Mischa Anand

Head Investment Advisory Zurich - Advisory Premium & Advisory Advanced at Julius Baer

Mischa Anand has a diverse work experience with a focus on investment advisory and distribution roles. They started their career at UBS in 1998, where they worked in various sales and consulting positions. In 2010, Mischa joined Julius Baer and held multiple leadership positions, including Head of Investment Advisory and Head of Distribution. Their most recent role at Julius Baer was Head of Investment Advisory Zurich - Advisory Premium & Advisory Advanced.

Mischa Anand has a comprehensive education history that includes various degrees and certifications related to finance, banking, and leadership. In 1996, Mischa began their studies at the University of St.Gallen, completing their basic study period in 1998. Following this, Mischa enrolled at KV Zürich, where they earned a Specialist in Financial Planning (Swiss Federal) degree between 1999 and 2001.

To further enhance their education, Mischa attended the University of St.Gallen once again in 2001, obtaining a Fit for Finance Certificate. In 2003, they enrolled at the University of Applied Sciences and Arts of Southern Switzerland and pursued a Bachelor of Applied Science (BASc) degree in Finance & Banking, which they completed in 2005.

In 2008, Mischa decided to expand their knowledge in general management leadership and joined Lucerne University of Applied Sciences and Arts. They successfully completed an Executive MBA program specializing in General Management Leadership in 2009.

Continuing their professional development, Mischa enrolled in the Julius Baer Academy in 2012 to participate in the Team Leader Programme. In 2016 and 2017, they attended the SAQ Swiss Association for Quality, where they became a Certified Wealth Management Advisor (CWMA).

In 2019, Mischa attended IMD for the Team Leader Booster Program, further enhancing their leadership skills. Additionally, they pursued a Project Management certification, attaining an NDK Project Management degree at the Private Hochschule Wirtschaft PHW Bern, although the specific timeframe for this certificate is not provided.

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Previous companies

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Timeline

  • Head Investment Advisory Zurich - Advisory Premium & Advisory Advanced

    January, 2019 - present

  • Head Distribution Zurich Investment Partners Investment Advisory

    January, 2018

  • Head Of JB Distribution CH D Investment Advisory

    August, 2016

  • Head Of Investment Advisory Zurich ISG Representatives CH

    April, 2014

  • Head ISG Representative Switzerland

    February, 2013

  • ISG Representative Senior Investment Consultant Respnsible For Central Switzerland

    February, 2010

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