Roger Dicech
Plus aucun poste en cours
Profil
Mr. Roger Dicech is Client Advisor & Partner at WMPartners Vermögensverwaltungs AG.
He joined in 2008.
Before that Mr. Dicech worked as a Relationship and Asset Manager at Jyske Bank (Schweiz) AG, Zurich.
He was also a Trader at Swiss Bank Corporation, Zurich, as well as a Chief of Staff in the Wealth Management Solutions at a sub-division at Bank Julius Baer & Co. Ltd., Zurich.
He studied at the HWV in Zurich, and holds a Diploma in Business Administration, a Swiss Federal Banking Diploma, and a Certified Wealth Management Advisor CWMA (SAQ).
He took lessons in an Executive Programme at the Swiss Banking School, IMD, in Lausanne.
Anciens postes connus de Roger Dicech
| Sociétés | Poste | Fin |
|---|---|---|
WMPartners Vermögensverwaltungs AG
 WMPartners Vermögensverwaltungs AG Investment ManagersFinance WMPartners Vermögensverwaltungs AG (WMPartners) is the wealth management subsidiary of Bank Julius Baer & Co. AG, itself a subsidiary of Julius Baer Gruppe AG (SW: BAER) in Switzerland. Founded as Walter Meier & Partner in 1971 by Walter Meier, the firm became WMPartners Wealth Management Ltd. in 2002. In 2014 they merged wuth Infidar Investment Advisory Ltd. WMPartners is based in Zurich and offers services to high-net worth individuals, families and foundations, aiming to preserve and augment wealth by aligning their financial understanding, their systematic and disciplined approach to developing investment ideas and their objective decision-making. | Corporate Officer/Principal | - |
Infidar Vermögensberatung AG
 Infidar Vermögensberatung AG Investment ManagersFinance Infidar Vermögensberatung AG (IDV) is the investment management subsidiary of Swiss & Global Asset Management AG, itself a subsidiary of GAM Holding Ltd. (SW: GAM )in Switzerland. Headquartered in Zurich, the firm's core activities include asset management and investment counseling, asset controlling and portfolio monitoring and asset consolidation. IDV also provides solutions for estate planning, assistance with tax matters as well as the establishment of trusts and companies. They manage discretionary mandates and a mutual fund, the Infidar Global Opportunity Fund, which is domiciled in Liechtenstein. | Directeur des opérations | - |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Infidar Vermögensberatung AG
Infidar Vermögensberatung AG Investment ManagersFinance Infidar Vermögensberatung AG (IDV) is the investment management subsidiary of Swiss & Global Asset Management AG, itself a subsidiary of GAM Holding Ltd. (SW: GAM )in Switzerland. Headquartered in Zurich, the firm's core activities include asset management and investment counseling, asset controlling and portfolio monitoring and asset consolidation. IDV also provides solutions for estate planning, assistance with tax matters as well as the establishment of trusts and companies. They manage discretionary mandates and a mutual fund, the Infidar Global Opportunity Fund, which is domiciled in Liechtenstein. | Finance |
WMPartners Vermögensverwaltungs AG
WMPartners Vermögensverwaltungs AG Investment ManagersFinance WMPartners Vermögensverwaltungs AG (WMPartners) is the wealth management subsidiary of Bank Julius Baer & Co. AG, itself a subsidiary of Julius Baer Gruppe AG (SW: BAER) in Switzerland. Founded as Walter Meier & Partner in 1971 by Walter Meier, the firm became WMPartners Wealth Management Ltd. in 2002. In 2014 they merged wuth Infidar Investment Advisory Ltd. WMPartners is based in Zurich and offers services to high-net worth individuals, families and foundations, aiming to preserve and augment wealth by aligning their financial understanding, their systematic and disciplined approach to developing investment ideas and their objective decision-making. | Finance |
