Yves Bonzon
Chief Investment Officer at JULIUS BÄR GRUPPE AG
Net worth: 5 M $ as of 2024-03-30
Profile
Mr. Yves Bonzon is a Chief Investment Officer at Julius Bär Gruppe AG and a CIO & Member of the Executive Board at Bank Julius Bär & Co. AG. He joined the firm in 2016. He is also a Member of the Board of Directors at ISREC Foundation in Lausanne and at Kairos Investment Management Limited in London. From 1998 to 2015 he was employed as a Chief Investment Officer by Banque Pictet & Cie SA. He started his career in 1989 as a Junior Private Banker. In 1990, he moved to the Investment Committee Private Banking of Pictet. From 1997 to 1998 he was a Member of the Executive Committee of Private Banking. He holds a Degree in Economics (lic. oec. HEC) from the University of Lausanne.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
JULIUS BAER GRUPPE AG
0.04% | 2022-12-30 | 90,986 ( 0.04% ) | 5 M $ | 2024-03-30 |
Yves Bonzon active positions
| Companies | Position | Start |
|---|---|---|
| JULIUS BÄR GRUPPE AG | Chief Investment Officer | 2019-12-31 |
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. | Chief Investment Officer | 2015-12-31 |
ISREC Foundation
 ISREC Foundation Miscellaneous Commercial ServicesCommercial Services ISREC Foundation provides resources to support translational cancer research projects. The non-profit company is based in Epalinges, Switzerland. | Director/Board Member | - |
| Verbier Festival | Director/Board Member | - |
Former positions of Yves Bonzon
| Companies | Position | End |
|---|---|---|
Bank Julius Bär & Co. Ltd. /CH/
 Bank Julius Bär & Co. Ltd. /CH/ Major BanksFinance Part of Julius Bär Gruppe AG, Bank Julius Bär & Co. Ltd. is a banking company based in Zurich, Switzerland. The Swiss company provides banking services. Philipp Rickenbacher has been the CEO of the private company since 2009. | Chief Investment Officer | 2019-11-30 |
Banque Pictet & Cie SA
 Banque Pictet & Cie SA Investment ManagersFinance Banque Pictet & Cie SA is an independent Swiss private bank which specializes in asset and wealth management. Headquartered in Geneva, the firm was founded in 1805 to manage the wealth of private and institutional investors. They do not engage in investment banking and do not issue commercial, mortgage or unsecured loans. | Chief Investment Officer | 2015-12-30 |
| Banque Pictet & Cie SA (Investment Management) | Chief Investment Officer | 2015-12-30 |
Training of Yves Bonzon
| University of Lausanne | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| JULIUS BÄR GRUPPE AG | Finance |
| Private companies | 6 |
|---|---|
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 |
Banque Pictet & Cie SA
Banque Pictet & Cie SA Investment ManagersFinance Banque Pictet & Cie SA is an independent Swiss private bank which specializes in asset and wealth management. Headquartered in Geneva, the firm was founded in 1805 to manage the wealth of private and institutional investors. They do not engage in investment banking and do not issue commercial, mortgage or unsecured loans. | Finance |
| Verbier Festival | Miscellaneous |
| Banque Pictet & Cie SA (Investment Management) | Finance |
ISREC Foundation
ISREC Foundation Miscellaneous Commercial ServicesCommercial Services ISREC Foundation provides resources to support translational cancer research projects. The non-profit company is based in Epalinges, Switzerland. | Commercial Services |
Bank Julius Bär & Co. Ltd. /CH/
Bank Julius Bär & Co. Ltd. /CH/ Major BanksFinance Part of Julius Bär Gruppe AG, Bank Julius Bär & Co. Ltd. is a banking company based in Zurich, Switzerland. The Swiss company provides banking services. Philipp Rickenbacher has been the CEO of the private company since 2009. | Finance |
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