Philipp Bärtschi Email & Phone Number
Chief Investment Officer, Head Wealth Investment Management @ J. Safra Sarasin
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Philipp Bärtschi Location
- Zürich, ZH, CH
Philipp Bärtschi Work
- Chief Investment Officer, Head Wealth Investment Management @ (July 2026 - Present)
- Chief Investment Officer, Head Investment Management @ (July 2016 - June 2026)
- Chief Investment Officer Private Clients @ (June 2013 - June 2016)
- Chief Strategist, Head of Strategy Research @ (January 2009 - May 2013)
- Equity Strategist @ (September 2006 - January 2009)
- European Investment Strategist @ (August 2003 - August 2006)
- Investment Strategy Analyst @ (September 2001 - July 2003)
Philipp Bärtschi Education
- CFA Institute
Chartered Financial Analyst (CFA)
2000-2002 - Duke University - The Fuqua School of Business
MBA Exchange Program
1997-1997 - University of St.Gallen
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 Zürich, ZH, CH, is currently a Chief Investment Officer, Head Wealth Investment Management at J. Safra Sarasin. Philipp Bärtschi brings experience from previous roles at J. Safra Sarasin. 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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