Martin Goetz
(30.11.1965)
Portfolio Manager
m.goetz@infiba.ch
- Degree of Oeconomics (lic.rer.pol.)
- Certified Financial Analyst and Assetmanager (CEFA) with 20 years of experience as Portfolio Manager, managing special mandates for wealthy private and institutional clients.
- Several professional experiences regarding leadership as well as responsibility for market- and asset allocation strategies.
Career
|
Since 01.2016 |
INFIBA Vermögensverwaltungs AG, Basle Portfoliomanager und Partner |
|
2008 - 2015 |
UBS AG, Investment Solutions, Zurich |
|
1998 - 2008 |
UBS AG, Portfolio Management, Basle |
|
1995 - 1998 |
Schweizerische Bankgesellschaft, Private Banking, Basle and London |
|
1989 - 1990 |
Volksbank Dreiländereck eG, Lörrach |
Education
| 2009 - 2010 | Financial Consulting, UBS Basle |
| 2001/2005 | Leadership education UBS: Essential and Advanced Management Skills |
| 2000 - 2001 | AZEK/CEFA: Certificate European Financial Analyst and Assetmanager |
| 1998 | Advanced Finance Training, Studienzentrum Gerzensee |
| 1996 | Degree of Oeconomics, Universities Basel and Hohenheim (lic.rer.pol.), Theorie of finance, bank management, corporate finance |
| 1986 -1989 | Apprenticeship in banking, Volksbank Dreiländereck, Lörrach |
Private Details
| Address |
D-79576 Weil am Rhein, Wittlingerstr. 16 |
| Hobbies | Skiing (DSV Ski-Instructor), Travelling |