Complementa AG
Andreas Rothacher, CFA, CAIA, serves as the Head of Investment Research and Senior Investment Consultant at Complementa AG since 2017, where responsibilities include supporting Swiss and German clients, conducting asset-liability management studies, coordinating research efforts, and publishing investment-related articles. Additionally, Andreas co-authors the annual pension fund study "Risiko Check-up" and actively participates in various investment committee meetings and manager searches across fixed income and private markets. Previous experience includes a role as an Investment Analyst at Calibrium focusing on private equity due diligence, as well as positions at UBS and Credit Suisse in wealth management and operations support. Andreas holds a Master's degree from the University of St.Gallen, an exchange semester MBA from the University of Minnesota, and a Bachelor of Business Administration from the University of St.Gallen.
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Complementa AG
Complementa assists institutional investors and high net worth individuals in matters of financial and organisational management since 1984. We exclusively represent the interests of our clients and point out risks, alternatives and optimisation potential. Our experience and expertise extends across the levels of strategy as well as implementation. We advise on the investment strategy (ALM), investment principles, investment organisation and manager selection in all asset classes. We review and assess the performance of appointed asset managers and support the decision making process through meeting attendance. Thanks to the consolidation of all assets and level-appropriate investment reporting, investors are always able to maintain an accurate overview, even in times of market turbulence. The company is fully privately owned and supports 200 investors with assets of approximately CHF 280 bn worldwide. Our flexible services include investment consulting & controlling, reporting, ALM studies, securities and financial accounting as well as ESG services. To this end, around 60 experienced employees as well as top-class tools and databases are available. Your Investments - Our Expertise.