Thierry Borgeat, CFA

Experience

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  UBP

  Aug 2007 - Jul 2012

  Discretionary Portfolio Management & Investment Services, Multi Assets Private banking departments, middle office departments, trading & treasury and portfolio management

  • Portfolio Management

    Aug 2010 - Jul 2012

  • Trainee

    Aug 2007 - Aug 2010
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  Pictet Asset Management

  Jul 2013 - Sept 2013

  Summer Internship Asset Management

  Balanced & Multi Assets, Quants and Technical Analysis

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  Vontobel

  Jun 2014 - Oct 2018

  CIO Office Advisory / Discretionary Portfolio Management, Multi Assets Investment Office, Multi Assets

  • Global Investment Strategist

    Nov 2017 - Oct 2018

  • Investment Manager

    Sept 2014 - Oct 2017

  • Summer Internship Investment Office

    Jun 2014 - Aug 2014
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  Tramondo Investment Partners AG

  Nov 2018 - Jan 2023

  Investment Manager

  Tramondo Investment Partners AG is the investment arm of a multi-family office group that has been in existence for over 40 years and is an FINMA regulated asset manager.Built the firm's asset management unit. Performance responsibility for +400m USD AuM. Received recognition from several independent award and rating agencies, such as 5* Morningstar rating for 3 and 5 year track record, EuroHedge Newcomer Shortlisted in 2020, Citywire Top50 Swiss independent asset managers.Main Focus on Equity Funds: Lead-PM Dynamic Equity Opportunities ($200m+ AuM, 5-star Morningstar rated over three and five years)Co-PM Global Macro Strategy ($50m+ AuM, EuroHedge Newcomer Shortlisted in 2020)Co-PM Dynamic Equity Europe ($20m+ AuM)Co-PM NextGeneration ($30m+ AuM) Show less

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  Culturee

  Dec 2022 - now

  Co-Founder

  www.culturee.ch | Corporate culture is the cornerstone of any successful organization. Company culture is often overlooked — and yet it is among the most important criteria for a company’s success. Simply put, culture is an organization’s DNA.Building culture requires time and effort. We are here to help – with the culturee vest.A vest customized and branded with your company logo, which improves identification and cooperation between employeesOur culturees have purchased our branded, embroidered and customized vests for:- Their own employees- The new employee starter kit- Brand Ambassadors- Clients, prospects and friends- Corporate and networking events like fairs or sporting events... or for a cozy warm evening in front of the fireplace as well as in the Swiss mountains 😊 Show less

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  Arvy

  Feb 2023 - now

  Co-Founder

  arvy’s Mission: Professionelle Anlagestrategien und Informationen wurden bis anhin normalen Anlegern vorenthalten, dies möchten wir mit arvy ändern und allen zugänglich machen. Wir sind überzeugt, dass auch normale Anleger ihre langfristige finanzielle Unabhängigkeit erreichen können. Es benötigt lediglich einen guten Plan, die richtigen Anlageinstrumente, einen erfahrenen Piloten, der mit den richtigen Informationen und Tipps dich erfolgreich ans Ziel bringt. Somit wollen wir die Investment-Erfahrung schaffen, die wir uns schon vor Jahren für uns selbst gewünscht hätten. Unsere Philosophie, alle mit auf die Reise des Investierens mitzunehmen, ist auch Teil des Namens in arvy, die “Voyage”. Show less