Dr. Andreas A. Bickel, CEFA
About
Dr. Andreas A. Bickel, CEFA is from Zurich, Switzerland. Andreas is currently CIO & Head Investment Office at Lienhardt & Partner Privatbank Zürich AG, located in Zurich, Switzerland. In Andreas's previous role as a Chief Investment Officer / Head Portfolio Management at Blackfort Capital AG, Andreas worked in Zürich Area, Switzerland until May 2023. Prior to joining Blackfort Capital AG, Andreas was a CIO / Partner / Member of the Executive Board at Sound Capital Ltd and held the position of CIO / Partner / Member of the Executive Board at Zürich und Umgebung, Schweiz. Prior to that, Andreas was a Head Portfolio Management / Deputy CIO at Sound Capital Ltd, based in Zurich from Nov 2014 to Jun 2017. Andreas started working as Head Investment and Portfolio Advisory - Managing Director at Rothschild Bank in Zurich in Jan 2013. From Sep 2011 to Dec 2012, Andreas was Head Strategic Asset Allocation and Advisory - Managing Director at Rothschild Bank. Prior to that, Andreas was a Head Portfolio Management Group at Goldman Sachs, based in Zürich from Jan 2008 to Jan 2012. Andreas started working as Head Portfolio Management and Advisory Services (Market Group I) at Clariden Bank in Zürich in Jan 2004.
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Dr. Andreas A. Bickel, CEFA's current jobs
Dr. Andreas A. Bickel, CEFA's past jobs
Build up from scratch an Investment Office Writing of a weekly fixed income market update Responsible for the strategic and tactical asset allocation Senior PM for Multi Asset Mandates
Sound Capital has decided to run its services without a CIO. http://citywire.ch/news/zurich-adviser-cio-exits-as-the-firm-scraps-the-role/a1000678 Responsible for the Investment Office Heading a team of two employees Overseeing the investment process, responsible for tactical asset allocation calls Responsible for the performance of all centralised discretionary mandates Overseeing the manager selection process regarding all asset classes Responsible for the equity screening process Writing of CIO views, contact to the press Participation at client performance review and acquisition meetings
Set up from scratch an advisory team Build up through internal and external acquisition AUM of CHF 1bn Responsible for business development and investment consulting Active participation in client review, acquisition and retention meetings Conducting Strategic Asset Allocation analysis for UHNW clients and Family Offices Responsible for tactical asset allocation within the global and local investment committees Analyst for tactical asset allocation and economic indicators Portfolio Manager of the Rothschild Pension Fund (Multi Asset Portfolio) Managing of some special discretionary accounts such as tailored multi asset accounts, Swiss equities accounts and a global sustainability equity account, Perception of CIO functions such as representing the Rothschild research view in the press by giving interviews or writing newspaper articles
Responsible for tactical asset allocation within the global and local investment meetings Analyst for tactical asset allocation, economic indicators and the real estate sector Responsible for the business development and investment consulting sub-team Active participation on client acquisition and retention meetings Perception of CIO functions such as representing the Rothschild research view in the press by giving interviews or writing newspaper articles Portfolio Manager of the Rothschild Pension Fund
Head Portfolio Management Group (PMG), Executive Director Responsible for all centralised DE accounts in Switzerland (ZH and GE) Member of the Extended Management Committee Reposition of the Swiss PMG, establishing the global GS standard in the Swiss bank Employer representative in the Pension Fund Foundation Board
Head Portfolio Management and Advisory Services, Senior Vice President European PB Unit, responsible for all DP mandates incl. absolute return mandates Portfolio Manager for the Clariden Pension Fund, voting member in the investment policy committee, definition of investment process, re-establish a PM team in Zurich Active participation on client acquisition and retention meetings, answering RFP’s and presentations at ‘beauty parades’, internal / external acquisition of assets for the two PM units (quadruplicating of AuM) Leading the two PM units in Zurich & Basel, set up of an Advisory Service During the merger phase part-time and after the merger full-time: Head Hedge Fund Products, building up a new united team, definition of fund of hedge fund investment process, design of a LATAM FoHF product
Former Zurich Scudder Investments Head Institutional Balanced Portfolio Management, Director Responsible Portfolio Manager for all mixed LPP Accounts (Swiss pension funds and for some Zurich balance sheet assets), client acquisition and retention Build up from scratch a new Mixed Balanced Team, definition of investment process Active managing single Swiss and World Equities, Swiss real estate and global Bonds against LPP 2 benchmarks in a multi asset context Perception of CIO functions, such as giving speeches and writing articles mainly about (tactical) asset allocation and general pension fund themes Became a short listed Balanced Player with various LPP-consultants Number one rated LPP mixed foundation manager (product with a 25% equity quota) over 3 years two times in a row / Number one rated LPP mixed foundation manager for the year 2002 (for two products with a 35% and a 45% equity quota)
Covering Swiss Onshore clients