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Sonja Beatrice Lippert
Amministratore Delegato presso
Sherpa Asset Management AG
Profilo
Ms. Sonja B. Lippert is a Chief Executive Officer at Sherpa Asset Management AG.
As CEO of Sherpa Asset Management, Sonja Lippert, is responsible for all operations, trade execution, and administration-related matters of the firm.
Sonja has over 17 years of experience in portfolio management and investment research, working in various financial institutions in Switzerland.
Before joining Sherpa Asset Management in 2008, she worked for a small Swiss private bank as a member of management and was responsible for the bank’s discretionary and pension fund mandates.
She holds a Bachelor of Business Administration from the University of Applied Science and Arts Northwestern Switzerland (former HWV Baden) and is a Certified International Investment Analyst (CIIA) and a Federal Financial Analyst and Portfolio Manager (AZEK).
Posizioni attive di Sonja Beatrice Lippert
| Società | Posizione | Inizio |
|---|---|---|
Sherpa Asset Management AG
 Sherpa Asset Management AG Investment ManagersFinance Sherpa Asset Management seeks preservation and growth of capital for their clients. The Sherpa investment universe is a diversified portfolio they personally construct and manage by following their 6-step investment process as set out in the Sherpa Code – their own proven concept for excelling in the construction and management of portfolio. | Amministratore Delegato | 23/07/2021 |
Precedenti posizioni note di Sonja Beatrice Lippert
| Società | Posizione | Fine |
|---|---|---|
Frey & Co. Administration AG
 Frey & Co. Administration AG Major BanksFinance Offers banking and financial advisory services | Corporate Officer/Principal | 01/05/2008 |
UBS AG (Investment Management)
 UBS AG (Investment Management) Investment ManagersFinance UBS-IM is an active, risk-controlled and indexed manager which offers investment capabilities across all major asset classes including equity, fixed-income, currency, passive/ETFs, hedge funds and real estate/private equity and multi-asset. The firm's central investment approach for core equities, fixed-income and global investment solutions is value-oriented and based on rigorous fundamental asset class, market, currency and security analysis, with a global perspective. In addition, some UBS-IM investment teams follow a growth-oriented approach. They employ a proprietary risk management system, which is central to their investment management process. | Corporate Officer/Principal | 01/07/2004 |
Formazione di Sonja Beatrice Lippert
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
21
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
UBS AG (Investment Management)
UBS AG (Investment Management) Investment ManagersFinance UBS-IM is an active, risk-controlled and indexed manager which offers investment capabilities across all major asset classes including equity, fixed-income, currency, passive/ETFs, hedge funds and real estate/private equity and multi-asset. The firm's central investment approach for core equities, fixed-income and global investment solutions is value-oriented and based on rigorous fundamental asset class, market, currency and security analysis, with a global perspective. In addition, some UBS-IM investment teams follow a growth-oriented approach. They employ a proprietary risk management system, which is central to their investment management process. | Finance |
Frey & Co. Administration AG
Frey & Co. Administration AG Major BanksFinance Offers banking and financial advisory services | Finance |
Sherpa Asset Management AG
Sherpa Asset Management AG Investment ManagersFinance Sherpa Asset Management seeks preservation and growth of capital for their clients. The Sherpa investment universe is a diversified portfolio they personally construct and manage by following their 6-step investment process as set out in the Sherpa Code – their own proven concept for excelling in the construction and management of portfolio. | Finance |
Fachhochschule Nordwestschweiz FHNW
 Fachhochschule Nordwestschweiz FHNW Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
