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Daniel Jakobovits
Head-Equity Investments chez
Hyposwiss Advisors SA
Finance
Profil
Daniel Jakobovits is currently Head of Investments at Hyposwiss Advisors SA. Formerly, Dr. Jakobovits was Head of Fixed Income Investments at UBP-Gestion Institutionnelle SA.
Postes actifs de Daniel Jakobovits
| Sociétés | Poste | Début |
|---|---|---|
Hyposwiss Advisors SA
 Hyposwiss Advisors SA Investment ManagersFinance Provides investment advice | Head-Equity Investments | - |
Anciens postes connus de Daniel Jakobovits
| Sociétés | Poste | Fin |
|---|---|---|
UBP-Gestion Institutionnelle SA
 UBP-Gestion Institutionnelle SA Investment ManagersFinance UBP-GI's investment objective is aimed at capital preservation and seeks absolute returns. They are active investment managers. The firm utilizes proprietary instruments, investment research and draws from their network of experts as part of their decision-making process. They construct portfolios reflecting their clients' risk and return profile, encompassing the conservative to aggressive investor. They may combine assets that range from traditional to structured investments across investment themes and geographic regions. They offer a concentrated number of compartments in equities, bonds and money markets. Multi-management funds selection is driven by both qualitative and quantitative analysis. The qualitative process is based on primary research. The quantitative analysis consists of three stages. First, performance profiles in different market phases are segmented. Then, each fund is analyzed individually using a proprietary tool which develops risk reports for each portfolio. Finally, a weighting model is applied to ensure diversification and balance of the final portfolio. Through UBP's worldwide network, UBP-GI provides access to asset managers in Europe, Asia and the US. | Head-Fixed Income Invts | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
UBP-Gestion Institutionnelle SA
UBP-Gestion Institutionnelle SA Investment ManagersFinance UBP-GI's investment objective is aimed at capital preservation and seeks absolute returns. They are active investment managers. The firm utilizes proprietary instruments, investment research and draws from their network of experts as part of their decision-making process. They construct portfolios reflecting their clients' risk and return profile, encompassing the conservative to aggressive investor. They may combine assets that range from traditional to structured investments across investment themes and geographic regions. They offer a concentrated number of compartments in equities, bonds and money markets. Multi-management funds selection is driven by both qualitative and quantitative analysis. The qualitative process is based on primary research. The quantitative analysis consists of three stages. First, performance profiles in different market phases are segmented. Then, each fund is analyzed individually using a proprietary tool which develops risk reports for each portfolio. Finally, a weighting model is applied to ensure diversification and balance of the final portfolio. Through UBP's worldwide network, UBP-GI provides access to asset managers in Europe, Asia and the US. | Finance |
Hyposwiss Advisors SA
Hyposwiss Advisors SA Investment ManagersFinance Provides investment advice | Finance |
