Gérald Berger
About Gérald Berger
Gérald Berger is a Senior Relationship Manager and Executive Director in Wealth Management at UBS, where he has worked since 2020. He has extensive experience in investment consulting and portfolio management, with a focus on ESG and sustainable investing.
Current Role at UBS
Gérald Berger serves as a Senior Relationship Manager and Executive Director in Wealth Management at UBS. He has held this position since 2020, focusing on delivering comprehensive wealth management solutions to clients. His role involves engaging in financing activities and providing cross asset class portfolio advisory, with a particular emphasis on ESG and Sustainable Investing.
Previous Experience at UBS
Prior to his current role, Gérald Berger worked at UBS in various capacities. He was an Investment Consultant for Central Europe, the Middle East, and Africa from 2003 to 2010, and later served as a Senior Portfolio Manager from 2010 to 2016. Additionally, he was a Senior Portfolio Manager and Client Investment Specialist from 2016 to 2020. His extensive experience at UBS spans over 14 years, primarily in Zurich and Geneva.
Education and Expertise
Gérald Berger holds a Master of Business Administration (MBA) from Duke University's Fuqua School of Business, where he studied Investment Management, Valuation, Corporate Finance, Sustainable Investing, and Social Entrepreneurship from 2000 to 2002. He also earned a Master of Law (MLaw) from the Universität Zürich, studying Law from 1990 to 1995. Additionally, he completed studies in Financial Derivatives at FSA, London, achieving the Securities and Financial Derivatives Representatives Examination in 1997.
Career Background
Before joining UBS, Gérald Berger gained experience in various financial roles. He worked as an Associate at Cherokee Investment Partners from 2002 to 2003 and as a Capital Markets Lawyer at SBC Warburg from 1995 to 2000. He also completed a brief tenure as an MBA Summer Associate at Goldman Sachs in 2001, working in both London and Frankfurt.
Specialization in Investment Presentations
Gérald Berger specializes in delivering investment presentations and seminars tailored for attorneys, fiduciaries, and foundations. His expertise in cross asset class portfolio advisory and sustainable investing allows him to effectively communicate complex financial concepts to diverse audiences.