Profil
Mr. Roger D.
Merz, CFA, is the Head of MTX Portfolio Management & Senior Portfolio Manager at Vontobel Asset Management AG.
Mr. Merz joined Vontobel Asset Management in 2010 as Portfolio Manager.
He became Head of MTX Portfolio Management in 2012 and managed funds focused on sustainable global leaders, sustainable emerging markets leaders, sustainable Asian leaders, and China leaders.
Before joining Vontobel, from 2006 to 2010, he worked for Goldman Sachs as a portfolio manager, co-managing a long/short mid-caps fund and selling-side equity research analyst.
He joined the industry in 1998, holding positions as a portfolio manager and equity research analyst, both on the sell-side and buy-side, at Morgan Stanley from 2003 to 2006, and before this at Credit Suisse First Boston.
Mr. Merz earned a Master of Science in Business Administration and Finance from the University of Zurich.
He is a CFA charter holder.
Aktive Positionen von Roger Daniel Merz
| Unternehmen | Position | Beginn |
|---|---|---|
Vontobel Asset Management AG
 Vontobel Asset Management AG Investment ManagersFinance Vontobel Asset Management AG (Vontobel AM) is the asset management subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Founded in 1988, the firm is headquartered in Zurich and manages assets for institutional clients and the Vontobel Group's pension funds. Vontobel AM is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Portfolio Manager-Aktien | 01.01.2010 |
Ehemalige bekannte Positionen von Roger Daniel Merz
| Unternehmen | Position | Ende |
|---|---|---|
Goldman Sachs International
 Goldman Sachs International Investment Banks/BrokersFinance Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals. | Analyst-Equity | 01.03.2010 |
Abrias Investment Management AG
 Abrias Investment Management AG Investment ManagersFinance ABRIAS Investment Management AG (AIM) is the asset management subsidiary of ABRIAS AG in Switzerland. Founded in 2006 by Adolf Bründler. the firm is based in Zug and manages institutional equity mandates and Luxembourg-domiciled funds for high-net worth individuals, family offices and institutional clients. | Portfolio Manager-Aktien | 01.08.2007 |
Credit Suisse Securities (Europe) Ltd.
 Credit Suisse Securities (Europe) Ltd. Investment Banks/BrokersFinance Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors. | Analyst-Equity | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Abrias Investment Management AG
Abrias Investment Management AG Investment ManagersFinance ABRIAS Investment Management AG (AIM) is the asset management subsidiary of ABRIAS AG in Switzerland. Founded in 2006 by Adolf Bründler. the firm is based in Zug and manages institutional equity mandates and Luxembourg-domiciled funds for high-net worth individuals, family offices and institutional clients. | Finance |
Goldman Sachs International
Goldman Sachs International Investment Banks/BrokersFinance Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals. | Finance |
Vontobel Asset Management AG
Vontobel Asset Management AG Investment ManagersFinance Vontobel Asset Management AG (Vontobel AM) is the asset management subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Founded in 1988, the firm is headquartered in Zurich and manages assets for institutional clients and the Vontobel Group's pension funds. Vontobel AM is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Credit Suisse Securities (Europe) Ltd.
Credit Suisse Securities (Europe) Ltd. Investment Banks/BrokersFinance Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors. | Finance |
