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Sonja Beatrice Lippert
Vorstandsvorsitzender bei Sherpa Asset Management AG
Ursprung des Netzwerks ersten Grades von Sonja Beatrice Lippert
Einheit | Art der Einheit | Industrie | |
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UBS AG (Investment Management)
![]() UBS AG (Investment Management) Investment ManagersFinance UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients.
14
| Operating Division | Investment Managers | 14 |
Sherpa Asset Management AG
![]() Sherpa Asset Management AG Investment ManagersFinance Sherpa Asset Management AG is an independent asset management firm headquartered in Zurich, Switzerland. Founded in 2008, the firm manages assets of various clients.
2
| Private Company | Investment Managers | 2 |
Frey & Co. Administration AG
![]() Frey & Co. Administration AG Major BanksFinance Frey & Co. Administration AG offers banking and financial advisory services. It offers legal advisory and global compliance; accounting and tax advisory; risk analysis reports and asset consolidation; estate planning and probate administration; and concierge and convenience services. The company offers client risk and return analysis and investment risk profile evaluation services. Frey & Co. Administration was founded in 2002 and is headquartered in Zurich, Switzerland.
2
| Private Company | Major Banks | 2 |
Fachhochschule Nordwestschweiz FHNW
1
| College/University | Other Consumer Services | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Sonja Beatrice Lippert
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Citicorp Banking Corp.
![]() Citicorp Banking Corp. Regional BanksFinance Citicorp Banking Corp. provides mortgage bankers and loan correspondents' services. The company was founded in 1979 and is headquartered in New Castle, DE. | Regional Banks | Corporate Officer/Principal | |
UBS Asset Management (UK) Ltd.
![]() UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients. | Investment Managers | Analyst-Equity | |
Henley Business School Ltd. | College/University | Doctorate Degree | |
Swisscanto Fondsleitung AG
![]() Swisscanto Fondsleitung AG Investment ManagersFinance Swisscanto Fondsleitung AG (Swisscanto) is the wholly-owned fund management subsidiary of State-owned Zurcher Kantonalbank in Switzerland. Formerly known as Swissca Fondsleitung AG, the firm was founded in 1993 as a joint venture between the Swiss Cantonal Banks. Headquartered in Zurich, Swisscanto provides fund management services for the entire Swisscanto Invest fund range and also for various private label funds. Their clients include banks, pension funds, insurance companies, fund management companies and investment foundations. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
UBS Asset Management (Singapore) Ltd.
![]() UBS Asset Management (Singapore) Ltd. Investment ManagersFinance UBS Asset Management (Singapore) Ltd. (UBS Singapore) is the asset management subsidiary of UBS Asset Management AG, ultimately held by UBS Group AG (SWX: UBSG) in Switzerland. Headquartered in Singapore, the firm offers bespoke investment solutions to a wide range of clients including corporations, pension funds, endowments and major financial institutions. UBS Singapore distributes funds through partners locally and around the Southeast Asia region. | Investment Managers | Portfolio Manager-Equities | |
Credit Suisse AG
![]() Credit Suisse AG Investment ManagersFinance Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services. | Investment Managers | Head-Equity Investments | |
Swiss Life Asset Management AG
![]() Swiss Life Asset Management AG Investment ManagersFinance Swiss Life Asset Management AG (SLAM) is a wholly-owned subsidiary of Swiss Life Investment Management Holding, which is part of Swiss Life Holding AG (SWX: SLHN). The firm was established in 1988 and is located in Zürich, with sister offices in France, Germany, and Belgium. SLAM manages part of the insurance assets of the group, as well as third-party mandates, providing investment management services for institutional clients. In particular, the firm distributes institutional funds specifically intended for pension schemes, accessible to other institutions. | Investment Managers | Director of Investments | |
Capvis AG
![]() Capvis AG Investment ManagersFinance Capvis AG (Capvis), formerly known as Capvis Equity Partners AG, is an independent Swiss private equity firm headquartered in Baar, Switzerland, with additional offices in Frankfurt am Main (Germany), Shanghai (China), Jersey (Channel Islands), Luxembourg and Amsterdam (the Netherlands). The firm was established in 1990. | Investment Managers | Director of Finance/CFO | |
Fédération Internationale de Football Association
![]() Fédération Internationale de Football Association Movies/EntertainmentConsumer Services Fédération Internationale de Football Association operates international governing body of the football sport. It conducts football competitions and provides statistics services. It also offers news, national associations, competitions, results, fixtures, development, organisation, world rankings, statistics, the international football association board, history, laws of the game, futsal, publications, downloads and contact details. The company was founded in 1904 and is headquartered in Zurich, Switzerland. | Movies/Entertainment | Sales & Marketing | |
University of San Diego | College/University | Masters Business Admin | |
University of St. Gallen | College/University | Masters Business Admin | |
PwC PricewaterhouseCoopers GmbH
![]() PwC PricewaterhouseCoopers GmbH Miscellaneous Commercial ServicesCommercial Services PwC PricewaterhouseCoopers GmbH provides accounting services. The company also provides industry-focused assurance, tax and advisory services. PwC PricewaterhouseCoopers is headquartered in Vienna, Austria. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Zurich | College/University | Graduate Degree | |
UBS AG (Private Banking)
![]() UBS AG (Private Banking) Investment ManagersFinance UBS AG (Private Banking) (UBS-PB) is the private banking division of UBS AG (NYSE: UBS; LSE: UBS). Formerly known as UBS Wealth Management & Swiss Bank, the firm provides private banking and wealth management services primarily to high-net worth individuals. They operate in close relationship with fellow division UBS Global Asset Management and distribute funds managed within the parent group, as well as third-party financial products. The firm is headquartered in Zurich. | Investment Managers | Corporate Officer/Principal | |
