Michael Schmid
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Michael Schmid Email & Phone Number

Investment Advisor bei Edmond de Rothschild at Edmond de Rothschild
Location: Zurich, Switzerland, Switzerland 8 work roles 3 schools
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Current company
Role
Investment Advisor bei Edmond de Rothschild
Location
Zurich, Switzerland, Switzerland
Company size

Who is Michael Schmid? Overview

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Quick answer

Michael Schmid is listed as Investment Advisor bei Edmond de Rothschild at Edmond de Rothschild, a company with 2355 employees, based in Zurich, Switzerland, Switzerland. AeroLeads shows a matched LinkedIn profile for Michael Schmid.

Michael Schmid previously worked as Investment Advisor at Edmond De Rothschild and Senior Investment Counsellor at Efg Bank. Michael Schmid holds Certified International Investment Analyst (Ciia), Eidg. Dipl. Finanzanalytiker, Finanzanalytiker Und VermöGensverwalter from Azek - The Swiss Training Centre For Investment Professionals.

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Edmond de Rothschild

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Profile bio

About Michael Schmid

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.

Listed skills include Private Banking, Investment Advisory Services, Derivate, Aktienhandel, and 3 others.

Current workplace

Michael Schmid's current company

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Edmond de Rothschild
Edmond De Rothschild
Investment Advisor bei Edmond de Rothschild
genève, geneva, switzerland
Employees
2355
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8 roles · 19 years

Michael Schmid work experience

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Investment Advisor

Current

Zürich, Kanton Zürich, Schweiz

Dual 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.

Oct 2019 - Present

Senior Investment Counsellor

Zürich

Beside 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.

Apr 2017 - Sep 2019

Senior Investment Specialist

Zürich, Hong Kong

Building up a dedicated investment offering for UHNWI clients composed of advisory and discretionary services.

2010 - Apr 2017

Tailored Portfolio Management

2007 - 2010 ~3 yrs

Investment Advisor

Zürich

Aug 2004 - Apr 2007

Investment Risk Manager

Zurich

Implementation of SPPS/GIPS standards at Coutts. Responsible for monitoring and reporting of Portfolio Management and Advisory Services.

Nov 2000 - Aug 2004

Assistant / Junior Investment Consultant

Zürich Und London

Jul 1998 - Nov 2000

Assistant Portfolio Manager

Zürich

Aug 1997 - Jul 1998
Team & coworkers

Colleagues at Edmond de Rothschild

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3 education records

Michael Schmid education

Certificate Of Advanced Studies In Digital Finance

Activities and Societies: Learning how new technologies are impacting the financial and banking world. Blockchain, Fin-tech, Reg-tech.

FAQ

Frequently asked questions about Michael Schmid

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

What company does Michael Schmid work for?

Michael Schmid works for Edmond de Rothschild.

What is Michael Schmid's role at Edmond de Rothschild?

Michael Schmid is listed as Investment Advisor bei Edmond de Rothschild at Edmond de Rothschild.

Where is Michael Schmid based?

Michael Schmid is based in Zurich, Switzerland, Switzerland while working with Edmond de Rothschild.

What companies has Michael Schmid worked for?

Michael Schmid has worked for Edmond De Rothschild, Efg Bank, Bsi Bank, and Coutts.

Who are Michael Schmid's colleagues at Edmond de Rothschild?

Michael Schmid's colleagues at Edmond de Rothschild include Javier Tejada, Joel Solà Verdaguer, Arizzi Marylou, Iñigo Dago Requena, and Ardjend Nasufi.

How can I contact Michael Schmid?

You can use AeroLeads to view verified contact signals for Michael Schmid at Edmond de Rothschild, including work email, phone, and LinkedIn data when available.

What schools did Michael Schmid attend?

Michael Schmid holds Certified International Investment Analyst (Ciia), Eidg. Dipl. Finanzanalytiker, Finanzanalytiker Und VermöGensverwalter from Azek - The Swiss Training Centre For Investment Professionals.

What skills is Michael Schmid known for?

Michael Schmid is listed with skills including Private Banking, Investment Advisory Services, Derivate, Aktienhandel, Fixed Income Portfolio Management, Portfoliomanagement, and Digital Asset Management.

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