Beat C. Egger
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Beat C. Egger Email & Phone Number

Head Client Management and Distribution at Helvetia Group Unit Asset Management at Helvetia Versicherungen Gruppe
Location: Basel, Switzerland 11 work roles 3 schools
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Role
Head Client Management and Distribution at Helvetia Group Unit Asset Management
Location
Basel, Switzerland
Company size

Who is Beat C. Egger? Overview

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Quick answer

Beat C. Egger is listed as Head Client Management and Distribution at Helvetia Group Unit Asset Management at Helvetia Versicherungen Gruppe, a with 7180 employees, based in Basel, Switzerland. AeroLeads shows a matched LinkedIn profile for Beat C. Egger.

Beat C. Egger previously worked as Head Client Management & Distribution at Helvetia Group Unit Asset Management at Helvetia Versicherungen Gruppe and Senior Advisor & Member Investment Committee at Rml Advisory. Beat C. Egger holds Advanced Management Program Amp-Hsg, Advanced Management Programm Amp-Hsg from Universität St.Gallen - Hochschule Für Wirtschafts-, Rechts- Und Sozialwissenschaften.

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Helvetia Versicherungen Gruppe

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Profile bio

About Beat C. Egger

Experienced Country Head, Head of Sales and Business Developer with profound knowledge of both the institutional and wholesale asset management business in Switzerland and Europe (D/A/CH Region in particular). Experienced in business development and marketing of traditional and alternative investment strategies, private assets (equity, debt), ESG related investments and multi asset class solutions.In-depth experience in building up new sales areas or developing existing lines of businesses for local and international top tier asset management firms and boutiques including traditional and non-traditional asset classes.Access to a broad range of institutional clients and decision-makers in particular in Switzerland, Europe (D/A/CH Region), South-East Asia, Japan and Latin America.Proven track record:• working in leading positions within asset management organizations in Switzerland and abroad• developing new business lines into profit making areas• sales and relationship management, key account management and asset raising• substantial experience in managing teams and business regions• collaborative business manager capable of inspiring and motivating people

Listed skills include Assetmanagement, Investitionen, Asset Management, Investmentgesellschaften, and 30 others.

Current workplace

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Helvetia Versicherungen Gruppe
Helvetia Versicherungen Gruppe
Head Client Management and Distribution at Helvetia Group Unit Asset Management
Basel, BS, CH
Website
Employees
7180
AeroLeads page
11 roles

Beat C. Egger work experience

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Head Client Management & Distribution At Helvetia Group Unit Asset Management

Current

Basel, Schweiz

Apr 2023 - Present

Senior Advisor & Member Investment Committee

Zürich, Schweiz

Liquide Alternatives | Private Markets | Equity Risk Mitigation | Impact Investing | Infrastructure | FoHFsfor Institutional, Professional & High-Net-Worth Clients with Opting-out

Jan 2019 - Mar 2023

Senior Project Leader Sales Switzerland/Germany/France

Zürich Und Umgebung, Schweiz

Overall responsibility for the project wholesale with direct report to the CEO third party asset management. Developed together with the sales teams the wholesale growth strategy for Switzerland, Germany and France2018-2021.

Nov 2017 - Jul 2018

Geschäftsführer Schweiz / Ceo Switzerland, Managing Director D/A/Ch Region

Zürich, Paris

Geschäftsführer Schweiz /CEO Switzerland, Country Head Switzerland, Germany, Austria, Liechtenstein

Jan 2016 - Jul 2017

Managing Director, Head Of Sales Switzerland & International, Board Member At Fund Management Co.

Gam

Zürich

Member of the Management Committee Continental EuropeHead of Sales Switzerland & International

Sep 2009 - Jul 2015

Managing Director, Head Of Sales Switzerland & International Clients

Zürich

Head of Sales International & Distribution SwitzerlandDelegated member of Julius Bär Group in the Board of Directors of Atlas Capital Gestión and Atlas Capital Patrimonio, S.L., Madrid

Oct 2004 - Aug 2009

Executive Director, Head Of European Sales - Fresco Index Shares (Etfs)

London And Zürich

Oct 2001 - Sep 2004

Executive Director, Regional Head Business Area Investment Funds Americas

New York

Nov 1998 - Oct 2001

Various Positions Within Private Banking And Asset Management At Swiss Bank Corporation

Ubs

New York, Basel

Mar 1988 - Oct 1998

Various Positions At Banque Nationale De Paris (Suisse) S.A.

Basel

May 1984 - Feb 1988
Team & coworkers

Colleagues at Helvetia Versicherungen Gruppe

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3 education records

Beat C. Egger education

Wirtschaftsinformatiker Wis-Hwv, Business Information Technology

Wirtschaftsinformatikschule An Der Hwv

Banklehre, Swiss Bank Apprenticeship

Swiss Bank Corporation
FAQ

Frequently asked questions about Beat C. Egger

Quick answers generated from the profile data available on this page.

What company does Beat C. Egger work for?

Beat C. Egger works for Helvetia Versicherungen Gruppe.

What is Beat C. Egger's role at Helvetia Versicherungen Gruppe?

Beat C. Egger is listed as Head Client Management and Distribution at Helvetia Group Unit Asset Management at Helvetia Versicherungen Gruppe.

Where is Beat C. Egger based?

Beat C. Egger is based in Basel, Switzerland while working with Helvetia Versicherungen Gruppe.

What companies has Beat C. Egger worked for?

Beat C. Egger has worked for Helvetia Versicherungen Gruppe, Rml Advisory, Swiss Life Asset Managers, Tobam, and Gam.

Who are Beat C. Egger's colleagues at Helvetia Versicherungen Gruppe?

Beat C. Egger's colleagues at Helvetia Versicherungen Gruppe include Michael Merz, Aleksandar Zivanovic, Thomas (Gr), Vito Donnaianna, and Martina Moser.

How can I contact Beat C. Egger?

You can use AeroLeads to view verified contact signals for Beat C. Egger at Helvetia Versicherungen Gruppe, including work email, phone, and LinkedIn data when available.

What schools did Beat C. Egger attend?

Beat C. Egger holds Advanced Management Program Amp-Hsg, Advanced Management Programm Amp-Hsg from Universität St.Gallen - Hochschule Für Wirtschafts-, Rechts- Und Sozialwissenschaften.

What skills is Beat C. Egger known for?

Beat C. Egger is listed with skills including Assetmanagement, Investitionen, Asset Management, Investmentgesellschaften, Stammaktien, Investments, Equities, and Management.

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