Bartu Ugurtas
About Bartu Ugurtas
Bartu Ugurtas serves as the Director of Wealth Management Executives & Entrepreneurs at UBS in Nyon, Switzerland, a position he has held since 2019. He possesses a PhD in Fluid Mechanics and holds a Swiss Federal Diploma for financial analysis and portfolio management.
Work at UBS
Bartu Ugurtas has been serving as the Director of Wealth Management Executives & Entrepreneurs at UBS since 2019. In this role, he focuses on providing tailored wealth management solutions to executives and entrepreneurs. Prior to this position, he worked as the Director of Wealth Management at UBS from 2014 to 2018. Both roles were based in Nyon, Vaud, Switzerland, where he contributed to the firm's wealth management strategies and client relations.
Education and Expertise
Bartu Ugurtas holds a Swiss Federal Diploma for financial analyst and portfolio manager. He studied at Université Pierre et Marie Curie (Paris VI), where he earned a PhD in Fluid Mechanics from 1997 to 2000. Additionally, he completed a Certified International Investment Analyst (CIIA) program at AZEK - The Swiss Training Centre for Investment Professionals from 2009 to 2010. His educational background provides a strong foundation in both scientific and financial principles.
Background in Finance
Before joining UBS, Bartu Ugurtas worked at BCV as a Wealth Manager from 2007 to 2012, where he managed client portfolios and provided financial advice. He also worked as an independent financial consultant from 2012 to 2014, during which he developed trading models and an investment fund. His career in finance began after a four-year tenure as a scientist at EPFL, where he transitioned to the finance sector in 2004.
Professional Memberships
Bartu Ugurtas has been a member of the Swiss Financial Analysts Association since 2010. This membership reflects his commitment to professional development and adherence to industry standards in financial analysis and investment management.