Sonja Beatrice Lippert
Directeur Général chez Sherpa Asset Management AG
Profil
Ms. Sonja B.
Lippert is a Chief Executive Officer at Sherpa Asset Management AG.
As CEO of Sherpa Asset Management, Sonja Lippert, is responsible for all operations, trade execution, and administration-related matters of the firm.
Sonja has over 17 years of experience in portfolio management and investment research, working in various financial institutions in Switzerland.
Before joining Sherpa Asset Management in 2008, she worked for a small Swiss private bank as a member of management and was responsible for the bank’s discretionary and pension fund mandates.
She holds a Bachelor of Business Administration from the University of Applied Science and Arts Northwestern Switzerland (former HWV Baden) and is a Certified International Investment Analyst (CIIA) and a Federal Financial Analyst and Portfolio Manager (AZEK).
Postes actifs de Sonja Beatrice Lippert
| Sociétés | Poste | Début |
|---|---|---|
Sherpa Asset Management AG
 Sherpa Asset Management AG Investment ManagersFinance Sherpa Asset Management AG is an independent asset management firm headquartered in Zurich, Switzerland. Founded in 2008, the firm manages assets of various clients. | Directeur Général | 23/07/2021 |
Anciens postes connus de Sonja Beatrice Lippert
| Sociétés | Poste | Fin |
|---|---|---|
Frey & Co. Administration AG
 Frey & Co. Administration AG Major BanksFinance Frey & Co. Administration AG offers banking and financial advisory services. It offers legal advisory and global compliance; accounting and tax advisory; risk analysis reports and asset consolidation; estate planning and probate administration; and concierge and convenience services. The company offers client risk and return analysis and investment risk profile evaluation services. Frey & Co. Administration was founded in 2002 and is headquartered in Zurich, Switzerland. | Corporate Officer/Principal | 01/05/2008 |
UBS AG (Investment Management)
 UBS AG (Investment Management) Investment ManagersFinance UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients. | Corporate Officer/Principal | 01/07/2004 |
Formation de Sonja Beatrice Lippert
| Fachhochschule Nordwestschweiz FHNW | Undergraduate Degree |
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 | 3 |
|---|---|
UBS AG (Investment Management)
UBS AG (Investment Management) Investment ManagersFinance UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients. | Finance |
Frey & Co. Administration AG
Frey & Co. Administration AG Major BanksFinance Frey & Co. Administration AG offers banking and financial advisory services. It offers legal advisory and global compliance; accounting and tax advisory; risk analysis reports and asset consolidation; estate planning and probate administration; and concierge and convenience services. The company offers client risk and return analysis and investment risk profile evaluation services. Frey & Co. Administration was founded in 2002 and is headquartered in Zurich, Switzerland. | Finance |
Sherpa Asset Management AG
Sherpa Asset Management AG Investment ManagersFinance Sherpa Asset Management AG is an independent asset management firm headquartered in Zurich, Switzerland. Founded in 2008, the firm manages assets of various clients. | Finance |
