Niklaus Wernli

Niklaus Wernli, CFA has a diverse and extensive work experience in the financial industry. Starting in 2000, they worked at Credit Suisse as a Portfolio Manager until 2001. Niklaus then joined Neue Aargauer Bank as a Senior Portfolio Manager from 2001 to 2004. In 2005, they moved to Clariden Leu where they held the position of Senior Portfolio Manager until 2007. Subsequently, they spent over 12 years at Credit Suisse as a Senior Portfolio Manager. In 2019, they joined Zürcher Kantonalbank as a Senior Advisor for Key Clients. From 2020 onwards, Niklaus Wernli has been working at Berner Kantonalbank AG, where they have held multiple roles including Head Investment Advisory & Solutions, Head Investment Boutique, and Head Investment Controlling.

Niklaus Wernli, CFA, obtained a Diploma of Business Studies from UTS College in 1996. Niklaus then pursued a Finance & Economics degree from the University of Technology Sydney, graduating in 1999. In 2001, Niklaus enrolled in the CFA Institute to earn their CFA degree in Finance, completing it in 2003. Niklaus also attended Alte Kantonsschule Aarau from 1992 to 1995. In terms of additional certifications, Niklaus obtained a Certificate in ESG Investing from both CFA Institute and CFA UK in 2021. Niklaus also holds certifications in SPIN® Selling from Huthwaite International in 2019 and International Wealth & Tax Planning from SFI Swiss Finance Institute in 2010. Furthermore, Niklaus is a Chartered Financial Analyst® (CFA) Charterholder since 2003.