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Dan Scott

Head Multi Asset, Chief Investment Officer

Dan Scott joined Vontobel in 2017. He is Chief Investment Officer and Head of Multi Asset, serving both institutional and private clients. Prior to joining Vontobel, he worked for many years at Credit Suisse as Deputy Head of Equity Research and at Kepler as a Swiss equity specialist. He began his career as a journalist in the late 1990s, first at Dow Jones & Company as a staff reporter for the Wall Street Journal, Barron’s, and DJ Newswires, and later as an on-air correspondent for CNBC. Dan holds a Master’s degree from the University of Basel, where he wrote his thesis on European integration and its impact on European sovereign debt markets.

Daniel Maier

Head of Thematic Investing, Senior Portfolio Manager

Daniel Maier is Head of Thematic Investing at Vontobel's Impact & Thematics boutique. Before he joined Vontobel in October 2018, he held similar positions at Notenstein la Roche and at TBF Global Asset Management, a fund boutique specialising in thematic investments, as an equity analyst and portfolio manager. He holds a degree in business administration from the University of Augsburg and is a CFA® charterholder.

Jonas Jordi

Senior Pension Solutions Specialist

Jonas Jordi is Senior Pension Specialist at Vontobel Private Clients, where he has been working since November 2019. Prior to that, he worked for Bank Lombard Odier & Co and VZ VermögensZentrum as a relationship manager. Jonas Jordi has 10 years of professional experience in financial planning and holds a Master of Advanced Studies ZFH in Financial Consulting.

Jessica Stocker

Investment Manager

Jessica Stocker started her career at Vontobel in 2018 in the Wealth Management division and is currently an Investment Manager. She has continuously expanded her expertise by participating in various projects within Vontobel's Wealth Management division. Her academic background includes a Bachelor's degree in Business Administration with a specialization in Accounting & Finance, which she obtained to further her professional development. She also holds a diploma in ESG & Sustainable Finance from the University of St. Gallen (HSG).

Johannes Britz

Portfolio Manager

Johannes Britz is a global equity portfolio manager in the Vontobel Multi Asset Boutique, where he has been working since April 2019. Previously, he was an Investment Analyst at Invictus Capital in Cape Town, South Africa. He holds a Bachelor of Commerce degree in Actuarial Science and a Bachelor of Commerce (Hons.) degree in Financial Risk Management from the University of Stellenbosch. JP is a Financial Risk Manager (FRM®) - certified by the Global Association of Risk Professionals.

Romain Hohl

Portfolio Manager

Romain Hohl joined Vontobel in 2015. As Portfolio Manager in the Impact & Thematic Investing team within the Conviction Equities, he is responsible for the Energy Revolution strategy and other thematic investment strategies. Before joining Vontobel, he developed various quantitative factor models and portfolio construction tools to automate processes and support equity portfolio managers in security selection. Romain holds a Master of Science in Finance from HEC Lausanne. He is also a CFA® charterholder.

Roland Bart

Senior Portfolio Manager

Roland Bart is responsible for the administration of "Vontobel Special Equities Switzerland". He joined Vontobel in 2010 as Senior Portfolio Manager and has more than twenty years' experience in portfolio management and senior positions with Swiss asset managers.

Daniel Schädler

Senior Financial Planner

Daniel Schädler joined Vontobel in 2020 as a Senior Wealth Planner and has over 25 years of experience as a financial planner. He previously worked for Swiss Life and Basler Kantonalbank. With his many years of experience and training as a certified financial planner (NDS HF) and Swiss certified SME financial expert, he specializes in providing holistic advice to high-net-worth individuals and entrepreneurs.

Jonathan Hinterwirth

Head Asset Allocation in the Multi Asset Boutique

Jonathan joined Vontobel in 2018. As Head Asset Allocation in the Multi Asset Boutique, he oversees multi-asset strategies, funds, and mandates, managing approximately CHF 7bn. His expertise spans quantitative investment management, strategic and tactical asset allocation, along with BVV2-compliant strategies and classic mandates. He is a permanent Voting Member of the Vontobel Investment Committee and is the lead portfolio manager of the multi-asset Vontobel Pension Invest Funds as well as co-lead portfolio manager of the multi-asset Vontobel Conviction Funds. Before joining Vontobel, Jonathan was a Graduate Trainee in Foreign Exchange at BNP Paribas (2017–2018), was an assistant investment consultant at an institutional investment advisory company, and worked at Standard & Poor’s in London. He holds an MSc and CEMS Master in International Management from Vienna University of Business and Economics and HEC Paris, with study periods at Harvard University and Bentley University in Massachusetts.

Joël Clivaz

Quantitative Investment Manager

Joël Clivaz is a Quantitative Investment Manager at Vontobel Asset Management, where he joined in October 2018. He has over 10 years of portfolio management experience, having previously worked at Bank Notenstein La Roche and Vescore. He holds a Master of Science EPFL in Mathematical Sciences and is a CFA® Charterholder.

