Simon Lutz Email & Phone Number
Chief Investment Officer @ Tareno AG
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Simon Lutz Location
- Basel, BS, CH
Simon Lutz Work
- 2024 -now Chief Investment Officer @
- 2025 -now Jurymitglied Swiss ETF Awards @
- 2019 -2024 Head of Investment Strategy and Fund Manager @
- 2016 -2018 Portfolio Manager @
- 2014 -2016 Investment Advisor @
- 2013 -2014 Investment Advisor Assistant @
- 2011 -2012 Wealth Management Advisor @
- 2009 -2011 Wealth Management Diploma Program @
- 2011 -2011 International Wealth Management @
- 2006 -2009 Apprentice @
Simon Lutz Education
- Hochschule für Wirtschaft FHNW / School of Business FHNW
Bachelor of Science - BS (Betriebsökonomie / Banking and Finance)
2014-2018 - Stockholm University
Finance (General)
2017-2017 - Berufsfachschule KV Basel
Berufsmaturität (Kaufmännische Richtung)
2006-2009
Simon Lutz Skills
- Wealth Management
- Investment Advisory
- Investitionen
- Bankwesen
- Portfoliomanagement
- Kapitalmärkte
- Investmentbank
Simon Lutz Summary
- Simon Lutz, based in Basel, BS, CH, is currently a Chief Investment Officer at Tareno AG. Simon Lutz brings experience from previous roles at Swiss ETF Awards, Baumann & Cie, Banquiers, Bellevue Group and UBS. Simon Lutz holds a 2014 - 2018 Bachelor of Science - BS in Betriebsökonomie / Banking and Finance @ Hochschule für Wirtschaft FHNW / School of Business FHNW. With a robust skill set that includes Wealth Management, Investment Advisory, Investitionen, Bankwesen, Portfoliomanagement and more. Simon Lutz has 3 emails on RocketReach.
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