Philippe Wanner, CFA

Experience

• 

  Banque Pictet & Cie SA

  Sept 2011 - Mar 2012

  Student Intern

  Support, preparation and registration of new values ​​in the appropriate data base for almost all asset classes: stocks, bonds, money market instruments, options, short-term contracts ,warrants, rights, contracts for difference, structured products (incl. Dual currency investments) and swaps on interest rate.

• 

  University of Zurich

  Sept 2013 - Jan 2014

  Teaching Assistant in Advanced Microeconomics

  - Conducted and prepared exercise sessions for a master class of approximately 100 studentsto present problems related to course content and to enhance students' understanding of thematerial- Provided advice, addressed student inquiries, and engaged students with extended interestsin the course topics in discussions that went beyond the courses’ content

• 

  Pictet Alternative Advisors SA

  Jul 2015 - Mar 2023

  Investment Analysis:- Foster partnerships with external stakeholders to source new funds managers and coinvestments.- Due diligences and closings of investment opportunities in funds and co-investmentsthroughout all geographies, strategies and sectors in value-add and real estate debtstrategies.- Participate to the investment decision process and present opportunities to the investmentcommittee.- Support the structuring of the closed transactions which included set-up of legal entities, taxdue diligence and inter-company cash flow management.Portfolio Management:- Participate to the portfolio management, implement the cash management and hedgingstrategies of the discretionary funds- Monitor the investments in portfolios and maintain relationships with partners.- Monitor market trends and economic indicators to adapt investment strategies accordinglyand build our investment thesis.Investors Relations- Participate to the fund-raising effort, with dedicated involvement in the fund raising of eachproducts.- Develop and maintain strong relationships with investors, providing detailed performancereports and investment forecasts.Transversal Tasks:- As the ESG indirect real estate responsible, bring PAA has a leading ESG and impact investment manager.- Elaborate PAA’s digitalisation initiative, with the creation of a client interface, as well as aninternal application to improve current processes on monitoring and reporting.- A 2-month project, within Pictet Asset Management (PAM) Economist team, to modelise apredicative model for real estate crisis.nvestment. Show less

  • Investment Manager

    Jun 2018 - Mar 2023

  • Analyst in Real Estate Investments

    Jun 2016 - May 2018

  • Intern in Real Estate

    Jul 2015 - May 2016