Marc Bourget

Senior Investment Manager

Marc Bourget is responsible for the portfolio management of the custom fixed income mandates. Marc Bourget has a broad experience in investment management and is a proven expert in multi-asset class mandates. Previously, he held various investment positions at UBS and Julius Bär. He holds a Master in Technology and Economics from ETH Zurich and a Bachelor in Mathematics from EPFL. Marc Bourget is a Financial Risk Manager (FRM), Chartered Alternative Investment Analyst (CAIA) and Certified International Investment Analyst (CIIA).

Alexander Spillmann

Senior Pension Solution Specialist

Alexander Spillmann is a Senior Pension Solution Specialist and holds a Master's degree in law from the University of Freiburg. He has been working in the pension sector for 10 years, and since 2020 he has been providing holistic advice to private clients on all pension issues and supporting them throughout their life cycle. Thanks to his in-depth knowledge of the Swiss pension system, he is able to work with other specialists to develop comprehensive and customized solutions for both occupational and private pension plans, even in complex pension situations. Thanks to his multilingualism, he is available to clients in German, French, Italian and English.

Mario Montagnani

Senior Investment Strategist

Mario Montagnani joined Vontobel in 2011. He is Senior Investment Strategist in the Investment Strategy team within Multi Asset and a voting member of the Multi Asset Investment Committee. Prior to joining Vontobel, he collected deep financial-market experience with a focus on the equity asset class in various roles as an analyst and head of the consumer goods sector at financial institutions such as Crédit Agricole, Julius Baer, Pictet, and UBS. He started his career in finance in 1999. Mario holds a master's degree in finance and economics from the University of Freiburg and is fluent in Italian, English, French, and German.

Thomas Trsan

ESG & Impact Investing Specialist, Senior Investment Manager

Thomas Trsan joined Vontobel in 2010. He is ESG & Impact Investing Specialist and Senior Investment Manager in the Impact & Thematic Investing team within Conviction Equities. He is also a member of the Vontobel Sustainability Committee and the Vontobel ESG Investment Governance Committee. Prior to joining Vontobel, he held management positions at Horizon21 in the alternative investments business and at State Street in institutional asset management. Thomas holds a Master's degree in Finance, Management, and Tax Law from the University of Zurich. In addition, he is a CFA® charterholder and holds a Certificate in Advanced Studies (CAS) in Sustainable Finance from the University of Zurich.

Pascal Dudle

Head of Impact & Thematic Investing, Lead Portfolio Manager

Pascal Dudle joined Vontobel in 2007. He is Head of Impact & Thematic Investing within Conviction Equities and Lead Portfolio Manager of the strategies Global Environmental Change and Global Impact Equities, both belonging to Impact Investing. Prior to joining Vontobel, he worked at Swiss Re for 10 years. In his last role, from 2001 to 2007, he was a portfolio manager, investing in public and private markets. His focus was on environmental topics, including alternative energy, energy efficiency, and sustainable forestry. Pascal holds a Masters’ degree in Business Administration from the University of Zurich. He also is a Certified European Financial Analyst (CEFA).

Stefan Eppenberger

Chief Investment Strategist

Stefan Eppenberger joined Vontobel in 2008. Since September 2024, he is Chief Investment Strategist within Multi Asset and heads the Investment Strategy team. He is responsible for defining the investment strategy applied in client portfolios. He is also a voting member of the Multi Asset Investment Committee. Previously, he held various positions in the fields of economic analysis, investment strategy, asset allocation, fund research, and portfolio management. Stefan holds a Master’s degree in Banking and Finance from the University of Zurich.

Michaela Huber

Cross-Asset Strategist

Michaela Huber joined Vontobel in 2018. Since 2020, she is Cross-Asset Strategist in the Investment Strategy team within Multi Asset. Previously, she was Investment Strategist in the Chief Investment Office. Prior to joining Vontobel, she worked at private bank Notenstein La Roche. Michaela holds a Master’s degree in Economics and Communications from the University of Lugano.

Daniel Maier

Head of Thematic Investing, Senior Portfolio Manager

Daniel Maier joined Vontobel in 2018. As Head of Thematic Investing and Portfolio Manager within Conviction Equities, he is responsible for thematic strategies such as megatrends. Before joining Vontobel, he was a research analyst at Notenstein La Roche (acquired by Vontobel in 2018). He started his career at TBF Global, an asset management boutique, where he worked in research and portfolio management with a focus on technology stocks. As a portfolio manager, he was responsible for a fund of global growth stocks. Daniel holds a diploma in Business Administration (Diplom-Kaufmann) from the University of Augsburg in Germany. He is also a CFA® charterholder.

Florian Marty

Head Blockchain Solutions

Florian Marty is heading the Vontobel group’s blockchain solution and cryptocurrency related initiatives. Over the past 14 years with Vontobel, Florian drove various business models and was engaged in numerous strategy and product development topics within the field of structured products. Florian started his career as management consultant for The Boston Consulting Group (BCG) with a strong focus on financial services companies. He holds a Master of Science in Microengineering from the Swiss Federal Institute of Technology in Lausanne (EPFL) and is a CFA Charterholder since 2013.