Michael Schmid Email and Phone Number
Michael brings over 20 years of expertise in International Wealth Management, specializing in serving Ultra High Net Worth Individuals (UHNWI) across Switzerland, London, and Hong Kong. He holds the CIIA diploma, reflecting his deep investment acumen and commitment to delivering exceptional financial strategies.Passionate about the digital transformation shaping the banking industry, Michael has actively engaged in thought leadership and innovation. He participated in workshops at the Business Engineering Institute of St. Gallen and earned a CAS in Digital Banking from HWZ University of Applied Sciences in Zurich.With a creative and solution-oriented mindset, Michael has played a pivotal role in multiple projects aimed at enhancing investment services. His contributions range from developing innovative product and service offerings to tailoring software solutions that streamline workflows, optimize processes, and boost team productivity.In addition, Michael has expanded his expertise in sustainable investment, particularly in private market investments and real estate projects, during his tenure at Edmond de Rothschild.
Edmond De Rothschild
View- Website:
- edmond-de-rothschild.fr
- Employees:
- 2355
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Investment AdvisorEdmond De Rothschild Oct 2019 - PresentZürich, Kanton Zürich, SchweizDual role as Investment Advisor / Investment Consultant at EdR Zurich branch.Offering cross asset investment solutions/advice for national and international clients. Managing Advisory portfolios. Supporting Bankers in finding the appropriate investment solutions for their clients.Ambassador of the EdR investment services and products within Public and Private Investments (Private Equity, Co-Investments, Real Estate)Offering special und tailored investment solutions. -
Senior Investment CounsellorEfg Bank Apr 2017 - Sep 2019ZürichBeside offering Advisory services to global UHNWI clients, Michael is actively involved in the development of the Investment Advisory Tool, that supports client facing staff in offering products to the clients. Michael is member of the digital strategy projects at EFG. -
Senior Investment SpecialistBsi Bank 2010 - Apr 2017Zürich, Hong KongBuilding up a dedicated investment offering for UHNWI clients composed of advisory and discretionary services. -
Tailored Portfolio ManagementCoutts 2007 - 2010 -
Investment AdvisorCoutts Aug 2004 - Apr 2007Zürich -
Investment Risk ManagerCoutts Nov 2000 - Aug 2004ZurichImplementation of SPPS/GIPS standards at Coutts. Responsible for monitoring and reporting of Portfolio Management and Advisory Services. -
Assistant / Junior Investment ConsultantCoutts Jul 1998 - Nov 2000Zürich Und London -
Assistant Portfolio ManagerCoutts Aug 1997 - Jul 1998Zürich
Michael Schmid Skills
Michael Schmid Education Details
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Finanzanalytiker Und VermöGensverwalter -
Certificate Of Advanced Studies In Digital Finance -
Geschäfts-/Betriebliche Ökonomie
Frequently Asked Questions about Michael Schmid
What company does Michael Schmid work for?
Michael Schmid works for Edmond De Rothschild
What is Michael Schmid's role at the current company?
Michael Schmid's current role is Investment Advisor bei Edmond de Rothschild.
What schools did Michael Schmid attend?
Michael Schmid attended Azek - The Swiss Training Centre For Investment Professionals, Hochschule Für Wirtschaft Zürich Hwz, Hochschule Für Wirtschaft Zürich Hwz.
What skills is Michael Schmid known for?
Michael Schmid has skills like Private Banking, Investment Advisory Services, Derivate, Aktienhandel, Fixed Income Portfolio Management, Portfoliomanagement, Digital Asset Management.
Who are Michael Schmid's colleagues?
Michael Schmid's colleagues are Gilles Socchi, Cyril Gallois, Netter Dominique, Aurelie Boyer, Chantal Gillet, Lou Pellicari, Laurent Zdun.
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Michael Schmid
Ceo | Communicoach | Photovoltaik- Und Energieberater | Fotograf | AutorSchaffhausen1t-online.de -
Michael Schmid
Zurich, Switzerland1raisenow.com -
Michael Schmid
Zurich
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