head of client advisory at olz ag@ OLZ AG
Zurich, Switzerland
Urs Winzenried, CFA
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School of Management Fribourg (HEG-FR)
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FlashIntel GPTUrs Winzenried, CFA is a Senior Portfolio Manager at LGT Bank (Switzerland) Ltd. with 19.2 years of experience in fixed income, portfolio management, and private banking. He has a strong background in structured products, derivatives, and financial markets. Urs has worked at reputable institutions such as OLZ AG, UBS, and Merrill Lynch, where he held various positions in portfolio management and transition expertise. He is skilled in Bloomberg, capital markets, equities, and hedge funds. Urs is based in Zurich, Switzerland.
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About
Senior Portfolio Manager at LGT Bank (Switzerland) Ltd.
Work Experience
head of client advisory at olz ag
Investment Management
Urs Winzenried, CFA's Professional Milestones
- Portfolio Manager Multi Asset, Director (2016-05-01~2021-05-01): Transforming portfolio management processes, driving profitability, and maximizing portfolio performance through strategic decision-making.
- Junior Relationship Manager (2008-10-01~2010-08-01): Created strategic initiatives to strengthen client relationships, resulting in increased customer retention and retention rates.
Education
Bachelor Of Science In Business Administration (bsc Ba),
Banking And Finance
2003-2007Skill
Fixed Income
Portfolio Management
Private Banking
Structured Products
Derivatives
Financial Markets
Bloomberg
Capital Markets
Equities
Fx Options
Asset Management
Hedge Funds
Bonds
Certification
Colleagues
Sevket Cirit
portfoliomanager bei olz
Pius Zgraggen
Founding Partner Chief Executive Officer | Chairman
Pius Zgraggen
Founding Partner Chief Executive Officer
Philipp Schori
Head Of IT Chief Information Officer & Operations | Member Of The Management Board
Urs Zwahlen
manager at olz ag
Other Named Urs Winzenried, CFA
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Urs Winzenried, CFA works for OLZ AG
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Urs Winzenried, CFA's colleagues are Sevket Cirit,Pius Zgraggen,Pius Zgraggen
Urs Winzenried, CFA's latest job experience is head of client advisory at olz ag at OLZ AG
Urs Winzenried, CFA's latest education in School of Management Fribourg (HEG-FR)
