Economic and Financial Advisory Board

Experience, specialist knowledge, and clear values: the assessments of the Economic and Financial Advisory Board form the basis of our analytical expertise.

Prof. em. Dr. Bernd Schips

Prof. em. Dr. Bernd Schips

Member of the Economic and Financial Advisory Board

  • Member of the Carnot-Cournot network (since 2016)
  • Member of the Scientific Advisory Board of the Centre for European Economic Research (1994–2013)
  • Professor of Economics and Head of the Economic Research Centre, ETH Zurich (1993–2005)
  • Head of the expert group “National Index of Consumer Prices (LIK) 2000” (1998–2000)
  • Member of the Scientific Advisory Board of the ifo Institute (1993–1999)
  • Member of the Federal Economic Commission (1980–1996, Chairman 1994–1996)
Sybille Wyss

Sybille Wyss

Member of the Economic and Financial Advisory Board

  • Shareholder of Tareno AG (since 2022)
  • CEO of Tareno AG (since 2020)
  • Chief Investment Officer of Tareno AG (2012-2023)
Rolf Bertschi

Rolf Bertschi

Member of the Economic and Financial Advisory Board

  • Member of the Global Investment Committee, Credit Suisse AG, Zurich (2003-2016)
  • Managing Director of Global Technical Research, Credit Suisse Private Banking, Zurich, London, Singapore (1992-2016)
  • Director of Trading Research, Credit Suisse First Boston, Zurich (1988 to 1992)
  • Certified Elliott Wave Analyst
  • Financial Analyst Certificate, New York Institute of Finance
  • Co-founder of the Swiss Association of Market Technicians (SAMT)
  • Advisory role on various investment and decision-making committees
  • Expert in chart analysis
Patrick Bucher

Patrick Bucher

Member of the Economic and Financial Advisory Board

  • Master’s Degree in Economics, University of Zurich
  • Head of Asset Management and Member of the Management Board, UBS Pension Fund
  • Chairman of the Global Asset Allocation Committee and Deputy Global Chief Investment Officer (CIO), Member of the Global Investment Committee, Credit Suisse AG (2008-2014)
  • Head of Investment Strategy for Asset Management, Credit Suisse AG (2003-2007)
  • Head of Balanced Portfolios, Credit Suisse AG (1994-2003)
  • Portfolio Manager for Pension Fund Mandates, Credit Suisse AG (1990-1994)
Alexander Ineichen

Alexander Ineichen

Member of the Economic and Financial Advisory Board

  • Financial Risk Manager FRM (2007)
  • Chartered Alternative Investment Analyst CAIA (2003)
  • Charted Financial Analyst CFA (1998)
  • BSc, Major in General Management (1994)
  • Founder and Managing Director, Ineichen Research and Management AG (since 2009)
  • Various management positions, UBS Global Asset Management (2005-2009)
  • Equity derivatives research and sales (1990-1997), deputy head and later head of the global equity derivatives research team (1997-2003), global head of the quantitative research team (2003-2005) at UBS Investment Bank
Dr. Stephan Kloess

Dr. Stephan Kloess

Member of the Economic and Financial Advisory Board

  • Doctorate in Economics, University of St. Gallen (HSG) (1999)
  • Engineering degree from the Technical University of Berlin (TU Berlin) (1994)
  • Founder and Managing Director, KRE KloessRealEstate
  • Co-founder and Delegate of the Board of Directors, Center for Urban and Real Estate Management Curem AG (now University of Zurich)
  • Member of various bodies of companies in the Swiss real estate industry
  • Continuing Education Lecturer at the University of Zurich at CUREM and at the Institute of Financial Services (IFZ), Zug
  • Member of the Selection Committee at Investment Pension Europe (IPE)
  • Expert in Real Estate Capital Investment
Urs Scholl

Urs Scholl

Member of the Economic and Financial Advisory Board

  • Group Head of Investments, CONCORDIA Schweizerische Kranken- und Unfallversicherung AG (since 2006)
  • Portfolio Manager for various investment funds at an asset management company in Zug, including in the field of Behavioral Finance (1997-2006)
  • Establishment of Swissca Portfolio Management AG (now Swisscanto) and portfolio manager for various investment funds (1994-1996), portfolio manager at Prevista (now Swisscanto) (1993-1994)
  • Support for institutional investors at Luzerner Kantonalbank (1990-1993)
  • Advisory role on various investment and decision-making committees
  • Expert in Behavioral Finance
  • Experience in bond trading, interest rate instruments, and foreign exchange, London and Luxembourg
Prof. em. Dr. Bernd Schips

