Julian Beard
Portfolio Manager-Aktien bei Credit Suisse Asset Management (Schweiz) AG
Ursprung des Netzwerks ersten Grades von Julian Beard
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Credit Suisse AG
Credit Suisse AG Investment ManagersFinance Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.
234
| Subsidiary | Investment Managers | 234 |
Credit Suisse Asset Management (Schweiz) AG
Credit Suisse Asset Management (Schweiz) AG Investment ManagersFinance Credit Suisse Asset Management (Schweiz) AG (CSAM Schweiz) is the asset management subsidiary of Credit Suisse AG, ultimately owned by Credit Suisse Group AG (SWX: CSGN, ADR: CS) in Switzerland. Founded in 2017, the firm is headquartered in Zurich and manages collective investment schemes for institutional and individual clients.
87
| Subsidiary | Investment Managers | 87 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Julian Beard
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
University of St. Gallen | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
University of Zurich | College/University | Graduate Degree Doctorate Degree Graduate Degree | |
Credit Suisse Securities Europe Ltd (Switzerland)
Credit Suisse Securities Europe Ltd (Switzerland) Investment Banks/BrokersFinance Credit Suisse Securities Europe Ltd. (Switzerland) is the Swiss broker/dealer division of Credit Suisse Securities Europe Ltd. in Great Britain. They are ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Headquartered in Zurich, the firm offers equities and fixed income sales and trading services, and provides access to a range of debt and equity securities, derivative products and financing opportunities across the capital spectrum for corporate, sovereign and institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Chief Executive Officer | |
Credit Suisse AG (Private Banking)
Credit Suisse AG (Private Banking) Investment ManagersFinance Credit Suisse AG (Private Banking) (CSPB) is the Zurich-based private banking division of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (VX: CSGN) in Switzerland. Established in 1856, CSPB provides comprehensive advice and a range of investment products and services to private, corporate and institutional clients. The firm is a leading provider of innovative alternative investment products. Their wealth management solutions include tax planning, pension planning, life insurance solutions, wealth and inheritance advice, trusts and foundations. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Credit Suisse International
Credit Suisse International Financial ConglomeratesFinance Credit Suisse International engages in the provision of financial products and services focused on client driven businesses. It operates through the following segments: Investment Bank, Capital Release Unit, and Corporate Centre. The company was founded on May 9, 1990 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Chairman Chief Executive Officer | |
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
Falcon Private Bank AG
Falcon Private Bank AG Investment ManagersFinance Falcon Private Bank AG (Falcon-PB) was previously known as AIG Private Bank Ltd. and was a subsidiary of New York-based American International Group, Inc. until 2009 when they were renamed Falcon upon acquisition by Aabar Investments PJSC (AD: AABAR), an investment company based in Abu Dhabi and majority-owned by the sovereign wealth fund IPIC-International Petroleum Investment Co. Established in 1965, Falcon-PB is based in Zurich with branch and representative offices in Geneva, Dubai, Abu Dhabi, Hong Kong, Singapore and London. Falcon-PB is a wholly-owned subsidiary of Aabar and provides wealth management services for an international clientele of high-net worth private individuals, family offices, asset management firms, private label partners and institutions. They offer personalized and structured private banking solutions, tailored to the individual needs of their clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Vontobel Asset Management AG
Vontobel Asset Management AG Investment ManagersFinance Vontobel Asset Management AG (Vontobel AM) is the asset management subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Founded in 1988, the firm is headquartered in Zurich and manages assets for institutional clients and the Vontobel Group's pension funds. Vontobel AM is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
Credit Suisse Investment Partners (Schweiz) AG
Credit Suisse Investment Partners (Schweiz) AG Investment ManagersFinance Credit Suisse Investment Partners (Schweiz) AG (Credit Suisse Schweiz) is an independent fund management firm headquartered in Pfäffikon, Switzerland. The firm was founded by Stefan Hiestand in 2007. Credit Suisse Schweiz provides access to innovative solutions across all asset classes and investment styles for private and qualified investors. | Investment Managers | Portfolio Manager-Fixed Income | |
Ludwig-Maximilians-Universität München | College/University | Undergraduate Degree | |
LIBERO FOOTBALL FINANCE AG | Financial Conglomerates | Chief Executive Officer | |
Lombard Odier Asset Management (Switzerland) SA
Lombard Odier Asset Management (Switzerland) SA Investment ManagersFinance Lombard Odier Asset Management (Switzerland) SA (LOAM Switzerland) is an investment advisory subsidiary of Lombard Odier Investment Managers Holding SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Formerly known as 1798 Global Partners (Switzerland) SA, the firm was founded in 1972 by Aziz Nahas and Hubert Keller and changed their name to Lombard Odier Asset Management (Switzerland) in 2010. LOAM Switzerland is headquartered in Petit-Lancy, Geneva. | Investment Managers | Portfolio Manager-Equities | |
University of Hagen | College/University | Graduate Degree | |
Credit Suisse Energy Infrastructure Partners AG
Credit Suisse Energy Infrastructure Partners AG Investment ManagersFinance Credit Suisse Energy Infrastructure Partners AG (Credit Suisse Energy) is a private equity subsidiary of Credit Suisse Energy founded in 2014. The firm is headquartered in Zurich, Switzerland. | Investment Managers | Chairman | |
Monash Business School | College/University | Masters Business Admin | |
Ghent University | College/University | Doctorate Degree | |
XL Insurance
XL Insurance Specialty InsuranceFinance XL Insurance expertise and customer focus drive company ability to deliver intelligent risk management solutions to its clients. The company is committed to working with its customers to minimize these risks and ensure their success. The company offers property, casualty, professional and specialty insurance products throughout the world. | Specialty Insurance | Corporate Officer/Principal | |
PERCEPTION CAPITAL CORP. III | Financial Conglomerates | Director/Board Member | |
Joyn Insurance Services, Inc.
