Simon Umher

Simon Umher, CFA, is an experienced finance professional currently serving as Deputy Head and Senior Portfolio Manager at Schwyzer Kantonalbank since October 2019, where responsibilities include managing multi-asset mandates and Swiss equity strategies. Prior to this role, Simon worked as an Investment Advisor at Bank Cler from August 2017 to September 2019, providing tailored investment advice and managing wealthy private clients’ business needs. Earlier experience includes a position as a Relationship Manager for Private & Wealth Management Clients at Credit Suisse (September 2014 - July 2017) and participation in the JUNA Nachwuchsförderprogramm at UBS (August 2009 - August 2011). Simon holds a Chartered Financial Analyst (CFA) designation from the CFA Institute (2018 - Present) and a Bachelor of Science in Business Administration with a specialization in Banking and Finance from ZHAW School of Management and Law (2011 - 2014), complemented by an exchange semester at the University of West Florida and a Certificate of Advanced Studies (CAS) in Blockchain from the University of Zurich (2021).