Relationship Manager UHNW Switzerland @ (July 2024 - March 2025)
Client Partner @ (July 2018 - July 2024)
Senior Relationship Manager @ (July 2016 - June 2018)
Senior Investment Consultant @ (November 2015 - June 2016)
Senior Investment Advisor @ (March 2014 - June 2015)
Senior Investment Advisor to UHNWI @ (January 2011 - February 2014)
Senior Investment Consultant to UHNWI @ (December 2006 - December 2010)
Investment Consultant to UHNWI @ (January 2004 - November 2006)
Investment Analyst Asset Allocation and Risk Management @ (April 2001 - December 2003)
Thomas Kunz Education
CFA Society
Chartered Financial Analyst
2004
University of Zurich
Master of Science (M.Sc.) (Economics and Finance)
2000
Thomas Kunz Skills
Wealth Management
Asset Management
Investment Advisory
Relationship Management
Family Offices
UHNWI
HNWI
Asset Allocation
Risk Management
Portfolio Management
Valuation
Equities
Fixed Income
Alternative Investments
Hedge Funds
Private Equity
Derivatives
SQL
Financial Risk
Strategic Planning
Financial Analysis
Thomas Kunz Summary
Thomas Kunz, based in Switzerland, is currently a Relationship Manager GFIW Switzerland at UBS. Thomas Kunz brings experience from previous roles at UBS and Credit Suisse. Thomas Kunz holds a Chartered Financial Analyst @ CFA Society. With a robust skill set that includes Wealth Management, Asset Management, Investment Advisory, Relationship Management, Family Offices and more. Thomas Kunz has 2 emails on RocketReach.
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