Simon Wey

Experience

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  Hypothekarbank Lenzburg AG

  Jun 2012 - Jun 2016

  • Junior Relationship Manager in Private Banking

    May 2014 - Jun 2016

  • Private Client Advisor

    Aug 2012 - May 2014

  • Client Advisor / Allrounder

    Jun 2012 - Aug 2012
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  Zugerberg Finanz AG

  Sept 2016 - Feb 2023

  - Management of varous model portfolios, advisory mandates and institutional discretionary mandates (AuM bCHF 3.3)- Responsible for institutional multi-asset and single asset mandates - Employee representative for our own pension fund- Member of the Investment Committee- Teacher at ZKA with a focus on alternative investments (after passing the exam, the participants will receive a diploma as well as cicero credits)- Analysis of client portfolios and making Investment recommendations- Supporting relationship managers in their acquisitions and reporting meeting Show less

  • Portfolio Manager Institutional Clients

    Dec 2020 - Feb 2023

  • Portfolio Manager

    Sept 2016 - Dec 2020
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  YOUPLUS Schweiz & Liechtenstein

  Mar 2023 - Jun 2024

  Head of Investment and Project Manager ESG/Sustainability
• 

  YOUPLUS

  Jun 2024 - now

  Group Chief Investment Officer (CIO)