2009 -2013 Chief Strategist, Head of Strategy Research @
2006 -2009 Equity Strategist @
2003 -2006 European Investment Strategist @
2001 -2003 Investment Strategy Analyst @
Philipp Bärtschi Education
CFA Institute
Chartered Financial Analyst (CFA)
2000-2002
Duke Fuqua School of Business
MBA Exchange Program
1997-1997
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
lic. oec. HSG
1993-1997
Philipp Bärtschi Skills
Investment Strategy and Asset Allocation
Equity and Sector Strategy
Strategic Asset Allocation
Tactical Asset Allocation
Thematic Research
Finanzmärkte
Anlageaufteilung
Bloomberg
Investments
Asset Management
Investment Strategy
Social Media
Valuation
Strategic Asset
Strategic Planning
Digital Marketing
Equity and Sector
Marketing
Tactical Asset
Financial Modeling
Social Media Marketing
Leadership
Philipp Bärtschi Summary
Philipp Bärtschi, based in Zurich, Switzerland, is currently a Chief Investment Officer at Bank J. Safra Sarasin Ltd. Philipp Bärtschi brings experience from previous roles at Bank J. Safra Sarasin Ltd, Bank Sarasin and Zurich Insurance Company Ltd.. Philipp Bärtschi holds a 2000 - 2002 Chartered Financial Analyst (CFA) @ CFA Institute. With a robust skill set that includes Investment Strategy and Asset Allocation, Equity and Sector Strategy, Strategic Asset Allocation, Tactical Asset Allocation, Thematic Research and more. Philipp Bärtschi has 1 emails on RocketReach.
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