![Hermann Schwalm](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Hermann Schwalm is Chief Operating Officer & Founding Partner at Helvetica Wealth Management Partners AG.
Previously, he worked for Morgan Stanley (Zurich) to set up private banking operations.
He then rose to the position of CEO of Bank Morgan Stanley as well as being COO of Private Wealth Management for both Switzerland and Germany.
Previously, he also help set up private banking operations in Switzerland for Commerzbank as well as working for Grindlays Bank with responsibility for middle-eastern clients.
He has over twenty eight years of experience in the financial sector, which has included working for one of the top banks such as Citibank and the Swiss National Bank.
Anciens postes connus de Hermann Schwalm
| Sociétés | Poste | Fin |
|---|---|---|
Helvetica Wealth Management Partners AG
 Helvetica Wealth Management Partners AG Investment ManagersFinance Helvetica is a multi-strategy investment manager focused on risk analysis. The firm manages long-only and alternative strategies, both as directly invested portfolios and thru the selection of third-party managers. They invest across asset classes in equity, bonds, derivatives, alternative investments and private equity. They operate a proprietary risk management system and combine in-house asset allocation with outsourced service providers. Their investment approach is based on fundamental research with quantitative overlays. In particular, they have developed a proprietary fund manager selection process for their multi-manager products. Helvetica's products include long-only and cross-asset absolute return funds, multi-manager alternative investment funds, thematic and real estate funds. They also provide customized portfolio management services and corporate advisory services. | Fondateur | 01/11/2011 |
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| Entreprise privées | 1 |
|---|---|
Helvetica Wealth Management Partners AG
Helvetica Wealth Management Partners AG Investment ManagersFinance Helvetica is a multi-strategy investment manager focused on risk analysis. The firm manages long-only and alternative strategies, both as directly invested portfolios and thru the selection of third-party managers. They invest across asset classes in equity, bonds, derivatives, alternative investments and private equity. They operate a proprietary risk management system and combine in-house asset allocation with outsourced service providers. Their investment approach is based on fundamental research with quantitative overlays. In particular, they have developed a proprietary fund manager selection process for their multi-manager products. Helvetica's products include long-only and cross-asset absolute return funds, multi-manager alternative investment funds, thematic and real estate funds. They also provide customized portfolio management services and corporate advisory services. | Finance |
