Urs Eilinger
Plus aucun poste en cours
Profil
Mr. Urs Eilinger, CFA, is Client Advisor & Partner at WMPartners Vermögensverwaltungs AG.
He joined in 2008.
Mr. Eilinger was previously employed as Chief Investment Officer & Partner by Infidar Vermögensberatung AG.
He also worked as a Portfolio Manager at Bank Vontobel & Co. AG.
He was the Head of Portfolio Management for special and theme mandates at Bank Julius Baer & Co. Ltd.
He worked also as a Equity Analyst and Fund Manager at UBS Ltd., Zurich; and as an Equity Analyst at UBS Philips & Drew Ltd.
in London.
He studied at the HWV St. Gallen, and holds a CFA from the CFA Institute, USA. He is also a Certified Wealth Management Advisor, and holds a Swiss Federal Banking Diploma.
Anciens postes connus de Urs Eilinger
| 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 de la Recherche - Actions | 02/08/2010 |
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 |
