Simon Fricker

Simon Fricker is an experienced investment professional currently serving as an Account Manager - Investment Advisor at Vontobel since September 2023. With a robust background in portfolio management, Simon held senior roles at Black Oak Family Office SA, Stork Capital S.à.r.l., Gestaia finance sa, KBL Swiss Private Banking, BNP Paribas, and Banque Privée Edmond de Rothschild. Responsibilities included managing discretionary accounts, strategic and tactical asset allocation, and advising clients on investment proposals across various asset classes. Simon holds a Master's degree in Finance from the University of Geneva and is a CFA and CAIA charterholder.