Complementa AG
Roman Erb is a seasoned finance professional with extensive experience in investment consulting and asset servicing. Currently serving as a Senior Investment Consultant and Controller at Complementa AG since September 2018, Roman Erb also holds a long-standing position at UBS since October 2008, where roles include Director of Institutional Client / Asset Servicing and Director of Investment Reporting, among others, leading teams focused on various aspects of asset servicing and client relationships. Roman Erb's educational background includes a Master of Arts from the University of Zurich and certification as a Certified International Investment Analyst (CIIA) from SFAA/AZEK.
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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.