Brian Wälchli Email
Partner @ swisspartners Group AG
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Brian Wälchli Location
- Zürich, ZH, CH
Brian Wälchli Work
- Partner @ (September 2023 - Present)
- Senior RM Intermediaries German-Speaking Switzerland @ (December 2020 - August 2023)
- Deputy Team Head Intermediaries @ (July 2018 - November 2020)
- Head Investments and Advisory Intermediaries German-speaking Switzerland and Global Custody @ (May 2015 - June 2018)
- Senior Relationship Manager + Head Investment Advisory External Asset Managers Zurich @ (October 2006 - April 2015)
- Senior Relationship Manager External Asset Managers @ Clariden Leu (August 2001 - September 2006)
- Money Market Treasurer @ (September 1994 - July 2001)
- Various positions in Private Banking and Portfolio Management @ (April 1988 - August 1994)
Brian Wälchli Education
- University of Geneva
Certificate Coursera (Portfolio and Risk Management & Meeting Investors' Goals)
2021-2021 - Università Bocconi
Certificate Coursera (Private Equity and Venture Capital)
2020-2020 - SAQ - Swiss Association for Quality
Certified Wealth Management Advisor CWMA (Bank- und Finanzdienstleistungen)
2016-2017 - HWZ Hochschule für Wirtschaft Zürich
Master of Advanced Studies ZFH (Banking and Finance)
2013-2015 - AZEK - The Swiss Training Centre for Investment Professionals
Federal diploma for financial analyst and portfolio manager (Bank- und Finanzdienstleistungen)
1999-2001 - The European Federation of Financial Analysts Societies, EFFAS
Certified European Financial Analyst, CEFA (Internationale Finanz)
1999-2001 - KV Zurich Business School
Federal diploma for commercial apprenticeship (Banking)
1988-1991
Brian Wälchli Summary
- Brian Wälchli, based in Zürich, ZH, CH, is currently a Partner at swisspartners. Brian Wälchli brings experience from previous roles at Julius Baer. Brian Wälchli holds a 2021 - 2021 Certificate Coursera in Portfolio and Risk Management & Meeting Investors' Goals @ University of Geneva. Brian Wälchli has 1 emails on RocketReach.
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