Karim Moussa

Karim Moussa, CAIA, CIWM, has extensive experience in portfolio execution and financial analysis. Currently serving as a Portfolio Execution & Fund Analyst at Edmond de Rothschild since April 2014, Karim is responsible for monitoring and optimizing the rebalancing of ten fund portfolios, conducting market research, and developing investment strategies. Previously, Karim worked at Indosuez Wealth Management from September 2007 to March 2014 in various roles, including Référentiel valeurs. Karim holds a Master of Advanced Studies in Banking & Finance from Kalaidos University of Applied Sciences Switzerland (2015-2017) and a Bachelor’s Degree in Business Administration from the Business School Lausanne (2001-2003). Educational background also includes a Maturité in Sciences économiques from Gymnase Auguste Piccard (1995-1998) and a Certificat en sciences économiques from Collège Isabelle-de-Montolieu (1990-1995).