Bank Sarasin is focusing on its strengths in sustainable asset management with some key appointments of experienced professionals in its asset management, products and sales division.
Bank Sarasin has appointed Jan A. Poser to take charge of asset management and sustainability research, with immediate effect.
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Philipp E. Bärtschi has been promoted to CIO, Private Clients, and will concentrate in future on the Bank’s investment strategy and the management of private clients’ assets.
Daniel Graf will take over as head, institutional clients, also with immediate effect. These internal appointments underscore Bank Sarasin’s extensive bench of accomplished professionals, and the Bank’s focus on continuing to provide its clients the highest quality client service and investment advice in sustainable asset management.
Poser has been with Bank Sarasin for 12 years. As Sarasin’s head of research and chief economist, he has played a key role in shaping the group’s investment processes over the past five years. He is one of Switzerland’s most prolific economists, and in this capacity has been advising leading institutional investors for many years. Poser’s appointment as head of asset management and sustainability research is a key step in strengthening Bank Sarasin’s core business: sustainable asset management for private and institutional clients.
Bärtschi has been with Bank Sarasin for seven years, working for the past five years in the role of global chief strategist. In his new function as CIO, Private Clients he will remain chairman of Bank Sarasin’s Investment Committee. The purpose of having just one investment committee for both private and institutional clients is to ensure close interaction between research and investment processes at Bank Sarasin. At the same time the Bank’s investment process will be tailored more effectively to the different requirements of the two client segments – private and institutional.
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By GlobalDataGraf assumes overall responsibility for the Institutional Clients business. He already has a successful track record in looking after Sarasin’s institutional clients over the past years.
The integration of Research into the Private Clients and Asset Management areas reinforces Bank Sarasin’s strategic direction both in private and institutional asset management. Long-term investment performance and top-class customer service continue to be the top priority.
