Roland Egger
About Roland Egger
Roland Egger serves as the Head of Client Portfolio Management in Zürich at Lombard Odier Group, where he has worked since 2016. He possesses over two decades of experience in asset management and consulting, specializing in multi-asset class portfolios and equity management.
Work at Lombard Odier
Roland Egger serves as the Head of Client Portfolio Management in Zürich at Lombard Odier Group. He has held this position since 2016, contributing to the firm's client portfolio management strategies. In addition to his role as Head of Client Portfolio Management, he has also been a Senior Portfolio Manager at Lombard Odier since 2014. His responsibilities include overseeing multi-asset class portfolios and focusing on equity management, ensuring that client investment strategies align with their financial goals.
Education and Expertise
Roland Egger studied at HEC-SO, FH Westschweiz, where he focused on Controlling and Marketing. He achieved a degree in Betriebsökonomie FH from 1997 to 2000. With over two decades of experience in asset management and consulting, he has developed expertise in managing multi-asset class portfolios, particularly in equity management. His educational background supports his professional capabilities in the financial sector.
Background
Roland Egger began his career with an internship at UBS in 1999, where he worked for 11 months. He then transitioned to UBS Wealth Management, serving in Investment Management from 2009 to 2010. Following this, he worked at Credit Suisse as a Senior Investment Consultant for High Net Worth Individuals (HNWI) from 2010 to 2014 in Zürich, Switzerland. His diverse experience across prominent financial institutions has shaped his career in client portfolio management.
Achievements
Throughout his career, Roland Egger has been involved in leading client portfolio management efforts in Zürich since 2016. His extensive experience in asset management and consulting has allowed him to effectively manage portfolios for both institutional and private clients. His focus on equity management has been a significant aspect of his professional contributions.