Simon Lutz Email & Phone Number
Chief Investment Officer @ Tareno AG
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Simon Lutz Location
- Basel, BS, CH
Simon Lutz Work
- Chief Investment Officer @ (February 2024 - Present)
- Jurymitglied Swiss ETF Awards @ (September 2025 - Present)
- Head of Investment Strategy and Fund Manager @ (January 2019 - January 2024)
- Portfolio Manager @ (July 2016 - November 2018)
- Investment Advisor @ (April 2014 - June 2016)
- Investment Advisor Assistant @ (October 2013 - March 2014)
- Wealth Management Advisor @ (August 2011 - August 2012)
- Wealth Management Diploma Program @ (August 2009 - July 2011)
- International Wealth Management @ (February 2011 - April 2011)
- Apprentice @ (August 2006 - July 2009)
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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