Yves Robert-Charrue
Director of Investments at Bank Julius Bär & Co. AG
Net worth: 8 M $ as of 2024-04-29
Network origin in Yves Robert-Charrue first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Bank Julius Bär & Co. AG
 Bank Julius Bär & Co. AG Investment ManagersFinance Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices.
59
| Subsidiary | Investment Managers | 59 |
Julius Bär Foundation
 Julius Bär Foundation Investment ManagersFinance Julius Baer Foundation is an international wealth management company based in Zurich, Switzerland. The company is known for its solid Swiss heritage and is considered the international reference in wealth management. Laura Hemrika has been the CEO of the private company since 2023.
10
| Private Company | Investment Managers | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Yves Robert-Charrue via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Rochester Christian University | College/University | Masters Business Admin | |
| UBS | Investment Managers | Comptroller/Controller/Auditor Corporate Officer/Principal | |
GAM Investment Management (Switzerland) AG
 GAM Investment Management (Switzerland) AG Investment ManagersFinance GAM Investment Management (Switzerland) AG (GAM Switzerland) is an asset management firm headquartered in Zurich, Switzerland. The firm was founded in 1983 and is owned by GAM Holding AG (SWX: GAM, ADR: GMHLY). GAM Switzerland provides active investment solutions and products for institutions, financial intermediaries and private investors. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Director/Board Member Portfolio Manager-Equities | |
| GAM HOLDING AG | Investment Managers | Director of Research - Equity Director/Board Member Chairman Public Communications Contact | |
Credit Suisse AG
 Credit Suisse AG Investment ManagersFinance Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services. | Investment Managers | Head-Equity Investments Comptroller/Controller/Auditor Portfolio Manager-Equities | |
| VP BANK AG | Major Banks | Chief Executive Officer Chief Executive Officer | |
EFG Bank European Financial Group SA
 EFG Bank European Financial Group SA Major BanksFinance Part of EFG European Financial Group (Luxembourg) SA, EFG Bank European Financial Group SA provides banking and other financial services. The company is based in Geneva, Switzerland. Periclès–Paul P. Petalas has been the CEO of the Swiss company since 1980. | Major Banks | Director/Board Member | |
| BANK OF CHINA LIMITED | Major Banks | Director/Board Member Corporate Officer/Principal | |
Credit Suisse AG (Private Banking)
 Credit Suisse AG (Private Banking) Investment ManagersFinance Credit Suisse AG (Private Banking) (CSPB) is the Zurich-based private banking division of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (VX: CSGN) in Switzerland. Established in 1856, CSPB provides comprehensive advice and a range of investment products and services to private, corporate and institutional clients. The firm is a leading provider of innovative alternative investment products. Their wealth management solutions include tax planning, pension planning, life insurance solutions, wealth and inheritance advice, trusts and foundations. | Investment Managers | Head of Private Banking Head of Private Banking | |
Deutsche Bank (Suisse) SA
 Deutsche Bank (Suisse) SA Investment Banks/BrokersFinance Deutsche Bank (Suisse) SA provides banking services and financial solutions to private and institutional clients. The firm specializes in providing wealth management and investment consulting services to private customers. It also offers asset management solutions to institutional clients. The company was founded in 1980 and is headquartered in Geneva, Switzerland. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of St. Gallen | College/University | Doctorate Degree Doctorate Degree Masters Business Admin Doctorate Degree | |
| EFG INTERNATIONAL AG | Investment Managers | Director/Board Member | |
| University of Zurich | College/University | Graduate Degree Doctorate Degree Undergraduate Degree | |
| University of Bern | College/University | Masters Business Admin | |
