Profil
Mr. Bernhard O.
Urech, CFA, is a Senior Portfolio Manager & Chief Executive Officer at Loyal Finance AG.
He has over 28 years of industry experience.
Prior to joining the firm in 2019, Mr. Urech was previously employed as a Head of Portfolio Management by Pilatus Partners AG and a Head of Fixed Income Interest Rates by GAM Investment Management (Switzerland) AG.
He earned his Master's degree in Economics from University of Zurich.
He is a CFA charterholder.
Postes actifs de Bernhard O. Urech
| Sociétés | Poste | Début |
|---|---|---|
Loyal Finance AG
Loyal Finance AG Investment ManagersFinance Provides investment advice | Directeur Général | 01/09/2019 |
Anciens postes connus de Bernhard O. Urech
| Sociétés | Poste | Fin |
|---|---|---|
Pilatus Partners AG
Pilatus Partners AG Investment ManagersFinance Pilatus Partners specializes in fixed income and its implementation through direct investments. The firm seeks to preserve the client’s wealth over generations. A rigorous investment approach and a professional risk management are the cornerstones of their strategy. | Head-Fixed Income Invts | 01/06/2019 |
GAM Investment Management (Switzerland) AG
GAM Investment Management (Switzerland) AG Investment ManagersFinance GAM Switzerland is an active, conviction-based manager which developed a comprehensive range of investment strategies asset classes and styles, with core capabilities in fixed income, equity, multi asset & solutions and systematic. All the strategies share one common aim: to deliver positive, long-term absolute returns with controlled volatility and low correlation to traditional asset classes. The firm’s investment philosophy and approach add value through active decision-making at three levels: long-term strategic asset allocation, short-term tactical asset allocation and underlying investments. GAM uses in-house and external managers to manage their funds. | Head-Fixed Income Invts | 01/07/2018 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
GAM Investment Management (Switzerland) AG
GAM Investment Management (Switzerland) AG Investment ManagersFinance GAM Switzerland is an active, conviction-based manager which developed a comprehensive range of investment strategies asset classes and styles, with core capabilities in fixed income, equity, multi asset & solutions and systematic. All the strategies share one common aim: to deliver positive, long-term absolute returns with controlled volatility and low correlation to traditional asset classes. The firm’s investment philosophy and approach add value through active decision-making at three levels: long-term strategic asset allocation, short-term tactical asset allocation and underlying investments. GAM uses in-house and external managers to manage their funds. | Finance |
Loyal Finance AG
Loyal Finance AG Investment ManagersFinance Provides investment advice | Finance |
Pilatus Partners AG
Pilatus Partners AG Investment ManagersFinance Pilatus Partners specializes in fixed income and its implementation through direct investments. The firm seeks to preserve the client’s wealth over generations. A rigorous investment approach and a professional risk management are the cornerstones of their strategy. | Finance |
















