Makiko Zürcher-Hosaka
Gestionnaire de Portefeuille-Actions chez CATAM Asset Management AG
Profil
Ms. Makiko Zürcher-Hosaka, CFA, is a Fund Asset Manager at CATAM Asset Management AG.
She joined the firm in July 2019.
Ms. Zürcher-Hosaka was previously employed as a Portfolio Manager by Hérens Quality Asset Management AG.
She was responsible for the fund’s investment strategy, including stock selection and portfolio construction.
In her role as the key person for the Luxury Brands portfolio, she was responsible for the communication of the investment approach and strategy to clients, business partners, and the media.
In addition, she also served as an investment advisor for an institutional portfolio dedicated to Japanese equities.
In her previous role, she was a fund manager of the Clariden Leu Japan Equity Fund and Clariden Leu Asia ex-Japan Equity Fund at Clariden Leu Ltd in Zurich.
Both funds were long-only, research-driven funds where she was responsible for the overall investment strategy and stock selection, and asset allocation.
She started her career as a buy-side financial analyst for Asian equities at Credit Suisse in Zurich.
She studied commerce and business administration at Waseda University (BA in Commerce) in Tokyo, Japan, and is a holder of the Chartered Financial Analyst (CFA) designation.
Postes actifs de Makiko Zürcher-Hosaka
| Sociétés | Poste | Début |
|---|---|---|
CATAM Asset Management AG
 CATAM Asset Management AG Investment ManagersFinance CATAM Asset Management AG (CATAM) is the Liechtenstein-based asset management subsidiary of Cat Holding AG in Switzerland. They are headquartered in Schaan and were founded in 1998. CATAM provides alternative asset management for private investors, fund management services, and external fund distribution. | Gestionnaire de Portefeuille-Actions | 01/07/2019 |
Anciens postes connus de Makiko Zürcher-Hosaka
| Sociétés | Poste | Fin |
|---|---|---|
Hérens Quality Asset Management AG
 Hérens Quality Asset Management AG Investment ManagersFinance Hérens Quality Asset Management AG (HQAM) is the asset management subsidiary of CEAMS Holding AG in Switzerland. Formerly known as CE Asset Management AG, established in 1993, the firm is based in Pfaffikon and provides research, consulting and asset management solutions for private and institutional investors as well as corporate decision-makers. The firm's clients include private investors, Swiss family offices and pension funds, in addition to banks and insurance companies. They manage a range of Luxembourg- and Swiss-domiciled funds. | Gestionnaire de Portefeuille-Actions | 01/07/2019 |
Hérens Partners AG
 Hérens Partners AG Investment ManagersFinance Hérens Partners AG (Hérens Partners) is the asset management subsidiary of Hérens Quality Asset Management AG, itself a subsidiary of CEAMS Holding AG in Switzerland. Established in 2009 by a group of senior professionals, the firm was formerly known as Dynapartners AG, a subsidiary of TCMG Asset Management AG, ultimately held by Vontobel Holding AG (SW: VONN), the firm changed their name to Hérens Partners AG in 2016. Hérens Partners is based in Pfäffikon and offers asset management services, including portfolio consulting and portfolio management solutions to institutional clients, intermediaries and family offices. | Gestionnaire de Portefeuille-Actions | 12/07/2017 |
SPARX Asset Management Co., Ltd.
 SPARX Asset Management Co., Ltd. Investment ManagersFinance SPARX Asset Management Co., Ltd. (SPARX) is the wholly-owned investment management subsidiary of SPARX Group Co., Ltd. (TYO: 8739) in Japan. The firm was founded by Shuhei Abe in 2006. Headquartered in Tokyo, SPARX provides portfolio management services and manages client accounts and funds. | Gestionnaire de Portefeuille-Actions | - |
| Clariden Leu AG | Gestionnaire de Portefeuille-Actions | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
| Clariden Leu AG | Finance |
SPARX Asset Management Co., Ltd.
SPARX Asset Management Co., Ltd. Investment ManagersFinance SPARX Asset Management Co., Ltd. (SPARX) is the wholly-owned investment management subsidiary of SPARX Group Co., Ltd. (TYO: 8739) in Japan. The firm was founded by Shuhei Abe in 2006. Headquartered in Tokyo, SPARX provides portfolio management services and manages client accounts and funds. | Finance |
Hérens Partners AG
Hérens Partners AG Investment ManagersFinance Hérens Partners AG (Hérens Partners) is the asset management subsidiary of Hérens Quality Asset Management AG, itself a subsidiary of CEAMS Holding AG in Switzerland. Established in 2009 by a group of senior professionals, the firm was formerly known as Dynapartners AG, a subsidiary of TCMG Asset Management AG, ultimately held by Vontobel Holding AG (SW: VONN), the firm changed their name to Hérens Partners AG in 2016. Hérens Partners is based in Pfäffikon and offers asset management services, including portfolio consulting and portfolio management solutions to institutional clients, intermediaries and family offices. | Finance |
Hérens Quality Asset Management AG
Hérens Quality Asset Management AG Investment ManagersFinance Hérens Quality Asset Management AG (HQAM) is the asset management subsidiary of CEAMS Holding AG in Switzerland. Formerly known as CE Asset Management AG, established in 1993, the firm is based in Pfaffikon and provides research, consulting and asset management solutions for private and institutional investors as well as corporate decision-makers. The firm's clients include private investors, Swiss family offices and pension funds, in addition to banks and insurance companies. They manage a range of Luxembourg- and Swiss-domiciled funds. | Finance |
CATAM Asset Management AG
CATAM Asset Management AG Investment ManagersFinance CATAM Asset Management AG (CATAM) is the Liechtenstein-based asset management subsidiary of Cat Holding AG in Switzerland. They are headquartered in Schaan and were founded in 1998. CATAM provides alternative asset management for private investors, fund management services, and external fund distribution. | Finance |
