Zug

Pensionskasse Stadt Zug

View
Member of the Board of Trustees
Canton of Zug, Switzerland
Website:
liberty-pension.ch
Employees:
23
Adrian Scherer Work Experience Details
  • Pensionskasse Stadt Zug
    Member Of The Board Of Trustees
    Pensionskasse Stadt Zug
    Canton Of Zug, Switzerland
  • Liberty Vorsorge Ag
    Head Investment Center
    Liberty Vorsorge Ag Apr 2017 - Present
    Schwyz
    View
  • Pensionskasse Stadt Zug
    Member Of The Board Of Trustees
    Pensionskasse Stadt Zug Jun 2008 - Present
    Zug
    Head of the securities committee.Evaluated and introduced new asset management process as of January 1, 2014.Investment controlling.Decisions about tactial reallocations.Until December 2013: Selection and supervision of external asset managers.
  • Limmat Wealth Ag
    Chief Investment Officer (Cio)
    Limmat Wealth Ag Oct 2013 - Jul 2017
    Zürich Und Umgebung, Schweiz
    Development of the monthly investment strategy.Recommending investments (primarily equities and bonds), compiling the investment list.Supporting relationship managers.
  • Lamda Privatbank Ag
    Chief Investment Officer (Cio)
    Lamda Privatbank Ag Apr 2010 - May 2013
    Principality Of Liechtenstein
    Co-established Lamda Privatbank (nowadays Union Bank).Introduced state of the art asset allocation and portfolio management process.Led Investment Committee of Lamda Privatbank and Limmat Wealth Management, Zurich. Developed monthly investment strategy.Launched and managed LWM Global Equity Fund (LI0189870657, LWMGLEQ LE).Supervised and mentored Investment Office Department (team of 3), which also rendered services to Limmat Wealth (service level agreement).Deputy of Compliance Officer.
  • Bank Sal. Oppenheim Jr. & Cie. (Switzerland) Ltd.
    Chief Investment Officer (Cio)
    Bank Sal. Oppenheim Jr. & Cie. (Switzerland) Ltd. Jul 2000 - Mar 2010
    Zurich
    Introduced a state of the art asset allocation and portfolio management process.Led Investment Committee and developed the investment strategy/asset allocation of the bank. Established, led and mentored Investment Office Department of ~7 employees (functions: buy-side-research, portfolio management, fund selection and execution).Centralized discretionary portfolio management. Introduced GIPS (Global Investment Performance Standards).Managed private and institutional portfolios (asset allocation mutual fund ‘OP-Invest CHF’ (LU0062576821, OPICHFB LX), pension plan and equity capital of the bank from 2001 – 2009
    View
  • Bank Vontobel Ag
    Head Portfolio Management Switzerland & Trust Overseas
    Bank Vontobel Ag Apr 1993 - Jun 2000
    Zurich
    Managed portfolios of HNWI (1 bn. CHF).Member of the Investment Committee. Selected US equities for the clients of the bank.Led Portfolio Management Team Switzerland and Trust/Overseas (as of 1994).
    View
  • Ubs
    Head Of North American Research Team
    Ubs Oct 1990 - Mar 1993
    Zurich
    Led the North American Research Team of ~7 buy-side analysts (1991 – 1993).Managed an US equity portfolio (part of an asset allocation fund).
    View
  • Ubs
    Research Liaison
    Ubs Oct 1989 - Sep 1990
    New York, Usa
    Liaison between the buy-side research unit in Zurich and the sell-side research unit UBS Securities in New York.Gained insight into sell-side equity research.Published various studies.
    View
  • Ubs
    Financial Analyst
    Ubs Sep 1987 - Sep 1989
    Zurich
    Analyzed various US industries (equities).
    View
  • Ubs
    Financial Trainee
    Ubs Sep 1985 - Aug 1987
    Zurich
    Gained insight in various departments such as securities processing, equity sales, trading, research etc.
    View

Adrian Scherer Skills

Anlagestrategie Portfolio Management Model Portfolios Investment Strategies Investments Structured Products Investment Advisory Mutual Funds Management Asset Allocation Banking Leadership Wealth Management Alternative Investments Asset Management Economy Equities Investment Management Depotverwaltung Investitionsabwicklung Investmentstrategien Assetmanagement Stammaktien Investitionen Bankwesen Alternative Investitionen Anlageberatung Portfoliomanagement Investmentgesellschaften Asset Management Hande

Adrian Scherer Education Details

Frequently Asked Questions about Adrian Scherer

What company does Adrian Scherer work for?

Adrian Scherer works for Pensionskasse Stadt Zug

What is Adrian Scherer's role at the current company?

Adrian Scherer's current role is Member of the Board of Trustees.

What schools did Adrian Scherer attend?

Adrian Scherer attended Cfa Institute, Universität Zürich.

What are some of Adrian Scherer's interests?

Adrian Scherer has interest in Stadtmusik Zug, Yacht Club Zug, Drechsler Und Küfer Der Stadt Zug, Zunft Der Schreiner.

What skills is Adrian Scherer known for?

Adrian Scherer has skills like Anlagestrategie, Portfolio Management, Model Portfolios, Investment Strategies, Investments, Structured Products, Investment Advisory, Mutual Funds, Management, Asset Allocation, Banking, Leadership.

Who are Adrian Scherer's colleagues?

Adrian Scherer's colleagues are Michel B., Marco Gwerder, Nathan Duruz, Ronny Troxler, Hans-Ulrich Halter, Yannik Spang, Dario Berlinger.

Not the Adrian Scherer you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.