Bank Sarasin focuses on continuity in sustainable asset management Mittwoch, 29. Mai 2013 - 18:54

Bank Sarasin focuses on continuity in sustainable asset management

29.05.2013

Bank Sarasin is focusing on its strengths in sustainable asset management with some key appointments of experienced professionals in its Asset Management, Products & Sales division. Dr. Jan A. Poser takes charge of Asset Management and Sustainability Research, with immediate effect. Philipp E. Bärtschi is promoted to Chief Investment Officer, Private Clients, and will concentrate in future on the Bank's investment strategy and the management of private clients' assets. Daniel Graf takes over as Head, Institutional Clients, also with immediate effect. These internal appointments underscore Bank Sarasin’s extensive bench of accomplished professionals, and the Bank’s focus on continuing to provide its clients the highest quality client service and investment advice in sustainable asset management.

Dr. Poser has been with Bank Sarasin for 12 years. As Sarasin’s Head of Research and Chief Economist, he has played a key role in shaping the group’s investment processes over the past five years. He is one of Switzerland’s most prolific economists, and in this capacity has been advising leading institutional investors for many years. Dr. Poser’s appointment as Head of Asset Management and Sustainability Research is a key step in strengthening Bank Sarasin's core business: sustainable asset management for private and institutional clients.

Philipp Bärtschi has been with Bank Sarasin for seven years, working for the past five years in the role of Global Chief Strategist. In his new function as Chief Investment Officer, Private Clients he will remain Chairman of Bank Sarasin’s Investment Committee. The purpose of having just one investment committee for both private and institutional clients is to ensure close interaction between research and investment processes at Bank Sarasin. At the same time the Bank’s investment process will be tailored more effectively to the different requirements of the two client segments – private and institutional.

Daniel Graf assumes overall responsibility for the Institutional Clients business. He already has a successful track record in looking after Sarasin's institutional clients over the past years.

These internal appointments enable Bank Sarasin to ensure continuity not only in the area of investments, but in research and client service. The integration of Research into the Private Clients and Asset Management areas reinforces Bank Sarasin’s strategic direction both in private and institutional asset management. Long-term investment performance and top-class customer service continue to be the top priority.

	Dr. Jan Amrit Poser Born in 1970; German national and resident in Kilchberg, Switzerland; Economics studies at the Universities of St. Gallen, Switzerland and Freiburg, Germany; Doctorate in Economics at the University of Freiburg, Germany. After studying economics in St. Gallen and Freiburg im Breisgau, he completed a PhD at the Ifo Institute for Economic Research in Munich. On graduating, he moved to the International Monetary Fund in Washington in 1998. He returned to Switzerland in 1999 to work in the sovereign risk analysis department of a large Swiss bank, where he was responsible for Russia and Eastern Europe. He joined Bank Sarasin in 2001, initially as a currency analyst, and has been Chief Economist since 2004. In 2008, he became Head of Research. Jan Poser is a member of the bank’s Investment Committee
	Philipp E. Bärtschi, CFA Born in 1973; Swiss national and resident in Zurich, Switzerland; Master of Business Administration, University of St. Gallen, Switzerland and Duke University Durham, NC, USA; CFA charterholder since 2002. After graduating, he went to Rehau GmbH, where he consulted with group companies on an international scale in his role as financial controller. In 1999, he moved into the finance industry with his appointment to the Investments division of Zurich Financial Services, where he was responsible for insurance companies‘ investments. In 2001, he joined Threadneedle Asset Management in London as a strategy analyst. He returned to Zurich in 2003 as European Investment Strategist at Zurich Financial Services. He joined Bank Sarasin in 2006 as Equity Strategist, and was appointed Chief Strategist in 2009. Since 2009 he has also been Chairman of Sarasin’s Investment Committee.
	Daniel Graf Born in 1972; Swiss national and resident in Zurich, Switzerland; Advanced studies in business administration and banking; Swiss-certified banking expert with federal diploma; Business Economist (FH). After his studies Daniel Graf started his career at Swiss Life as a sales manager for international pension solutions for the Benelux markets. From 2004 to 2008 he was with Raiffeisen Switzerland as Head of Banking Relations both in Switzerland and abroad. He joined Sarasin in 2008 as a relationship manager for Institutional Clients. In 2010 he was appointed as team head of the regions Basel and Bern.