Martin Moeller was born in 1973 in Aschersleben, Germany. He gained a MA in banking and finance from the Frankfurt School of Finance and Management. He is a CFA charter holder since 2002. Martin joined UBP in 2006 where he is head of portfolio management equities (Swiss and Global products) and analyst equity research. Prior to this in 1992 he was an equity research analyst and portfolio manager responsible for credit research financial institutions at the Deutsche Bank. Outside of work Martin enjoys skiing, sailing, chess and music.
Eleanor Taylor Jolidon was born in Edgbaston in the UK. She attended King's Canterbury, then Trinity College, Cambridge and the College of Europe, Natolin to study Modern and Medieval Languages and economics, law and politics. Eleanor started her career in 1993 as risk officer, CRO and portfolio manager at Banque Indosuez. In 1998 she became a management consultant at PricewaterhouseCoopers and in 2000 she worked in brokerage at Bank Sal. Oppenheim. Four years later she joined Independent Asset Management as a portfolio manager and equity analyst and currently works at Union Bancaire Privée in Swiss and global equity as the lead manager on all Swiss equity portfolios and deputy on global equity. Outside of fund management she sails, skis and cycles and enjoys the cinema, theatre and music.
The Fund seeks to grow your capital primarily by investing in Swiss equities. It is an actively-managed and concentrated portfolio mainly made up of securities whose value is expressed in Swiss Francs. The Fund's value is calculated and expressed in Swiss Francs and does not use currency hedging for investment purposes.
- United Kingdom
- Launch date04/02/2011
- Share Class size76Mn
- Base currencyUSD
- Min. initial investment0
- Min. regular additional investment0