Ulrich Burkhard

Director/Board Member at PATRIMONIUM URBAN OPPORTUNITY AG

Net worth: 6 M $ as of 2026-08-30

65 year

26 connections

Finance

Consumer Services

Health Technology

Profile

Ulrich Burkhard is the founder of Marcuard Family Office AG, serving as Chairman since 1998.
Current jobs include Chairman of Elephant Vert Ltd., Chairman of Green Bean Holdings Ltd., Chairman & Managing Director of Bodeli Anlagen AG, Chairman of Baru Immobilien AG, Non-Executive Director of Mymetics Corp.
since 2012, and Director of Patrimonium Urban Opportunity AG since 2010.
Former jobs include Vice President at Vontobel Asset Management, Inc. from 1990 to 1994 and First Vice President at Bank Vontobel AG from 1978 to 1998.
Education includes undergraduate degrees from HWZ Hochschule für Wirtschaft Zürich and the University of Applied Sciences Zurich.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
PATRIMONIUM URBAN OPPORTUNITY LTD 4.23%	2025-12-30	1,613,135 ( 4.23% )	6 M $	2026-08-30

Ulrich Burkhard active positions

Companies	Position	Start
PATRIMONIUM URBAN OPPORTUNITY AG	Director/Board Member	2010-09-30
Marcuard Family Office AG Marcuard Family Office AG Investment ManagersFinance MFO adheres to structured and methodical investment processes, combined with sensible portfolio construction. The firm develops a comprehensive wealth strategy that considers and complements all relevant asset classes for the family, including existing assets such as family businesses or real estate.	Founder	1997-12-31

All active positions of Ulrich Burkhard

Former positions of Ulrich Burkhard

Companies	Position	End
Bank Vontobel AG Bank Vontobel AG Investment ManagersFinance BV follows VONN's global, centralized, investment policy. The firm mainly manages portfolios invested in global equity, fixed-income and money-market instruments. At the core of VONN's investment philosophy is a strategic asset allocation process, which follows a top-down approach. The firm allocates assets in accordance with the fundamental assessment of macroeconomic factors such as global economies, currencies, interest rates, global stock markets and sectors. At the same time, VONN utilizes quantitative models to establish tailored portfolio structures. Once asset allocation has been determined, fund managers select stocks from the Vontobel Buy List, which is built by a Global Equity Research team. Equities on the list are selected via a standardized process which follows a combination of bottom-up and top-down selection. VONN's analysts perform fundamental analysis of targeted shares, assessing qualitative and quantitative factors. Market timing, based on technical analysis, is the final step before equities can be added to the buy list.	Corporate Officer/Principal	1997-12-31
Vontobel Asset Management, Inc. Vontobel Asset Management, Inc. Investment ManagersFinance Vontobel AM is an active multi-boutique asset manager which seeks to add alpha through bottom-up stock selection. The firm’s investment team monitors the tenets of their buy discipline – consistency, predictability, profitability, sustainability and sensible price. Generally, they will remain invested in a company unless a material change to their investment thesis occurs. Reasons for them to reduce the size of or to sell completely a company’s shares include the following: the market price of a business exceeds the firm’s estimate of fair price; the business is involved in a major acquisition; its earnings growth, profitability and predictability deteriorate; or it is replaced by a better investment.	Corporate Officer/Principal	1993-12-31
MYMETICS CORPORATION	Director/Board Member	-

See the detail of Ulrich Burkhard's experience

Training of Ulrich Burkhard

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Ulrich Burkhard's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	7
Mymetics Corp. Mymetics Corp. Pharmaceuticals: MajorHealth Technology Develops vaccines for infectious and life disabling diseases	Health Technology
Vontobel Asset Management, Inc. Vontobel Asset Management, Inc. Investment ManagersFinance Vontobel AM is an active multi-boutique asset manager which seeks to add alpha through bottom-up stock selection. The firm’s investment team monitors the tenets of their buy discipline – consistency, predictability, profitability, sustainability and sensible price. Generally, they will remain invested in a company unless a material change to their investment thesis occurs. Reasons for them to reduce the size of or to sell completely a company’s shares include the following: the market price of a business exceeds the firm’s estimate of fair price; the business is involved in a major acquisition; its earnings growth, profitability and predictability deteriorate; or it is replaced by a better investment.	Finance
Bank Vontobel AG Bank Vontobel AG Investment ManagersFinance BV follows VONN's global, centralized, investment policy. The firm mainly manages portfolios invested in global equity, fixed-income and money-market instruments. At the core of VONN's investment philosophy is a strategic asset allocation process, which follows a top-down approach. The firm allocates assets in accordance with the fundamental assessment of macroeconomic factors such as global economies, currencies, interest rates, global stock markets and sectors. At the same time, VONN utilizes quantitative models to establish tailored portfolio structures. Once asset allocation has been determined, fund managers select stocks from the Vontobel Buy List, which is built by a Global Equity Research team. Equities on the list are selected via a standardized process which follows a combination of bottom-up and top-down selection. VONN's analysts perform fundamental analysis of targeted shares, assessing qualitative and quantitative factors. Market timing, based on technical analysis, is the final step before equities can be added to the buy list.	Finance
HWZ Hochschule für Wirtschaft Zürich HWZ Hochschule für Wirtschaft Zürich Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Applied Sciences Zurich University of Applied Sciences Zurich Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Marcuard Family Office AG Marcuard Family Office AG Investment ManagersFinance MFO adheres to structured and methodical investment processes, combined with sensible portfolio construction. The firm develops a comprehensive wealth strategy that considers and complements all relevant asset classes for the family, including existing assets such as family businesses or real estate.	Finance
Patrimonium Urban Opportunity AG Patrimonium Urban Opportunity AG Real Estate DevelopmentFinance Provides real estate investment services	Finance