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 - University of 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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