Joyn Insurance Services, Inc. Insurance Brokers/ServicesFinance Joyn Insurance Services, Inc. is an insurtech enterprise that underwrites commercial insurance in the small and middle markets. The company is based in Delaware. The American company is powered by technology, data, and expertise to provide a transparent and trusted experience to brokers and customers. Joyn Insurance Services Inc. is a newly formed Delaware-domiciled, licensed producer, and general agent that operates under its "joyn"sm and "joyn insurance"sm brands. The company was founded by Eduard J. Pulkstenis, Edward McGough, Stephan G. Braig, Seraina Macia, Callie Thomas. Seraina Macia has been the CEO since incorporation. | Insurance Brokers/Services | Chief Executive Officer | |
Swiss Re Australia Ltd.
Swiss Re Australia Ltd. Multi-Line InsuranceFinance Part of Swiss Re AG, Swiss Re Australia Ltd. is an Australian company that provides life, health, property, and casualty reinsurance services. The company is based in Sydney, Australia. | Multi-Line Insurance | Corporate Officer/Principal | |
BanQu, Inc.
BanQu, Inc. Packaged SoftwareTechnology Services BanQu, Inc. engages in the provision financial inclusion for the underbanked of the world using blockchain technology. It offers platform connection supply chain. The company was founded by Ashish Gadnis, Hamse Warfe, and Jeffrey Keiser in 2016 and is headquartered in Minnetonka, MN. | Packaged Software | Chairman | |
Blackboard Insurance Co.
Blackboard Insurance Co. Multi-Line InsuranceFinance Part of American International Group, Inc., Blackboard Insurance Co. is a company that provides admitted insurance services. The company is based in New York, NY. Blackboard Insurance was acquired by Blackboard U.S. Holdings, Inc., a subsidiary of American International Group, Inc. from Fairfax Financial Holdings Ltd. on October 10, 2014. | Multi-Line Insurance | Chief Executive Officer | |
Zurich North America Commercial
Zurich North America Commercial Multi-Line InsuranceFinance Part of Zurich Insurance Group AG, Zurich North America Commercial is a company that provides general insurance and life insurance products and services. The company is based in Overland Park, KS. The CEO of the company is Kathleen A. Savio. | Multi-Line Insurance | Director of Finance/CFO | |
ZURICH INSURANCE GROUP LTD | Multi-Line Insurance | Corporate Officer/Principal | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Hamilton Specialty Insurance Co. (Investment Portfolio) | Investment Managers | Chief Executive Officer | |
Blackboard U.S. Holdings, Inc.
Blackboard U.S. Holdings, Inc. Managed Health CareHealth Services Blackboard U.S. Holdings, Inc. provides reinsurance solutions to global customers. The company was founded by Brian Duperreault and is headquartered in Princeton, NJ. | Managed Health Care | Chief Executive Officer | |
Association of Professional Insurance Women | Corporate Officer/Principal | ||
Food Bank for New York City
Food Bank for New York City Services to the Health IndustryHealth Services Food Bank for New York City provides emergency food assistance services. It procures and distributes food donations to emergency and community food programs. The company was founded in 1983 and is headquartered in New York, NY. | Services to the Health Industry | Chairman | |
The Association of British Insurers
The Association of British Insurers Insurance Brokers/ServicesFinance The Association of British Insurers provides insurance services. The non-profit company is based in London, UK. The CEO of the British company is Hannah Gurga. | Insurance Brokers/Services | Director/Board Member | |
Universität Konstanz | College/University | Graduate Degree | |
Robeco Schweiz AG
Robeco Schweiz AG Investment ManagersFinance Robeco Schweiz AG is the Switzerland-based asset management subsidiary of ORIX Corporation Europe NV, itself a subsidiary of ORIX Corp. (TSE: 8591) in Japan. Formerly known as SAM Sustainable Asset Management AG, the firm was founded in 1995 as the first asset manager focused exclusively on Sustainability Investing. They were acquired by Robeco Group in 2007 and renamed RobecoSAM AG in 2013 as part of Robeco's strategy to further align its group-wide Sustainability Investing activities. The firm became Robeco Schweiz AG in 2020. Headquartered in Zurich, Robeco Schweiz offers a comprehensive palette of products including in-house asset management, Sustainability Indices, corporate sustainability assessments, active ownership and engagement, and customized portfolio benchmarking solutions for private and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
SWISSCOM AG | Major Telecommunications | Director/Board Member | |
Georgetown University | College/University | Undergraduate Degree | |
Deerpath Capital Management LP
Deerpath Capital Management LP Investment ManagersFinance Deerpath Capital Management LP (Deerpath Capital Management) is a private equity firm founded by Gary C. Wendt, James Kirby and John Fitzgibbons in 2007. The firm is headquartered in New York. | Investment Managers | Public Communications Contact | |
Horizon21 AG (Investment Management)
Horizon21 AG (Investment Management) Investment ManagersFinance Horizon21 AG (Investment Management) (Horizon21-IM) is a single-family office division of Horizon21 AG, an investment company headquartered in Zurich, Switzerland. Founded in 2004, Horizon21-IM serves the needs of the founder of the firm and his family. | Investment Managers | Portfolio Manager-Equities | |
UBS Asset Management Switzerland AG
UBS Asset Management Switzerland AG Investment ManagersFinance UBS Asset Management Switzerland AG is the asset management subsidiary of UBS AG, ultimately owned by UBS Group AG (NYSE: UBS) in Switzerland. Headquartered in Zurich, the firm was founded in 2018 and provides investment management services to institutional investors, distribution partners and private investors. | Investment Managers | Portfolio Manager-Equities | |
UBS Asset Management (Singapore) Ltd.
