Thomas Schenker Email & Phone Number

Zürich, Schweiz

• Management of Absolute Return Strategies and Optimized Income Strategies with options• Structured Product portfolios, Actively Managed Certificates • Generation of new investment ideas for discretionary and advisory clients• Family office activities: tailor-made investment strategies and portfolios, debt advisory, asset consolidation reporting, custody banks surveillance• Maintenance and support of I.T. system, risk control and performance analysis

Zurich, Switzerland

• Managing large private banking mandates with focus on ESG criteria• Production of studies on specific subjects and sustainable investments • Investment proposals, client reporting, performance analysis, support of relationship managers

Zürich Und Umgebung, Schweiz

• Portfolio Management for Swiss institutional clients• Acquisition and promotion of new mandates in cooperation with relationship management• Creation of performance track record relative to defined benchmark• Generation of outperformance through active asset allocation decisions and security selection globally• Funds selection in different asset categories (high yield bonds, emerging market bonds, real estate)• Regular client visits in Switzerland• Managing the Vontobel balanced model portfolio

Zürich Und Umgebung, Schweiz

• Managing private banking mandates• Preparation / Leading the Investment Comittee Meetings of ING Private Banking• Support of relationship manager in client’s meetings• Management of ING (Switzerland) pension plan

Zürich Und Umgebung, Schweiz

• Implementation of UBS investment policy in client’s mandates• Support / training of relationship managers• Active participation in asset allocation process• Client visits Switzerland, client acquisition

Chartered Financial Analyst / Cfa

Master, Economics / Business Administration