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Markus A. Auer
Plus aucun poste en cours
72 ans
Finance
Profil
Mr. Markus A. Auer is Client Advisor & Partner at WMPartners Vermögensverwaltungs AG.
He joined in 2003.
Mr. Auer previously worked at Credit Suisse in Zurich, Teheran, and Singapore.
He was also the Head of Overseas Private Banking at Bank J.
Vontobel in Zurich.
Before that he was a Director and Head of Overseas section at Cantrade Private Bank Ltd. (a subsidiary of UBS Ltd.) in Zurich.
He studied HWV at the University of Lausanne.
Anciens postes connus de Markus A. Auer
| Sociétés | Poste | Fin |
|---|---|---|
WMPartners Vermögensverwaltungs AG
 WMPartners Vermögensverwaltungs AG Investment ManagersFinance WMPartners is an active, conservative manager which aims to achieve absolute returns for clients through proper deployment of first-rate external fund managers, the indexation of certain asset components and cost-efficient implementation. The firm makes investment decisions based on analytical groundwork combined with technical chart analysis. They use a proprietary portfolio management system to detect, evaluate and contain currency risk, market risk, securities risk and liquidity risk. WMPartners utilizes equity funds to implement their investment weighting policies, as well as for complementary investment areas (small-cap, specific sectors, countries or regions and investment categories). They select funds based on quantitative and qualitative criteria. Part of their exposure includes passive index products, such as index certificates or exchange-traded funds. The firm's bonds are the stable and conservative part of their portfolio. Their alternative investments include funds of hedge funds, precious metals, gold mine shares, commodity funds, real estate funds, quoted real estate companies and private equity funds | Corporate Officer/Principal | - |
Infidar Vermögensberatung AG
 Infidar Vermögensberatung AG Investment ManagersFinance IDV is an active opportunistic investor and manages diversified portfolios invested in equity and fixed-income via asset specific portfolios, growth portfolios and balanced mandates. They specialize in stockpicking and give little attention to region, country and sector allocation. The firm bases investment decisions on third-party research outsourced from banks and brokers. They also use technical chart analyses to support their investment process. | Membre du Comité d'Investissement | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Infidar Vermögensberatung AG
Infidar Vermögensberatung AG Investment ManagersFinance IDV is an active opportunistic investor and manages diversified portfolios invested in equity and fixed-income via asset specific portfolios, growth portfolios and balanced mandates. They specialize in stockpicking and give little attention to region, country and sector allocation. The firm bases investment decisions on third-party research outsourced from banks and brokers. They also use technical chart analyses to support their investment process. | Finance |
WMPartners Vermögensverwaltungs AG
WMPartners Vermögensverwaltungs AG Investment ManagersFinance WMPartners is an active, conservative manager which aims to achieve absolute returns for clients through proper deployment of first-rate external fund managers, the indexation of certain asset components and cost-efficient implementation. The firm makes investment decisions based on analytical groundwork combined with technical chart analysis. They use a proprietary portfolio management system to detect, evaluate and contain currency risk, market risk, securities risk and liquidity risk. WMPartners utilizes equity funds to implement their investment weighting policies, as well as for complementary investment areas (small-cap, specific sectors, countries or regions and investment categories). They select funds based on quantitative and qualitative criteria. Part of their exposure includes passive index products, such as index certificates or exchange-traded funds. The firm's bonds are the stable and conservative part of their portfolio. Their alternative investments include funds of hedge funds, precious metals, gold mine shares, commodity funds, real estate funds, quoted real estate companies and private equity funds | Finance |
