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Thomas Heller Location
Zürich, ZH, CH
Thomas Heller Work
2024 -now Chief Investment Officer @
2022 -2024 Chief Investment Officer @
2014 -2022 Head of Research and Chief Investment Officer @
2013 -2014 External Consultant: Developing an Investment Service Concept @ Union Bank
2010 -2013 Head of Product Services and Communication @ LGT Capital Management
2007 -2010 Head of Fund and Product Analysis (Fund Research) @ LGT Capital Management
2007 -2007 Head of Investment Solutions and Advisory @ LGT Bank (Schweiz)
2005 -2006 Senior Investment Advisor @ LGT Capital Management
1999 -2005 Head of Fund Allocation and Mandates and Senior Portfolio Manager @ Julius Bär Asset Management
1994 -1999 Senior Economist @ Credit Suisse
Thomas Heller Education
Swiss Training Centre for Investment Professionals
Certified European Financial Analyst, CEFA
1999-2000
University of Zurich
Degree in National Economics
1988-1994
Thomas Heller Skills
Investment Management
Fund Research
Asset Allocation
Asset Management
Portfolio Management
Financial Analysis
Investment Services
Investment Advisory
Investment Funds
Investment Communications
Banking
Investments
Mutual Funds
Private Banking
Alternative Investments
Investment
Thomas Heller Summary
Thomas Heller, based in Zürich, ZH, CH, is currently a Chief Investment Officer at Frankfurter Bankgesellschaft Gruppe. Thomas Heller brings experience from previous roles at Belvédère Asset Management AG, Schwyzer Kantonalbank, Union Bank and LGT Capital Management. Thomas Heller holds a 1999 - 2000 Certified European Financial Analyst, CEFA @ Swiss Training Centre for Investment Professionals. With a robust skill set that includes Investment Management, Fund Research, Asset Allocation, Asset Management, Portfolio Management and more. Thomas Heller has 1 emails on RocketReach.
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