SPEXIS AG | Pharmaceuticals: Major | Director/Board Member | |
University of Piraeus | College/University | Graduate Degree | |
London Business School | College/University | Graduate Degree | |
RBR Capital Advisors AG
![]() RBR Capital Advisors AG Investment ManagersFinance RBR Capital Advisers AG is an alternative investment management frm located in Küsnacht. A subsidiary of RBR Capital AG, the firm manages assets for high-net worth individuals through their two flagship funds the Rhine Alpha Fund and the Rhine Alpha Stars Fund. | Investment Managers | Director of Research - Equity | |
Zürcher Kantonalbank (Investment Management)
![]() Zürcher Kantonalbank (Investment Management) Investment ManagersFinance Zürcher Kantonalbank (Investment Management) (ZKB-IM) is the investment management division of Zürcher Kantonalbank, a Swiss full-service bank headquartered in Zurich. Founded in 1870, ZKB-IM performs the bank's investment activities, including financial advisory services, research, trading, and asset management. The asset management division provides investment solutions for institutional, corporate and private clients, managing discretionary mandates and the ZKB range of mutual funds. Their mission includes fostering economic growth in the Canton of Zurich. | Investment Managers | Portfolio Manager-Equities | |
University of Macedonia | College/University | Undergraduate Degree | |
Neurotune AG
![]() Neurotune AG Pharmaceuticals: MajorHealth Technology Neurotune AG develops medications for neuropathic pain and sarcopenia. The firm is developing treatments which modulate the connections between nerve cells and its target cells. The company was founded by Bruno Oesch in January 2005 and is headquartered in Schlieren-Zurich, Switzerland. | Pharmaceuticals: Major | Director/Board Member | |
Azek AG
![]() Azek AG Miscellaneous Commercial ServicesCommercial Services Azek AG offers various training programs for Swiss financial professionals, including courses such as CIIA, CIWM, ESG, CESGA, ESG-CA, FINSA, FMO, and FMT. The private company is based in Bulach, Switzerland. Upon completion, successful participants are awarded the Federal Diploma of Technician in Financial Market Operations (FMT). Additionally, the ESG-CA course qualifies advisors to competently inform their clients about ESG and suggest sustainable investment solutions. The CEO of the Swiss company is Andreas Jacobs. | Miscellaneous Commercial Services | Director/Board Member | |
Corestone Investment Managers AG
![]() Corestone Investment Managers AG Investment ManagersFinance Corestone Investment Managers AG (Corestone) is an independent asset manager headquartered in Zug and was founded in 2007. Corestone manages muti-asset and multi-manager portfolios for their institutional clients including pension funds, insurance companies, private banks, endowments and family offices. | Investment Managers | Corporate Officer/Principal | |
National Bank of Greece SA (Research Firm) | Investment Managers | Corporate Officer/Principal | |
Marylebone Partners LLP
![]() Marylebone Partners LLP Investment ManagersFinance Marylebone Partners LLP (MPLLP) is an independent investment manager headquartered in London, UK. The firm was founded by Mikael Breuer-Weil and Daniel Higgins in 2013. MPLLP manages the investments of families, charities, endowments, trusts, and private investors. The firm is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
Canica Holding AG
![]() Canica Holding AG Investment ManagersFinance Canica Holding AG is a privately owned Swiss investment company that focuses on active, long-term ownership in sectors covering branded consumer goods and services, financial investments, real estate, and retail. The company is based in Pfäffikon, Switzerland, and was founded in 2015. The company has core expertise in business development, retail, brand development, and finance. Canica creates value for its stakeholders through excellence and is passionate about its investments, employees, sustainability, and the community at large. Christer Kjos has been the CEO of the company since 2015. | Investment Managers | Director of Investments | |
INFIBA Vermögensverwaltungs AG (Liechtenstein)
![]() INFIBA Vermögensverwaltungs AG (Liechtenstein) Investment ManagersFinance INFIBA Vermögensverwaltungs AG is a Liechtensteiner Liechtenstein-based company that was founded in 2013 by Thomas Zollinger. The private company specializes in providing wealth management and financial advisory services, including portfolio management and asset management. Monika Anne-Marie Stur has been the CEO of the company since 2015. | Investment Managers | Chief Executive Officer | |
UBS Asset Management Switzerland AG
![]() UBS Asset Management Switzerland AG Investment ManagersFinance UBS Asset Management Switzerland AG is the asset management subsidiary of UBS AG, ultimately owned by UBS Group AG (NYSE: UBS) in Switzerland. Headquartered in Zurich, the firm was founded in 2018 and provides investment management services to institutional investors, distribution partners and private investors. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities | |
Woodman Asset Management AG
![]() Woodman Asset Management AG Investment ManagersFinance Woodman Asset Management AG (Woodman) is an independent investment boutique headquartered in Zug, Switzerland. The firm was founded by Daniel Aaxman in 2011. Woodman provides wealthy individuals & family offices with wealth management services and access to core, niche & sustainable investment strategies. | Investment Managers | Chief Investment Officer |
Statistik
International
Schweiz | 18 |
Vereinigte Staaten | 4 |
Vereinigtes Königreich | 4 |
Griechenland | 3 |
Südafrika | 2 |
Sektoral
Finance | 19 |
Consumer Services | 9 |
Commercial Services | 3 |
Health Technology | 3 |
Operativ
Portfolio Manager-Equities | 24 |
Corporate Officer/Principal | 10 |
Head-Equity Investments | 7 |
Chief Executive Officer | 4 |
Director/Board Member | 4 |
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