Profil
Mr. Philip Rötheli is a Senior Portfolio Manager at Bank Vontobel AG.
Mr. Rötheli was previously employed as a Senior Portfolio Manager by Bank Sarasin & Cie.
AG (Investment Management), by Bank J.
Safra Sarasin AG (Private Banking), by Notenstein La Roche Privatbank AG (Private Banking), and a Vice President & Portfolio Manager by Asset Management Partners AG,
Anciens postes connus de Philip Rötheli
| Sociétés | Poste | Fin |
|---|---|---|
Bank Vontobel AG
 Bank Vontobel AG Investment ManagersFinance Bank Vontobel AG (BV), formerly known as Bank J. Vontobel & Co AG, is a Zurich-based private bank. Established in 1924, BV is a wholly-owned subsidiary of Vontobel Holding AG (SW: VONN) and has offices in Geneva, New York, Frankfurt, Milan, Vienna and Luxembourg. The bank is VONN's private banking arm. In 2006 BV acquired the brokerage and corporate finance activities of Lombard Odier Darier Hentsch, which were integrated into their investment banking subsidiary, Vontobel Equity Research. BV specializes in financial consulting, research and wealth management via mutual funds, hedge funds, derivatives and special products for institutions, pension funds, corporates, high net-worth individuals, family offices and private individuals | Gestionnaire de Portefeuille-Actions | 01/06/2019 |
Bank Sarasin & Cie. AG (Investment Management)
 Bank Sarasin & Cie. AG (Investment Management) Investment ManagersFinance Bank Sarasin & Cie. AG (Investment Management) (Sarasin-IM) is the investment management division of Bank Sarasin & Cie AG (SW: BSAN) in Switzerland. Headquartered in Basel, the firm has offices in Zurich, Geneva and Lugano as well as international subsidiaries in Dubai, Guernsey, Hong Kong, London, Luxembourg, Munich, Paris, and Singapore. The bank was founded in 1841 and specializes in investment advisory and asset management services for private and institutional clients, as well as an investment funds business. Sarasin-IM manages direct institutional mandates, retail and institutional funds for BSAN and third parties, as well as the subfunds of the Sarasin Investment Foundation. | Gestionnaire de Portefeuille-Actions | 25/06/2013 |
Valterna AG
 Valterna AG Investment ManagersFinance Asset Management Partners AG provides investment advice. The private company is based in Baar, Switzerland. The Swiss company was founded in 1996. Ivo Roos has been the CEO of the company since 2012. Asset Management Partners was acquired by Asset Management Partners/Management/ from Partners Group Holding AG. | Gestionnaire de Portefeuille-Actions | 01/02/2011 |
Notenstein La Roche Privatbank AG (Private Banking)
 Notenstein La Roche Privatbank AG (Private Banking) Investment ManagersFinance Notenstein La Roche Privatbank AG (Private Banking) (Notenstein PB) is the private banking division of Notenstein La Roche Privatbank AG, itself a subsidiary of Raiffeisen Schweiz Genossenschaft in Switzerland. Named after a guild of St. Gallen merchants that was founded in the mid-fifteenth century, Notenstein was established in 1988. Based in St Gallen, the firm specializes in wealth management for private and institutional clients including pension funds, insurers, foundations, companies and public-sector institutions operating in Switzerland. They collaborate with their subsidiary, 1741 Asset Management Ltd., to offer expertise in innovative investment strategies. | Gestionnaire de Portefeuille-Actions | - |
Bank J. Safra Sarasin AG (Private Banking)
 Bank J. Safra Sarasin AG (Private Banking) Investment ManagersFinance Bank J. Safra Sarasin AG (Private Banking) (J. Safra Sarasin-PB) is the private banking division of Switzerland-based Bank J. Safra Sarasin AG, ultimately held by JS International Holdings Ltd. in The Bahamas. Headquartered in Basel, the firm was founded in 2013 and acts as investor advisor and asset manager for private and institutional clients. | Gestionnaire de Portefeuille-Actions | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Bank Sarasin & Cie. AG (Investment Management)
Bank Sarasin & Cie. AG (Investment Management) Investment ManagersFinance Bank Sarasin & Cie. AG (Investment Management) (Sarasin-IM) is the investment management division of Bank Sarasin & Cie AG (SW: BSAN) in Switzerland. Headquartered in Basel, the firm has offices in Zurich, Geneva and Lugano as well as international subsidiaries in Dubai, Guernsey, Hong Kong, London, Luxembourg, Munich, Paris, and Singapore. The bank was founded in 1841 and specializes in investment advisory and asset management services for private and institutional clients, as well as an investment funds business. Sarasin-IM manages direct institutional mandates, retail and institutional funds for BSAN and third parties, as well as the subfunds of the Sarasin Investment Foundation. | Finance |
Bank Vontobel AG
Bank Vontobel AG Investment ManagersFinance Bank Vontobel AG (BV), formerly known as Bank J. Vontobel & Co AG, is a Zurich-based private bank. Established in 1924, BV is a wholly-owned subsidiary of Vontobel Holding AG (SW: VONN) and has offices in Geneva, New York, Frankfurt, Milan, Vienna and Luxembourg. The bank is VONN's private banking arm. In 2006 BV acquired the brokerage and corporate finance activities of Lombard Odier Darier Hentsch, which were integrated into their investment banking subsidiary, Vontobel Equity Research. BV specializes in financial consulting, research and wealth management via mutual funds, hedge funds, derivatives and special products for institutions, pension funds, corporates, high net-worth individuals, family offices and private individuals | Finance |
Valterna AG
Valterna AG Investment ManagersFinance Asset Management Partners AG provides investment advice. The private company is based in Baar, Switzerland. The Swiss company was founded in 1996. Ivo Roos has been the CEO of the company since 2012. Asset Management Partners was acquired by Asset Management Partners/Management/ from Partners Group Holding AG. | Finance |
Notenstein La Roche Privatbank AG (Private Banking)
Notenstein La Roche Privatbank AG (Private Banking) Investment ManagersFinance Notenstein La Roche Privatbank AG (Private Banking) (Notenstein PB) is the private banking division of Notenstein La Roche Privatbank AG, itself a subsidiary of Raiffeisen Schweiz Genossenschaft in Switzerland. Named after a guild of St. Gallen merchants that was founded in the mid-fifteenth century, Notenstein was established in 1988. Based in St Gallen, the firm specializes in wealth management for private and institutional clients including pension funds, insurers, foundations, companies and public-sector institutions operating in Switzerland. They collaborate with their subsidiary, 1741 Asset Management Ltd., to offer expertise in innovative investment strategies. | Finance |
Bank J. Safra Sarasin AG (Private Banking)
Bank J. Safra Sarasin AG (Private Banking) Investment ManagersFinance Bank J. Safra Sarasin AG (Private Banking) (J. Safra Sarasin-PB) is the private banking division of Switzerland-based Bank J. Safra Sarasin AG, ultimately held by JS International Holdings Ltd. in The Bahamas. Headquartered in Basel, the firm was founded in 2013 and acts as investor advisor and asset manager for private and institutional clients. | Finance |
