Profil
Ms. Natalie Baki, CFA, is a Portfolio Manager at Globalance Bank AG.
She is responsible for a wide range of tasks within our Investment Cente and looks after customer portfolios, prepares analytics, reports as well as offers.
Before that, she worked for six years at WMPartners Vermögensverwaltungs AG as a Portfolio Manager.
After her banking apprenticeship with a professional college-level degree at Bank Julius Baer, the time as an assistant to the Chief Investment Officer of Asset Management fostered her joy and ambition.
She has since consistently developed herself further in the field of portfolio management and investment advisory.
She is a Qualified Financial Analyst (CFA) and holds a Bachelor of Science (ZFH) in Business Administration from the Zurich University of Economics and Business (HWZ), with a Major in Banking & Finance.
Aktive Positionen von Natalie Baki
| Unternehmen | Position | Beginn |
|---|---|---|
Globalance Bank AG
 Globalance Bank AG Investment ManagersFinance Globalance Bank AG is an independent, Swiss private banking firm which was founded by Reto Ringger and David Hertig in 2011. Headquartered in Zurich, the firm provides wealth management services to private clients, families and foundations. | Portfolio Manager-Aktien | 01.10.2016 |
Ehemalige bekannte Positionen von Natalie Baki
| Unternehmen | Position | Ende |
|---|---|---|
WMPartners Vermögensverwaltungs AG
 WMPartners Vermögensverwaltungs AG Investment ManagersFinance WMPartners Vermögensverwaltungs AG (WMPartners) is the wealth management subsidiary of Bank Julius Baer & Co. AG, itself a subsidiary of Julius Baer Gruppe AG (SW: BAER) in Switzerland. Founded as Walter Meier & Partner in 1971 by Walter Meier, the firm became WMPartners Wealth Management Ltd. in 2002. In 2014 they merged wuth Infidar Investment Advisory Ltd. WMPartners is based in Zurich and offers services to high-net worth individuals, families and foundations, aiming to preserve and augment wealth by aligning their financial understanding, their systematic and disciplined approach to developing investment ideas and their objective decision-making. | Portfolio Manager-Aktien | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
WMPartners Vermögensverwaltungs AG
WMPartners Vermögensverwaltungs AG Investment ManagersFinance WMPartners Vermögensverwaltungs AG (WMPartners) is the wealth management subsidiary of Bank Julius Baer & Co. AG, itself a subsidiary of Julius Baer Gruppe AG (SW: BAER) in Switzerland. Founded as Walter Meier & Partner in 1971 by Walter Meier, the firm became WMPartners Wealth Management Ltd. in 2002. In 2014 they merged wuth Infidar Investment Advisory Ltd. WMPartners is based in Zurich and offers services to high-net worth individuals, families and foundations, aiming to preserve and augment wealth by aligning their financial understanding, their systematic and disciplined approach to developing investment ideas and their objective decision-making. | Finance |
Globalance Bank AG
Globalance Bank AG Investment ManagersFinance Globalance Bank AG is an independent, Swiss private banking firm which was founded by Reto Ringger and David Hertig in 2011. Headquartered in Zurich, the firm provides wealth management services to private clients, families and foundations. | Finance |
