Julian Beard

Portfolio Manager-Equities at

UBS Asset Management Switzerland AG

Finance

Consumer Services

Profile

Julian Conrad Beard currently works at UBS Asset Management Switzerland AG, as Senior Portfolio Manager from 2024.
Mr. Beard also formerly worked at Credit Suisse AG, as Equity Portfolio Manager from 2004 to 2020 and Credit Suisse Asset Management (Schweiz) AG, as Senior Portfolio Manager from 2021 to 2024.
Mr. Beard received his undergraduate degree in 1997 from The University of Edinburgh.

Julian Beard active positions

Companies	Position	Start
UBS Asset Management Switzerland AG UBS Asset Management Switzerland AG Investment ManagersFinance UBS Switzerland offers investment capabilities across all major traditional and alternative asset classes. They develop an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance.	Portfolio Manager-Equities	2024-09-01

All active positions of Julian Beard

Former positions of Julian Beard

Companies	Position	End
Credit Suisse Asset Management (Schweiz) AG Credit Suisse Asset Management (Schweiz) AG Investment ManagersFinance CSAM Schweiz is an active manager which invests in equities and fixed-income across sectors and market-caps.	Portfolio Manager-Equities	2024-09-01
Credit Suisse AG Credit Suisse AG Investment ManagersFinance Credit Suisse is an active, growth-oriented and research-driven manager which aims to create value for shareholders by taking advantage of their global integrated network. The firm seeks to follow a balanced approach to wealth management, which aims to capitalize on both the large pool of wealth within mature markets as well as the significant growth in wealth in Asia Pacific and other emerging markets, while also serving key developed markets with an emphasis on Switzerland. Credit Suisse invests in a range of asset classes including equities, fixed-income, multiple-asset class products, real estate, hedge funds, private equity, and volatility management that combines a top-down approach for asset allocation with a bottom-up approach for stock selection.	Portfolio Manager-Equities	2020-11-30

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Linked companies

Private companies	4
Credit Suisse AG Credit Suisse AG Investment ManagersFinance Credit Suisse is an active, growth-oriented and research-driven manager which aims to create value for shareholders by taking advantage of their global integrated network. The firm seeks to follow a balanced approach to wealth management, which aims to capitalize on both the large pool of wealth within mature markets as well as the significant growth in wealth in Asia Pacific and other emerging markets, while also serving key developed markets with an emphasis on Switzerland. Credit Suisse invests in a range of asset classes including equities, fixed-income, multiple-asset class products, real estate, hedge funds, private equity, and volatility management that combines a top-down approach for asset allocation with a bottom-up approach for stock selection.	Finance
The University of Edinburgh The University of Edinburgh Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Credit Suisse Asset Management (Schweiz) AG Credit Suisse Asset Management (Schweiz) AG Investment ManagersFinance CSAM Schweiz is an active manager which invests in equities and fixed-income across sectors and market-caps.	Finance
UBS Asset Management Switzerland AG UBS Asset Management Switzerland AG Investment ManagersFinance UBS Switzerland offers investment capabilities across all major traditional and alternative asset classes. They develop an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance.	Finance