Romain Part, CAIA, has a diverse work experience in the financial industry. Romain started their career at SICPA in 2013 as a Marketing Trainee in the Government Security Solutions department. In 2014, Romain joined UBP - Union Bancaire Privée, where they initially worked as Client Services & Marketing for UBP Alternative Investments. Later, they transitioned into the role of Client Service Manager for UBP Asset Management. In 2018, Romain joined BIL Suisse as an Investment Advisor, and eventually became the Head of Portfolio Management in 2023. Romain's expertise lies in portfolio management, investment advisory, client services, and marketing within the financial sector.
Romain Part, CAIA, attained their Bachelor's degree in Management from HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne in the period between 2007 and 2011. Romain later pursued a Master's degree in Financial Engineering and Risk Management from the same institution, completing it between 2011 and 2013. Romain further enhanced their expertise by obtaining a Chartered Alternative Investment Analyst certification from the CAIA Association in May 2017.
Additionally, they have participated in various professional development programs. In 2021, Romain attended the INSEAD FinTech Programme at INSEAD, focusing on the field of FinTech. The following year, they undertook a specialized course on Negotiating for Value Creation at IMD in 2022.
January, 2023 - present
July, 2018
Head Of Portfolio Management at New England Asset Management, Inc. (NEAM, Inc.)
Head of Portfolio Management at Generate Capital
Head Of Portfolio Management at Allianz Nederland
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Head Of Portfolio Management at Adam & Company Wealth Management
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