MR

Markus Rosner

Senior Investment Advisor

Markus Rosner is a Senior Investment Advisor at Bank Vontobel AG, where they focus on Swiss equities, particularly mid caps, and oversee the Swiss stock selection for the Wealth Management recommendation list. With decades of experience in investment research and advisory, Markus specializes in a variety of sectors including Swiss real estate funds, global equities, bonds, FX, and commodities, utilizing derivative and structured products as needed. Prior to their role at Bank Vontobel AG, they worked at UBS Wealth Management from 2008 to 2014, enhancing their expertise in active advisory. Markus holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

Location

Zurich, Switzerland

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