2016 -2017 Head of Investment Advisory @ SYZ Private Banking
2008 -2016 Investment Advisor @
2005 -2008 Investment Advisor @
2000 -2004 Assistant to a Senior Relationship Manager, French desk HNWI @
1998 -2000 Assistant to a Relationship Manager, without any segmentation @
1996 -1998 Assistant to the Swiss desk Relationship Managers @
1993 -1996 Apprenticeship @ UBS
Stephan Germann Education
Banking Economist Diploma
Banking Economist Diploma (Finance, Credit and Economy)
2000-2005
Apprenticeship at UBS 1993-1996
Stephan Germann Skills
Investment Advisor with a strong bias for equities, corporate bonds and options
Private Banking
Portfolio Management
Asset Allocation
Bonds
Equities
Options
Technical Analysis
Investment Advisory
Capitaux propres
Banque privée
Conseil en investissements
Marché financier
Management
Corporate Bonds and Options
Investment Advisor With a Strong Bias for Equities
Microsoft Excel
Investments
Strategy
Conseil En
Financial Analysis
Stephan Germann Summary
Stephan Germann, based in Nyon, VD, CH, is currently a Investment Advisor at VCT Vector Gestion SA. Stephan Germann brings experience from previous roles at ALKIMIA S.A., PLEION Gestion de fortune (formally Plurigestion S.A.), SYZ Private Banking and Julius Baer. Stephan Germann holds a 2000 - 2005 Banking Economist Diploma in Finance, Credit and Economy @ Banking Economist Diploma. With a robust skill set that includes Investment Advisor with a strong bias for equities, corporate bonds and options, Private Banking, Portfolio Management, Asset Allocation, Bonds and more. Stephan Germann has 1 emails on RocketReach.
Looking for a different Stephan Germann?
Find contact details for 700 million professionals.