Simon Frey Location
Zurich, Switzerland
Simon Frey Work
- 2025 - now Managing Partner and Founder @ Eagle Rock Capital Advisors GmbH
- 2025 - 2025 Director – Distribution (Head of DACH) @ iM Global Partner
- 2022 - 2024 Director - Distribution (Switzerland and FL) @ iM Global Partner
- 2018 - 2022 Head Sales and Client Relations, Member of the Executive Board @ Swiss Rock Asset Management AG
- 2017 - 2018 Senior Institutional Sales @ MIRABAUD ASSET MANAGEMENT
- 2015 - 2017 Vice President @ Morgan Stanley
- 2012 - 2015 Deputy Head Marketing and Sales @ Complementa Investment-Controlling AG
- 2010 - 2012 Investment Consultant @ PPCmetrics AG
- 2007 - 2010 Client Advisor RTN Desk @ UBS Group AG
- 2001 - 2006 Consultant @ RBA-Service
Simon Frey Education
- UBS AG
UBS Wealth Management Diploma (Wealth Management)
2007 - 2009 - Universität Bern
Master of Science (MSc) (Business Administration)
2001 - 2007 - ...
Master
Simon Frey Skills
- Investment Controlling
- Institutional Sales
- Family Office
- Financial Markets
- Investment Consulting
- Investitionen
- Derivate
- Finanzmärkte
- Vermögensverwaltung
- Depotverwaltung
Simon Frey Summary
Simon Frey, based in Zurich, Switzerland, is currently a Managing Partner and Founder at Eagle Rock Capital Advisors GmbH. Simon Frey brings experience from previous roles at iM Global Partner, Swiss Rock Asset Management and MIRABAUD ASSET MANAGEMENT. Simon Frey holds a 2007 - 2009 UBS Wealth Management Diploma in Wealth Management @ UBS AG. With a robust skill set that includes Investment Controlling, Institutional Sales, Family Office, Financial Markets, Investment Consulting and more.
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