Profile
Mr. Werner Richli is a Senior Portfolio Manager at UBS Asset Management Switzerland AG.
Mr. Richli was previously an Equity Analyst at Credit Suisse’s Investment Banking Division (Credit Suisse First Boston) covering European real estate stocks.
Before this role, he analyzed building materials, construction, and utility stocks and was involved in several Initial Public Offerings.
Mr. Richli joined Credit Suisse in 1987.
He was employed as a Portfolio Manager at Credit Suisse AG.
He earned the CIIA designation and received a Master’s Degree in Business Administration from the University of Zurich, Switzerland
Werner Richli 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 |
Former positions of Werner Richli
| 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 | 2017-03-30 |
Credit Suisse Securities Europe Ltd (Switzerland)
Credit Suisse Securities Europe Ltd (Switzerland) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2000-09-06 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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 |
Credit Suisse Securities Europe Ltd (Switzerland)
Credit Suisse Securities Europe Ltd (Switzerland) Investment Banks/BrokersFinance Provides brokerage services | Finance |
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 |
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