Claude Waelchli

Provision of investment advisory services to HNWI and UHNW individuals in day-to-day client interactions. Leading teams of product specialists to develop and deliver tailor-made product and portfolio solutions to end clients. Extensive business travel activity to support client advisors from a product point-of-view. Market responsibility: Mexico, Central America, Colombia & Venezuela.

Development of quantitative investment models (Matlab, VBA) with a special focus on foreign exchange and equity markets. Overall responsibility for the company's global tactical asset allocation model and the foreign exchange investment strategy employed in the firm's multi-strategy absolute return fund. Asset allocation consulting activity for private banks and institutional clients.

Conduct of a research project on balance of payments models with external liquidity constraints for emerging market economies. Macroeconomic consulting activity for private sector companies.

Assisting fund managers in company modelling as well as building-up of sector valuation models. Carried out a portfolio optimization project for the Vontobel European Equity Fund.