Adrian Scherer
Luessirainstrasse 40
6300 Zug
Switzerland
Professional info
Extensive experience in the fields of asset allocation, portfolio management, manager selection, investment controlling and financial research. Know-how in the establishment of a bank focusing on wealth management.
Languages
German
English
French
Skills
MS Office
Bloomberg
Work experience
2010 - present
2017 - present: Liberty Vorsorge AG
Head Investment Center.
2010 - present
2013 - 2017: Limmat Wealth AG
Chief Investment Officer (CIO) of Limmat Wealth. Head of investment committee. Development of the monthly investment strategy. Recommending investments (primarily equities and bonds), compiling the investment list. Supporting relationship managers.
2008 - present: Pension fund city of Zug
Board of trustees of pension plan city of Zug. Head of securities. Introduced new investment process as of January 2014. Tactical reallocation, investment controlling, liquidity management etc. Part-time mandate.
2010 - 2013: Lamda Privatbank AG
Chief Investment Officer (CIO) of Lamda Privatbank AG (nowadays Union Bank), Principality of Liechtenstein. Head of the investment committee and thus in charge of the investment strategy/asset allocation. Adoption of a state of the art asset allocation and portfolio management process. Launching and management of an equity fund (investing world wide) with focus on downside protection. As a member of the board, strong involvement in the establishment of the first Liechtenstein Bank in the area of tax compliant wealth management. Participation in the selection and introduction of Finnova (IT solution for banks).
2000 - 2010: Bank Sal. Oppenheim
Chief Investment Officer (CIO) of Bank Sal. Oppenheim (Switzerland) AG, head of investment committee and consequently defining the investment strategy/asset allocation of the bank. Implementation of an up-to-date investment process and centralization of the discretionary portfolio management including introduction of GIPS. Manager of an asset allocation mutual fund. Acquired broad based knowhow of Avaloq (IT system for banks). Managing Director.
1993 - 2000: Bank Vontobel
Bank Vontobel & Co AG, Zurich. As of 1994 head of portfolio management Switzerland and Trust/Overseas. Member of the Investment Committee. Selection of US equities for the clients of the bank. First Vice President.
1985 - 1992: UBS
1991 - 1992: Union Bank of Switzerland Zurich. Head of North-American Research Team and portfolio manager of US equities within an asset allocation mutual fund. Assistant Vice President.
1990: Research liaison for Investment Research Zurich at Union Bank of Switzerland / UBS Securities in New York, USA.
1987 - 1989: Financial Analyst at Union Bank of Switzerland in Zurich. Covering various American sectors (equities). Investment Officer.
1985 - 1986: Financial-Trainee Program (FIAT) at Union Bank of Switzerland in Freiburg and Zurich.
Education
Ongoing
Various continuing education programs.
1999 - 2006
CFA-Exam grader in Charlottesville, USA
1989 - 1991
Chartered Financial Analyst Program (CFA). Charter obtained in October 1991. CFA charterholder from 1991-2021 (membership renounced)
1987
Language studies in Great Britain (Certificate of Proficiency, Areals Oral Higher Certificate etc.)
1980 - 1985
University of Zurich, Switzerland. Master of Arts UZH (Lic. oec. publ.)