| International Institute for Management Development | College/University | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Kepler Cheuvreux SA (Switzerland)
 Kepler Cheuvreux SA (Switzerland) Investment Banks/BrokersFinance Kepler Cheuvreux SA (Switzerland) (Kepler Cheuvreux Switzerland) is the Swiss broker/dealer division of Kepler Cheuvreux SA in France. The firm was founded in 1999 and is headquartered in Zurich. Kepler Cheuvreux Switzerland provides execution services platform that supports Equities, Fixed Income, Derivatives, ETFs, and Convertible Bonds. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Credit Suisse Private Banking (London Branch)
 Credit Suisse Private Banking (London Branch) Regional BanksFinance Part of UBS Group AG, Credit Suisse Private Banking (London Branch) provides private banking services. | Regional Banks | Corporate Officer/Principal | |
Credit Suisse Securities Europe Ltd (Switzerland)
 Credit Suisse Securities Europe Ltd (Switzerland) Investment Banks/BrokersFinance Credit Suisse Securities Europe Ltd. (Switzerland) is the Swiss broker/dealer division of Credit Suisse Securities Europe Ltd. in Great Britain. They are ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Headquartered in Zurich, the firm offers equities and fixed income sales and trading services, and provides access to a range of debt and equity securities, derivative products and financing opportunities across the capital spectrum for corporate, sovereign and institutional clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| Swiss Finance Institute | College/University | Director/Board Member Corporate Officer/Principal | |
Swiss Bankers Association
 Swiss Bankers Association Miscellaneous Commercial ServicesCommercial Services Swiss Bankers Association operates bankers association. The company was founded by Robert U. Vogler in 1912 and is headquartered in Basel, China. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
| JULIUS BÄR GRUPPE AG | Financial Conglomerates | Director/Board Member Chief Investment Officer Director/Board Member Chairman Chief Investment Officer Director of Finance/CFO Chief Investment Officer Chief Executive Officer Chief Executive Officer Public Communications Contact Public Communications Contact Chief Executive Officer Chief Executive Officer Corporate Officer/Principal | |
Stiftung Avenir Suisse
 Stiftung Avenir Suisse Investment Trusts/Mutual FundsMiscellaneous Stiftung Avenir Suisse develops ideas for the sociopolitical and economic development of Switzerland. It comprises of companies and private individuals from all economic branches and regions of Switzerland. The company was founded in 1999 and is headquartered in Zurich, Switzerland. | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
| Vereinigung Schweizerischer Handels & Verwaltungsbanken | President | ||
| University of Applied Sciences Zurich | College/University | Undergraduate Degree | |
| Cessouest School | College/University | Undergraduate Degree | |
| The Institute of Financial Services | College/University | Graduate Degree | |
| PATRIMONIUM PROPERTY ADVISORS - SWISS REAL ESTATE FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member | |
| Liechtensteinischer Bankenverband eV | Director/Board Member | ||
EFG European Financial Group (Luxembourg) SA
 EFG European Financial Group (Luxembourg) SA Financial ConglomeratesFinance Part of EFG European Financial Group Ltd., EFG European Financial Group (Luxembourg) SA is a Luxembourger company that provides financial services. The company is based in Luxembourg, Luxembourg. | Financial Conglomerates | Director/Board Member | |
Bank Julius Bär & Co. AG (Research Firm)
 Bank Julius Bär & Co. AG (Research Firm) Investment ManagersFinance Bank Julius Bär & Co. AG (Research Firm) is the investment research division of Bank Julius Bär & Co. AG, which is owned by Julius Bär Group AG (SWX: BAER) in Switzerland. Headquartered in Zurich, the firm provides information and investment research content on equities, fixed income, currencies and commodities. | Investment Managers | Director of Research - Equity Chief Executive Officer Corporate Officer/Principal | |
Bank J. Safra Sarasin AG (Investment Management)
