Sonja Beatrice Lippert

Chief Executive Officer at

Sherpa Asset Management AG

Finance

Consumer Services

Profile

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).

Sonja Beatrice Lippert active positions

Companies	Position	Start
Sherpa Asset Management AG Sherpa Asset Management AG Investment ManagersFinance Sherpa Asset Management seeks preservation and growth of capital for their clients. The Sherpa investment universe is a diversified portfolio they personally construct and manage by following their 6-step investment process as set out in the Sherpa Code – their own proven concept for excelling in the construction and management of portfolio.	Chief Executive Officer	2021-07-22

All active positions of Sonja Beatrice Lippert

Former positions of Sonja Beatrice Lippert

Companies	Position	End
Frey & Co. Administration AG Frey & Co. Administration AG Major BanksFinance Offers banking and financial advisory services	Corporate Officer/Principal	2008-04-30
UBS AG (Investment Management) UBS AG (Investment Management) Investment ManagersFinance UBS-IM is an active, risk-controlled and indexed manager which offers investment capabilities across all major asset classes including equity, fixed-income, currency, passive/ETFs, hedge funds and real estate/private equity and multi-asset. The firm's central investment approach for core equities, fixed-income and global investment solutions is value-oriented and based on rigorous fundamental asset class, market, currency and security analysis, with a global perspective. In addition, some UBS-IM investment teams follow a growth-oriented approach. They employ a proprietary risk management system, which is central to their investment management process.	Corporate Officer/Principal	2004-06-30

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Private companies	4
UBS AG (Investment Management) UBS AG (Investment Management) Investment ManagersFinance UBS-IM is an active, risk-controlled and indexed manager which offers investment capabilities across all major asset classes including equity, fixed-income, currency, passive/ETFs, hedge funds and real estate/private equity and multi-asset. The firm's central investment approach for core equities, fixed-income and global investment solutions is value-oriented and based on rigorous fundamental asset class, market, currency and security analysis, with a global perspective. In addition, some UBS-IM investment teams follow a growth-oriented approach. They employ a proprietary risk management system, which is central to their investment management process.	Finance
Frey & Co. Administration AG Frey & Co. Administration AG Major BanksFinance Offers banking and financial advisory services	Finance
Sherpa Asset Management AG Sherpa Asset Management AG Investment ManagersFinance Sherpa Asset Management seeks preservation and growth of capital for their clients. The Sherpa investment universe is a diversified portfolio they personally construct and manage by following their 6-step investment process as set out in the Sherpa Code – their own proven concept for excelling in the construction and management of portfolio.	Finance
Fachhochschule Nordwestschweiz FHNW Fachhochschule Nordwestschweiz FHNW Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services