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Yves Bonzon
Direttore degli Investimenti presso
JULIUS BÄR GRUPPE AG
Patrimonio netto: 6 M $ in data 31/07/2026
Profilo
Yves Bonzon è Chief Investment Officer alla Julius Br Gruppe AG e CIO e membro del comitato esecutivo della Banca Julius Br & Co. AG. È entrato a far parte dell'azienda nel 2016. È anche membro del Consiglio di amministrazione della Fondazione ISREC di Losanna e di Kairos Investment Management Limited a Londra. Dal 1998 al 2015 è stato impiegato come Chief Investment Officer presso Banque Pictet & Cie SA. Ha iniziato la sua carriera nel 1989 come Junior Private Banker. Nel 1990, è passato al comitato d'investimento Private Banking di Pictet. Dal 1997 al 1998 è stato membro del comitato esecutivo del Private Banking. Ha conseguito una laurea in economia (lic. oec. HEC) presso l'Università di Losanna.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valutazione | Data di valutazione |
|---|---|---|---|---|
| 31/12/2024 | 74.079 ( 0,04% ) | 6 M $ | 31/07/2026 |
Posizioni attive di Yves Bonzon
| Società | Posizione | Inizio |
|---|---|---|
| JULIUS BÄR GRUPPE AG | Direttore degli Investimenti | 01/01/2020 |
Bank Julius Bär & Co. AG
 Bank Julius Bär & Co. AG Investment ManagersFinance BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way. | Direttore degli Investimenti | 01/01/2016 |
ISREC Foundation
 ISREC Foundation Miscellaneous Commercial ServicesCommercial Services Provides resources for the support of translational cancer research projects | Direttore/Membro del Consiglio | - |
Verbier Festival
 Verbier Festival Investment Trusts/Mutual FundsMiscellaneous Foundation/Endowment | Direttore/Membro del Consiglio | - |
International Center for Monetary & Banking Studies | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Yves Bonzon
| Società | Posizione | Fine |
|---|---|---|
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way. | Direttore degli Investimenti | 01/12/2019 |
Banque Pictet & Cie SA
 Banque Pictet & Cie SA Investment ManagersFinance Banque Pictet & Cie constructs portfolios of investments in large companies with stable earnings, balanced by shorter-term positions in stocks that have been mispriced or have the potential for recovery for bonds and equities. The fixed-income component generally includes core holdings of investment-grade sovereign debt and corporate bonds, complemented by opportunistic investments in high-yield corporate bonds and local currency emerging-market debt. Their fund mandates are managed by the team responsible for discretionary portfolios of mutual funds, exchange-traded funds and other pooled vehicles, operating on the principle of open architecture, selecting best-in-class Pictet or external funds. The firm also offers special mandates, such as absolute return mandates. | Direttore degli Investimenti | 31/12/2015 |
Banque Pictet & Cie SA (Investment Management)
 Banque Pictet & Cie SA (Investment Management) Investment ManagersFinance Pictet-IM invests in, manages and advises on alternative investment portfolios. | Direttore degli Investimenti | 31/12/2015 |
Formazione di Yves Bonzon
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
70
Relazioni di 1° grado
8
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 8 |
|---|---|
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way. | Finance |
Banque Pictet & Cie SA
Banque Pictet & Cie SA Investment ManagersFinance Banque Pictet & Cie constructs portfolios of investments in large companies with stable earnings, balanced by shorter-term positions in stocks that have been mispriced or have the potential for recovery for bonds and equities. The fixed-income component generally includes core holdings of investment-grade sovereign debt and corporate bonds, complemented by opportunistic investments in high-yield corporate bonds and local currency emerging-market debt. Their fund mandates are managed by the team responsible for discretionary portfolios of mutual funds, exchange-traded funds and other pooled vehicles, operating on the principle of open architecture, selecting best-in-class Pictet or external funds. The firm also offers special mandates, such as absolute return mandates. | Finance |
University of Lausanne
 University of Lausanne Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Julius Bär Gruppe AG
 Julius Bär Gruppe AG Financial ConglomeratesFinance Provides wealth management services | Finance |
Verbier Festival
Verbier Festival Investment Trusts/Mutual FundsMiscellaneous Foundation/Endowment | Miscellaneous |
International Center for Monetary & Banking Studies | |
Banque Pictet & Cie SA (Investment Management)
Banque Pictet & Cie SA (Investment Management) Investment ManagersFinance Pictet-IM invests in, manages and advises on alternative investment portfolios. | Finance |
ISREC Foundation
ISREC Foundation Miscellaneous Commercial ServicesCommercial Services Provides resources for the support of translational cancer research projects | Commercial Services |