 Bank J. Safra Sarasin AG (Investment Management) Investment ManagersFinance Bank J. Safra Sarasin AG (Investment Management) (J. Safra Sarasin-IM) is the investment management division of Bank J. Safra Sarasin AG, a private banking firm headquartered in Basel, Switzerland. Founded in 1841, the firm is owned by J. Safra Sarasin Holding AG, which is ultimately held by JS International Holdings Ltd. in The Bahamas. J. Safra Sarasin-IM actively manage assets for private and institutional clients. | Investment Managers | Chief Investment Officer Analyst-Equity | |
Liechtenstein Chamber of Commerce & Industry
 Liechtenstein Chamber of Commerce & Industry Miscellaneous Commercial ServicesCommercial Services Liechtenstein Chamber of Commerce & Industry (LCCI) is a private association with voluntary membership based in Vaduz, Liechtenstein. LCCI represents the interests of its roughly 40 Liechtenstein member companies, which include large industrial companies, major banks, and service providers. The Liechtensteiner company actively contributes towards developing and maintaining an interesting business environment as well as sustaining the competitiveness of the Liechtenstein business location. LCCI provides the certificate of origin and certification service assigned to it in 1949. The main tasks are the checking as well as legalizing of export documents and the issuing of customs documents for the temporary export of goods (carnets ata). The private company was founded in 1947 by Brigitte Haas and renamed Liechtenstein Chamber of Commerce and Industry in 1980. The CEO is Klaus Risch. | Miscellaneous Commercial Services | Director/Board Member | |
| Association of Swiss Asset & Wealth Management Banks | Investment Managers | President Director/Board Member Director/Board Member | |
| COSMO PHARMACEUTICALS N.V. | Pharmaceuticals: Major | Director/Board Member | |
| Credit Suisse Private Banking (Singapore) | Corporate Officer/Principal | ||
| Fondation Du Festival Et Académie De Verbier | Corporate Officer/Principal | ||
| Blueorchard SA | Director/Board Member | ||
| Stiftung Für Angewandte Krebsforschung | Chairman | ||
Wergen & Partner Vermögensverwaltungs AG
 Wergen & Partner Vermögensverwaltungs AG Financial ConglomeratesFinance Wergen & Partner Vermögensverwaltungs AG provides asset management services to private and institutional clients. The company was founded by Manfred Wergen and is headquartered in Wilen bei Wollerau, Switzerland. | Financial Conglomerates | Chairman | |
Bank Julius Bär & Co. Ltd. /CH/
 Bank Julius Bär & Co. Ltd. /CH/ Major BanksFinance Part of Julius Bär Gruppe AG, Bank Julius Bär & Co. Ltd. is a banking company based in Zurich, Switzerland. The Swiss company provides banking services. Philipp Rickenbacher has been the CEO of the company since 2009. | Major Banks | Chairman Director of Finance/CFO Chief Investment Officer Chief Operating Officer Chief Executive Officer | |
| EFG Bank AG (Colombia) | Director/Board Member | ||
Skyviews Life Science SA
 Skyviews Life Science SA Investment ManagersFinance Skyviews Life Science SA is an independent venture capital firm headquartered in Grandvaux, Switzerland. The firm was founded in 2018. | Investment Managers | Founder | |
| BMW (Switzerland) AG | Sales & Marketing |
Statistics
International
| Switzerland | 40 |
| Liechtenstein | 4 |
| United Kingdom | 3 |
| United States | 2 |
| China | 2 |
Sectoral
| Finance | 29 |
| Consumer Services | 10 |
| Commercial Services | 3 |
| Miscellaneous | 3 |
| Health Technology | 2 |
Operational
| Director/Board Member | 92 |
| Corporate Officer/Principal | 62 |
| Portfolio Manager-Equities | 36 |
| Analyst-Equity | 32 |
| Chief Executive Officer | 23 |
Most connected contacts
| Insiders | |
|---|---|
| Peter Küpfer | 33 |
| Boris F. J. Collardi | 21 |
| Romeo Lacher | 20 |
| Man Yiu Chow | 18 |
| Bernhard Hodler | 17 |
| Philipp Rickenbacher | 14 |
| Burkhard Varnholt | 14 |
| Dieter A. Enkelmann | 13 |
| Paul H. Arni | 12 |
| Xiao Lu Zhang | 9 |
| Marc Tschirner | 8 |
| Urs Monstein | 8 |
| Yves Bonzon | 8 |
| Nic Dreckmann | 7 |
| Hans F. Lauber | 7 |
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