![Yves Bonzon](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Yves Bonzon
Chief Investment Officer bei
JULIUS BÄR GRUPPE AG
Vermögen: 6 Mio $ am 30.04.2026
Profil
Herr Yves Bonzon ist Chief Investment Officer bei der Julius Br Gruppe AG und CIO & Mitglied der Geschäftsleitung bei der Bank Julius Br & Co. AG. Er trat 2016 in die Firma ein. Er ist auch Mitglied des Verwaltungsrats der ISREC Foundation in Lausanne und der Kairos Investment Management Limited in London. Von 1998 bis 2015 war er als Chief Investment Officer bei der Banque Pictet & Cie SA tätig. Er begann seine Karriere 1989 als Junior Private Banker. Im Jahr 1990 wechselte er in das Investment Committee Private Banking von Pictet. Von 1997 bis 1998 war er Mitglied des Executive Committee Private Banking. Er besitzt einen Abschluss in Wirtschaftswissenschaften (lic. oec. HEC) der Universität Lausanne.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
JULIUS BAER GRUPPE AG 0,04 % | 31.12.2024 | 74.079 ( 0,04 % ) | 6 Mio $ | 30.04.2026 |
Aktive Positionen von Yves Bonzon
| Unternehmen | Position | Beginn |
|---|---|---|
| JULIUS BÄR GRUPPE AG | Chief Investment Officer | 01.01.2020 |
Bank Julius Bär & Co. AG
 Bank Julius Bär & Co. AG Investment ManagersFinance BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way. | Chief Investment Officer | 01.01.2016 |
ISREC Foundation
 ISREC Foundation Miscellaneous Commercial ServicesCommercial Services Provides resources for the support of translational cancer research projects | Direktor/Vorstandsmitglied | - |
Verbier Festival
 Verbier Festival Investment Trusts/Mutual FundsMiscellaneous Foundation/Endowment | Direktor/Vorstandsmitglied | - |
International Center for Monetary & Banking Studies | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von Yves Bonzon
| Unternehmen | Position | Ende |
|---|---|---|
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way. | Chief Investment Officer | 01.12.2019 |
Banque Pictet & Cie SA
 Banque Pictet & Cie SA Investment ManagersFinance Banque Pictet & Cie constructs portfolios of investments in large companies with stable earnings, balanced by shorter-term positions in stocks that have been mispriced or have the potential for recovery for bonds and equities. The fixed-income component generally includes core holdings of investment-grade sovereign debt and corporate bonds, complemented by opportunistic investments in high-yield corporate bonds and local currency emerging-market debt. Their fund mandates are managed by the team responsible for discretionary portfolios of mutual funds, exchange-traded funds and other pooled vehicles, operating on the principle of open architecture, selecting best-in-class Pictet or external funds. The firm also offers special mandates, such as absolute return mandates. | Chief Investment Officer | 31.12.2015 |
Banque Pictet & Cie SA (Investment Management)
 Banque Pictet & Cie SA (Investment Management) Investment ManagersFinance Pictet-IM invests in, manages and advises on alternative investment portfolios. | Chief Investment Officer | 31.12.2015 |
Ausbildung von Yves Bonzon
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
66
Beziehungen ersten Grades
8
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 8 |
|---|---|
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way. | Finance |
Banque Pictet & Cie SA
Banque Pictet & Cie SA Investment ManagersFinance Banque Pictet & Cie constructs portfolios of investments in large companies with stable earnings, balanced by shorter-term positions in stocks that have been mispriced or have the potential for recovery for bonds and equities. The fixed-income component generally includes core holdings of investment-grade sovereign debt and corporate bonds, complemented by opportunistic investments in high-yield corporate bonds and local currency emerging-market debt. Their fund mandates are managed by the team responsible for discretionary portfolios of mutual funds, exchange-traded funds and other pooled vehicles, operating on the principle of open architecture, selecting best-in-class Pictet or external funds. The firm also offers special mandates, such as absolute return mandates. | Finance |
University of Lausanne
 University of Lausanne Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Julius Bär Gruppe AG
 Julius Bär Gruppe AG Financial ConglomeratesFinance Provides wealth management services | Finance |
Verbier Festival
Verbier Festival Investment Trusts/Mutual FundsMiscellaneous Foundation/Endowment | Miscellaneous |
International Center for Monetary & Banking Studies | |
Banque Pictet & Cie SA (Investment Management)
Banque Pictet & Cie SA (Investment Management) Investment ManagersFinance Pictet-IM invests in, manages and advises on alternative investment portfolios. | Finance |
ISREC Foundation
ISREC Foundation Miscellaneous Commercial ServicesCommercial Services Provides resources for the support of translational cancer research projects | Commercial Services |
