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Thomas Hirzel, CIIA

Thomas Hirzel, CIIA

Bank Apprentice

Followers of Thomas Hirzel, CIIA1000 followers
location of Thomas Hirzel, CIIAZurich, Zurich, Switzerland

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  • Timeline

  • About me

    Head Investment Advisory & Senior Portfolio Manager at Ameliora Wealth Management Ltd.

  • Education

    • KV Business School Zürich

      2007 - 2010
      Kaufmann mit Berufsmatura Banking and Financial Support Services

    • AZEK - The Swiss Training Centre for Investment Professionals

      2014 - 2015
      Certified International Investment Analyst (CIIA)

    • CYP

      2007 - 2010
      Banking and Financial Support Services

  • Experience

    • Bank J. Safra Sarasin AG

      Aug 2007 - Aug 2010
      Bank Apprentice

      Commercial Apprenticeship (M-Profile)- Research- Portfolio Management- Trading (Forex)- Institutional Clients- Private Banking

    • VZ VermögensZentrum

      Sept 2010 - Feb 2020
      Senior Portfolio Manager

      - Portfoliomanagement for Key Clients- Assetmanagement for Pension Funds- Management of the VZ Investment Trust- Responsibility for Portfolio Analysis- Speaker at the VZ Bank Academy- Supervisor of three Junior Portfolio Managers

    • EMCORE Asset Management AG

      Mar 2020 - Feb 2022
      Senior Portfolio Manager & Options Trader

      - Nostro Trading- Derivatives Asset Management- Portfolio Management- Fund Management- Equity Derivatives Trading- Forex Derivatives Trading

    • Alpen Partners AG

      Feb 2022 - Nov 2023
      Senior Portfolio Manager

      - Portfoliomanagement for Key Clients- Manager Option Overlay Strategies- Cross-Asset Trading- Member of the Investment Committee- Options Expert

    • Ameliora Wealth Management Ltd.

      Dec 2023 - now
      Senior Portfolio Manager & Head Investment Advisory

      - Portfoliomanagement for Key Clients- Investment & Trading Advisory- Manager Option Overlay Strategies- Member of the Investment Committee- Trading all Asset Classes- Expert in Derivatives and Options

  • Licenses & Certifications

    • Eidgenössischer Bankkaufmann mit Berufsmaturität

      KV Business School Zürich
      Aug 2010

    • Certified International Investment Analyst (CIIA)

      AZEK - The Swiss Training Centre for Investment Professionals
      Jun 2015

    • Diplôme d'études en langue française DELF B1

      Ministère de l'Éducation nationale et de la Jeunesse
      Jul 2010

    • VZ Bank Academy Advanced

      VZ VermögensZentrum
      May 2015

    • First Certificate in English - Council of Europe Level B2

      University of Cambridge
      May 2010