Prof. em. Dr. Bernd Schips

Member of the Economic and Financial Advisory Board

  • Member of the Carnot-Cournot network (since 2016)
  • Member of the Scientific Advisory Board of the Centre for European Economic Research (1994–2013)
  • Professor of Economics and Head of the Economic Research Centre, ETH Zurich (1993–2005)
  • Head of the expert group “National Index of Consumer Prices (LIK) 2000” (1998–2000)
  • Member of the Scientific Advisory Board of the ifo Institute (1993–1999)
  • Member of the Federal Economic Commission (1980–1996, Chairman 1994–1996)
Sybille Wyss

Sybille Wyss

Member of the Economic and Financial Advisory Board

  • Shareholder of Tareno AG (since 2022)
  • CEO of Tareno AG (since 2020)
  • Chief Investment Officer of Tareno AG (2012-2023)
Rolf Bertschi

Rolf Bertschi

Member of the Economic and Financial Advisory Board

  • Member of the Global Investment Committee, Credit Suisse AG, Zurich (2003-2016)
  • Managing Director of Global Technical Research, Credit Suisse Private Banking, Zurich, London, Singapore (1992-2016)
  • Director of Trading Research, Credit Suisse First Boston, Zurich (1988 to 1992)
  • Certified Elliott Wave Analyst
  • Financial Analyst Certificate, New York Institute of Finance
  • Co-founder of the Swiss Association of Market Technicians (SAMT)
  • Advisory role on various investment and decision-making committees
  • Expert in chart analysis
Patrick Bucher

Patrick Bucher

Member of the Economic and Financial Advisory Board

  • Master’s Degree in Economics, University of Zurich
  • Head of Asset Management and Member of the Management Board, UBS Pension Fund
  • Chairman of the Global Asset Allocation Committee and Deputy Global Chief Investment Officer (CIO), Member of the Global Investment Committee, Credit Suisse AG (2008-2014)
  • Head of Investment Strategy for Asset Management, Credit Suisse AG (2003-2007)
  • Head of Balanced Portfolios, Credit Suisse AG (1994-2003)
  • Portfolio Manager for Pension Fund Mandates, Credit Suisse AG (1990-1994)
Alexander Ineichen

Alexander Ineichen

Member of the Economic and Financial Advisory Board

  • Financial Risk Manager FRM (2007)
  • Chartered Alternative Investment Analyst CAIA (2003)
  • Charted Financial Analyst CFA (1998)
  • BSc, Major in General Management (1994)
  • Founder and Managing Director, Ineichen Research and Management AG (since 2009)
  • Various management positions, UBS Global Asset Management (2005-2009)
  • Equity derivatives research and sales (1990-1997), deputy head and later head of the global equity derivatives research team (1997-2003), global head of the quantitative research team (2003-2005) at UBS Investment Bank
Dr. Stephan Kloess

Dr. Stephan Kloess

Member of the Economic and Financial Advisory Board

  • Doctorate in Economics, University of St. Gallen (HSG) (1999)
  • Engineering degree from the Technical University of Berlin (TU Berlin) (1994)
  • Founder and Managing Director, KRE KloessRealEstate
  • Co-founder and Delegate of the Board of Directors, Center for Urban and Real Estate Management Curem AG (now University of Zurich)
  • Member of various bodies of companies in the Swiss real estate industry
  • Continuing Education Lecturer at the University of Zurich at CUREM and at the Institute of Financial Services (IFZ), Zug
  • Member of the Selection Committee at Investment Pension Europe (IPE)
  • Expert in Real Estate Capital Investment
Urs Scholl

Urs Scholl

Member of the Economic and Financial Advisory Board

  • Group Head of Investments, CONCORDIA Schweizerische Kranken- und Unfallversicherung AG (since 2006)
  • Portfolio Manager for various investment funds at an asset management company in Zug, including in the field of Behavioral Finance (1997-2006)
  • Establishment of Swissca Portfolio Management AG (now Swisscanto) and portfolio manager for various investment funds (1994-1996), portfolio manager at Prevista (now Swisscanto) (1993-1994)
  • Support for institutional investors at Luzerner Kantonalbank (1990-1993)
  • Advisory role on various investment and decision-making committees
  • Expert in Behavioral Finance
  • Experience in bond trading, interest rate instruments, and foreign exchange, London and Luxembourg