Erling Lein Location
Thalwil, ZH, CH
Erling Lein Work
- 2014 - now Managing Partner @ Sonnenberg Wealth Management AG
- 2012 - 2014 Senior Portfolio Manager Premium Mandates @ Credit Suisse
- 2007 - 2012 Head Portfolio Management Europe @ Clariden Leu
- 2003 - 2007 Investment Manager and Client Advisor @ UBS AG (until Nov. 2004 Sauerborn Trust AG)
- 2003 - 2003 Dealer @ Fidelity Investments
Erling Lein Education
- University of Konstanz, Germany
Licentiate in International Economic Relations (Economics)
1999 - 2001 - Bodø Graduate School of Business, Norway
Master of Science in Business (Major in Finance and Investments.)
1997 - 1999 - Trondheim Business School, Norway
Bachelor of Accountancy and Business (Accountancy, Auditing)
1993 - 1996
Erling Lein Skills
- Datastream
- Bloomberg
- Portfolio Management
- Asset Management
- Asset Allocation
- International Tax
Erling Lein Summary
Erling Lein, based in Thalwil, ZH, CH, is currently a Managing Partner at Sonnenberg Wealth Management AG. Erling Lein brings experience from previous roles at Credit Suisse, Clariden Leu, UBS AG (until Nov. 2004 Sauerborn Trust AG) and Fidelity Investments. Erling Lein holds a 1999 - 2001 Licentiate in International Economic Relations in Economics @ University of Konstanz, Germany. With a robust skill set that includes Datastream, Bloomberg, Portfolio Management, Asset Management, Asset Allocation and more. Erling Lein has 2 emails on RocketReach.
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