cornelius ehrat

* Vice President * Private Wealth Management, Global South Asia * Provide investment advice to high-net worth clients across all asset classes including alternatives and currencies from a top-down as well as bottom-up perspective * Manage investment portfolios of high-net worth individuals based in South Asia and Europe – execute and implement trades directly with traders * Actively interact with clients on a daily basis – conduct review meetings and client pitch presentations; interact with heads of investment departments to structure the best available investment solutions * Work closely with relationship managers to attract and grow assets under management and improve investment performance * Provide relationship managers and fellow investment advisors with updates on markets, investment themes and highlight investment opportunities and ways to exploit same at weekly Investment Meeting * Co-ordinate and manage investment meetings and all its stakeholders

* Portfolio management of Asian multi-asset portfolios and mandates. Active asset allocation and investment advisory. Regular interaction with institutional and private clients. * As a member of the Asset Allocation & Currency committee * involvement in strategy decision making; formulate trade ideas based on analysis of fundamental market data and market behavioural factors. * Development and presentation of new multi-asset and multi manager portfolios and advisory-based investment solutions to private and institutional clients including capital preservation portfolios. * Quantitative research on trading rules in the equity and fixed income space; performance attribution and risk budgeting. * Conducting client pitches, strategy review meetings and provide market updates. Education of internal staff on GIS philosophy, investment process, products and on market developments and outlook.

* Portfolio management and implementation of global balanced funds including marketing & sales to clients and consultants. Tactical asset allocation and currency strategy setting. * Investment advisory for domestic and international institutional and private clients. * Development and broadening of the investment strategy through investments in alternative assets, including external manager capabilities. * Strategy setting for UBS Wealth Management’s discretionary portfolio mandates, both domestic and international portfolios. * Regional representative of UBS Global AM’s Australia-based Dynamic Alpha Strategy and Absolute Return Funds. * Local responsibility for proprietary risk systems & valuation models. Development of performance attribution tool for Balanced Funds. * Regular provider of financial trainings to internal and external clients.

* Investment Policy Analysis for EMEA institutional clients including risk and return analyses. * Application of Tactical Asset Allocation decisions to client mandates via model portfolios (“Portfolio Coordination”). * Development of performance attribution tools for special clients and a risk budgeting tool for team-wide use for absolute return strategies. * Creation of a scenario analysis tool and a sensitivity analysis tool to measure and monitor the exposure of non-linear securities to equity market movements for the absolute return strategies. * Regular contributions to an in-house investment strategy magazine on Swiss institutional strategies and internal teaching on investment topics.

Private Bankers, St.Gallen CH. Investment Support. Quantitative Analysis (40% employment) Development of quantitative and qualitative valuation tool to help formulate investment decisions.

Zurich Sales Office. Quantitative Analysis for investment proposals (internship)

Director Private Wealth Management, South East Asia Increase assets under management – target HNWI and UHNWI clients based in Singapore, Malaysia and Australia; pitch presentations, portfolio reviews, investment and market updates; support and train junior client advisors. Conceive, navigate and close new business – strengthen the network with, and cross sell to, the Rothschild & Co Group’s other businesses including Trust, Global Advisory and Merchant Banking to clients; build the external network with family offices, trust companies and law firms through mutual business referrals Regional senior investment specialist similar to CIO role for clients and advisors – provide updates on portfolio strategy and markets; lead development and implementation of new risk profiles; chair weekly regional investment updates to client advisors Raise Rothschild & Co’s profile in the industry – conduct media briefings and interviews to industry media, participate in roundtable and panel discussion

Graduate level, Master: Finance and Capital Markets Undergraduate level, Bachelor: Business Administration and Economics Activities and Societies: Member of the Board of "Management Ausbildungs-Projekt Ost-West (MAPOW)" Ressort International