UBS Asset Management (Singapore) Ltd. Investment ManagersFinance UBS Asset Management (Singapore) Ltd. (UBS Singapore) is the asset management subsidiary of UBS Asset Management AG, ultimately held by UBS Group AG (SWX: UBSG) in Switzerland. Headquartered in Singapore, the firm offers bespoke investment solutions to a wide range of clients including corporations, pension funds, endowments and major financial institutions. UBS Singapore distributes funds through partners locally and around the Southeast Asia region. | Investment Managers | Analyst-Equity | |
Banque Lombard Odier & Cie SA (Investment Management)
Banque Lombard Odier & Cie SA (Investment Management) Investment ManagersFinance Banque Lombard Odier & Cie SA (Investment Management) (Lombard Odier-IM) is the investment management division of Banque Lombard Odier & Cie, a subsidiary of Compagnie Lombard Odier SCmA in Switzerland. The firm was founded in 2002 when Lombard Odier & Cie and Darier Hentsch & Cie. merged. They are headquartered in Geneva with branches and representative offices throughout Switzerland, Europe, the Americas, Asia Pacific and the Middle East. Lombard Odier-IM provides private banking and asset management services to institutions, family-owned businesses and high-net worth individuals. They also provide a range of support services for independent intermediaries. | Investment Managers | Portfolio Manager-Equities | |
PwC Partner Andreas Staubli Stefan Räbsamen & Co. KmG
PwC Partner Andreas Staubli Stefan Räbsamen & Co. KmG MiscellaneousMiscellaneous PwC Partner Andreas Staubli Stefan Räbsamen & Co. KmG is an investment holding Swiss company founded in 2001. The private company is based in Zurich, Switzerland. and has subsidiaries in Switzerland. The company operates as an investment holding company. | Miscellaneous | Corporate Officer/Principal | |
SIX Swiss Exchange AG
SIX Swiss Exchange AG Investment Banks/BrokersFinance SIX Swiss Exchange AG operates as a stock exchange. It distributes a range of indices; and offers market data for shares, bonds, ETFs and funds, ETPs, indices, statistics, and data services. The firm enables to list and trade in segments, including equities, bonds, exchange traded funds (ETFs), exchange traded products (ETPs), derivatives, sponsored funds, sponsored foreign shares, warrants, and structured products. The company was founded in 1850 and is headquartered in Zurich, Switzerland. | Investment Banks/Brokers | Corporate Officer/Principal | |
swissVR | Director/Board Member | ||
Columbia Law School | College/University | Graduate Degree | |
WALLISER KANTONALBANK | Regional Banks | Director/Board Member |
Statistik
International
Schweiz | 24 |
Vereinigte Staaten | 14 |
Deutschland | 7 |
Vereinigtes Königreich | 3 |
Australien | 3 |
Sektoral
Finance | 33 |
Consumer Services | 10 |
Health Services | 3 |
Miscellaneous | 3 |
Technology Services | 2 |
Operativ
Portfolio Manager-Equities | 111 |
Portfolio Manager-Fixed Income | 79 |
Corporate Officer/Principal | 43 |
Director/Board Member | 32 |
Head-Equity Investments | 28 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Maag Macia | 20 |
Noreen Doyle | 18 |
Hans-Ulrich Meister | 15 |
Thomas Gottstein | 14 |
Burkhard Varnholt | 14 |
David Mathers | 12 |
Sandra Lathion-Zweifel | 8 |
Jan H. Viebig | 5 |
Florian Boehringer | 5 |
Dominik Scheck | 4 |
Maurizio Pedrini | 4 |
Pius Grüter | 4 |
Gianluca Oderda | 4 |
Stephan Muheim | 3 |
Vedran Stankovic | 3 |
- Börse
- Insiders
- Julian Beard
- Unternehmensverbindungen