Profile
Mr. Urs Diethelm is a Team Lead of Core Systems at Bank Julius Bär & Co. AG.
He was previously employed as a Senior Analyst by SAM Sustainable Asset Management AG and RobecoSAM AG.
Before that, he worked at Can trade Privatbank.
He also worked as an Analyst for Oppenheim Research GmbH and a Strategist & Research Analyst for Bank Sal.
Oppenheim jr.
& Cie.
He began his career as a Financial Analyst at Bank Vontobel, where he covered various sectors and gained experience with a broad range of valuation models.
Mr. Diethelm holds a degree in Business Administration with a focus on banking from the University of St. Gallen (HSG) as well as the Certified European Financial Analyst (CEFA) designation from the European Federation of Financial Analysts Societies (EFFAS).
Urs Diethelm active positions
Companies | Position | Start |
---|---|---|
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices. | Corporate Officer/Principal | 2019-08-31 |
Former positions of Urs Diethelm
Companies | Position | End |
---|---|---|
SAM Sustainable Asset Management AG
SAM Sustainable Asset Management AG Investment ManagersFinance SAM Sustainable Asset Management AG (SAM) is the Swiss investment advisory subsidiary of RobecoSAM AG, ultimately owned by Cooperatieve Centrale Raiffeisen-Boerenleenbank BA in The Netherlands. Established in 1995 as an investment management firm, SAM is headquartered in Zurich and has branches and representative offices in the US, Australia, Italy, Germany and Sweden. The firm specializes in sustainable investments and manages discretionary/advisory mandates as well as mutual funds for private individuals and institutional clients such as banks, insurance companies, pension funds and foundations. | Analyst-Equity | 2013-03-20 |
Robeco Schweiz AG
Robeco Schweiz AG Investment ManagersFinance Robeco Schweiz AG is the Switzerland-based asset management subsidiary of ORIX Corporation Europe NV, itself a subsidiary of ORIX Corp. (TSE: 8591) in Japan. Formerly known as SAM Sustainable Asset Management AG, the firm was founded in 1995 as the first asset manager focused exclusively on Sustainability Investing. They were acquired by Robeco Group in 2007 and renamed RobecoSAM AG in 2013 as part of Robeco's strategy to further align its group-wide Sustainability Investing activities. The firm became Robeco Schweiz AG in 2020. Headquartered in Zurich, Robeco Schweiz offers a comprehensive palette of products including in-house asset management, Sustainability Indices, corporate sustainability assessments, active ownership and engagement, and customized portfolio benchmarking solutions for private and institutional investors. | Analyst-Equity | - |
Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker) | Analyst-Equity | - |
Oppenheim Research GmbH | Analyst-Equity | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
---|---|
Oppenheim Research GmbH | Finance |
Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker) | Finance |
SAM Sustainable Asset Management AG
SAM Sustainable Asset Management AG Investment ManagersFinance SAM Sustainable Asset Management AG (SAM) is the Swiss investment advisory subsidiary of RobecoSAM AG, ultimately owned by Cooperatieve Centrale Raiffeisen-Boerenleenbank BA in The Netherlands. Established in 1995 as an investment management firm, SAM is headquartered in Zurich and has branches and representative offices in the US, Australia, Italy, Germany and Sweden. The firm specializes in sustainable investments and manages discretionary/advisory mandates as well as mutual funds for private individuals and institutional clients such as banks, insurance companies, pension funds and foundations. | Finance |
Robeco Schweiz AG
Robeco Schweiz AG Investment ManagersFinance Robeco Schweiz AG is the Switzerland-based asset management subsidiary of ORIX Corporation Europe NV, itself a subsidiary of ORIX Corp. (TSE: 8591) in Japan. Formerly known as SAM Sustainable Asset Management AG, the firm was founded in 1995 as the first asset manager focused exclusively on Sustainability Investing. They were acquired by Robeco Group in 2007 and renamed RobecoSAM AG in 2013 as part of Robeco's strategy to further align its group-wide Sustainability Investing activities. The firm became Robeco Schweiz AG in 2020. Headquartered in Zurich, Robeco Schweiz offers a comprehensive palette of products including in-house asset management, Sustainability Indices, corporate sustainability assessments, active ownership and engagement, and customized portfolio benchmarking solutions for private and institutional investors. | Finance |
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices. | Finance |
- Stock Market
- Insiders
- Urs Diethelm