Beat Rohner
Portfolio Manager at Single Family Office | Zurich, Switzerland
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Beat Rohner currently serves as a Portfolio Manager at a prominent Single Family Office, where he leverages his extensive expertise in wealth management for Ultra High Net Worth Individuals (UHNWI). In this role, he is responsible for overseeing a diversified investment portfolio, focusing on strategic asset allocation across equities, fixed income, hedge funds, and private equity. His participation in the Investment Committee (IC) allows him to critically evaluate and select high-conviction investment opportunities that align with the family’s long-term wealth preservation and growth objectives. Beat’s analytical acumen and deep understanding of market dynamics enable him to monitor and optimize the performance of externally managed discretionary mandates, ensuring that the portfolio consistently delivers superior risk-adjusted returns.
His background as a CFA Charterholder, combined with his expertise in data analytics and digitalization projects within the banking industry, uniquely positions him to implement innovative investment strategies and enhance operational efficiencies. Beat’s proficiency in data governance and agile project management supports the development of robust investment processes and digital tools that improve decision-making and reporting accuracy. His strong presentation skills and trilingual fluency in German, English, and French facilitate effective communication with global stakeholders and investment partners.
In addition to his core responsibilities, Beat actively contributes to product development initiatives and asset allocation strategies, utilizing his skills in equity research and private equity. His curiosity and commitment to continuous learning drive him to stay abreast of industry trends, emerging asset classes, and technological advancements, ensuring that the family office remains at the forefront of wealth management innovation. Overall, Beat Rohner’s combination of technical expertise, strategic vision, and interpersonal skills makes him a vital asset in managing and growing complex wealth portfolios.
Portfolio Manager at Single Family Office in May 2023 to Present
Product Manager Investment and Wealth Management Solutions (Director) at Julius Baer in July 2019 to April 2023
Project Manager for Data Projects at Credit Suisse in March 2018 to June 2019
Business Project Manager - Legal Entity Governance at Credit Suisse in May 2017 to February 2018
Assistant Relationship Manager at the Desk for External Asset Managers (EAM) at Credit Suisse in November 2016 to April 2017
Regulatory Validation and Execution Governance (Regulatory Risk & Strategy) at Credit Suisse in November 2015 to October 2016
Internship in Marketing Project Office and Marketing Desk Research at Credit Suisse in February 2015 to June 2015
Member of the Executive Board at Assembly of European Regions (AER) in May 2013 to November 2014
President at AER Youth Regional Network in October 2012 to November 2014
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CFA Institute, October 2026
Université de Neuchâtel, Bilingual Master of Science (M.Sc.) (FR/EN), October 2026
Wroclaw University of Economics and Business, October 2026
University of Zurich, Bachelor of Arts (B.A.)
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Family Offices
Asset Allocation
Asset Management
Strategic Asset Management
Private Banking
Investment Management
Portfolio Management
Due Diligence
Fixed-Income Investing
Equity Research
Private Equity
Hedge Funds
Manager Selection
Public Speaking
Project Management
International Relations
Research
Banking
Business Analysis
Internationale Beziehungen
Forschung
Politics
Policy Analysis
Strategy
Regulatory Affairs
Process Management
Big Data
Data Management
Analytical Skills
Data Analysis
Data Science
Master Data Management
PRINCE2
Economics
Business Management
Product Management
Agile Project Management
Product Development
Microsoft Office
Microsoft Excel
Microsoft Word
PowerPoint
Outlook
Windows
SharePoint
Microsoft PowerPoint
Customer Service
Vorträge
Stakeholder Management
Problem Solving
Collaborative Problem Solving
Communication
Leadership
Team Leadership
English
Englisch
French
Big-Data-Analyse
Analytical Reasoning
Data Governance
Data Quality
Python (Programming Language)
Microsoft Power BI
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Discover more about Single Family OfficeWhat is Beat Rohner email address?
Email Beat Rohner at [email protected]. This email is the most updated Beat Rohner's email found in 2026.
How to contact Beat Rohner?
To contact Beat Rohner send an email to [email protected]. (updated on April 10, 2025)
What company does Beat Rohner work for?
Beat Rohner works for Single Family Office
What is Beat Rohner's role at Single Family Office?
Beat Rohner is Portfolio Manager
What is Beat Rohner's Phone Number?
Beat Rohner's phone (**) *** *** 246
What industry does Beat Rohner work in?
Beat Rohner works in the Banking industry.
Beat Rohner Email Addresses
Beat Rohner Phone Numbers
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