Finreon – a spin-off from the University of St.Gallen
Finreon – a spin-off from the University of St.Gallen
Finreon, founded in 2009 as a spin-off from the University of St.Gallen (HSG), has established itself as a competent partner for innovative investment concepts in the field of asset management and investment consulting for institutional clients. In its solutions, the company combines many years of investment experience with the latest findings in financial research.
Founder and CEO is Dr.Ralf Seiz, Lecturer in Finance at the University of St.Gallen. The team consists of doctoral candidates and graduates from the University of St.Gallen, the ETH Zurich and other prestigious universities. Team members are actively involved in financial research in order to guarantee a continuous knowledge transfer.
Transfer research insights into innovative solutions
Finreon is best described as a Think-Tank for the development of asset management solutions. Based on the client’s needs and extensive professional experience, we transfer the most recent findings in academic research into innovative solutions. Both Finreon and its employees are actively involved in financial research.
As a Think-Tank, Finreon is focused on its core competence in Investment Advisory. The implementation of Finreon solutions is achieved in collaboration with the partner of our clients' choice. Hence, the client is assured to get the best specialist for each stage of the investment process.
Innovative. Academic. Systematic. Independent.
Bridging the gap to client needs Our solutions are always based on real problems brought to us by our clients. We strive to satisfy those needs through simple, transparent and tailor-made solutions.
Academic and innovative As a spin-off from the University of St.Gallen (HSG) we are actively involved in academic research and hence see ourselves as a Think Tank. All our solutions are based on the most recent findings in financial research.
Systematic and structured Our solutions are clear, structured and comprehensive concepts as well as of a systematic nature.
Integrity and independence Personal integrity and transparency are important values to us. We are independent and cooperate with the partner of our clients' choice.
Facts and Figures
- Founding: 2009
- Headquarter: St. Gallen
- HR-number: CH-320.3.066.042-5
- Legal form of the company: Private, limited liability corporation
- CEO: Dr. Ralf Seiz
- SRO: Finreon is a member of the VQF association
- Banks: Finreon and its clients are free in their choice of partners. Finreon Funds are offered in cooperation with St. Galler Kantonalbank and Credit Suisse.
Sustainability
- Sustainability flows into our thoughts and actions
- We strive for a company that is sustainable in the long term
- The investment universe of our funds is compatible with the guidelines of the Swiss Association for Responsible Investment. More information at svvk-asir.ch
Clients
Clients profile Our clients are both institutional clients and private, such as pension funds, family offices, independent asset managers, insurance companies, banks and wealthy private clients. Finreon develops innovative and tailor-made asset management solutions for its clients which are implemented and executed in cooperation with a bank.
Partnership with clients We intend to build a long-term partnership with our clients and do not seek the short-term business. All of our partnerships are characterised by mutual respect, commitment and transparency.
Our ambition is to offer comprehensive solutions. We offer extensive training to clients and present our concepts in a transparent manner.
Cooperation with banks We are best described as a Think-Tank. Our core competence is the development of innovative, state-of-the-art asset management solutions. For the implementation of our solutions we cooperate closely with banks and asset managers. The client is free to select the executing bank or asset manager.
Team
Dr. Ralf Seiz
Dr. Ralf Seiz, CEO, Supervisory Board & Lecturer University of St. Gallen (HSG)
ralf.seiz@finreon.ch
+41 71 230 08 06
Ralf Seiz is a lecturer at University of St.Gallen (HSG) as well as CEO and owner of Finreon Ltd. and a member of several boards of directors and trustees. Dr. Seiz was an assistant professor at the University of St.Gallen (HSG), founder and CEO of a consulting company, as well as a business analyst in the area of financial services. Before obtaining his Ph.D. in Economics (Dr. oec. HSG) he graduated in Physics at ETH Zurich (Dipl. Phys. ETH) and worked among others at the CERN in Geneva. Dr.Ralf Seiz has a profound experience and expertise in the areas of quantitative asset management, pension finance and mathematical finance. The NZZ has repeatedly ranked him among the most influential Swiss economists.
Dr. Julius Agnesens
Dr. Julius Agnesens, Head of Investment Solutions & Member of the Executive Board
julius.agnesens@finreon.ch
+41 71 230 08 07
Dr. Julius Agnesens is Head of Investment Solutions and Member of the Executive Board at Finreon. Previously, he was working as Head of Investments & Retirement Planning at MoneyPark, in derivatives trading at All Options, and in Sales at DWS Investments. Before obtaining his Ph.D. in «Economics & Finance» from the University of St.Gallen (Ph.D. HSG), Dr. Julius Agnesens graduated at Rotterdam School of Management (RSM) with a Master of Science in «Finance & Investments», as well as at the University of St.Gallen (HSG) with a Master of Arts in «Quantitative Economics & Finance».
Simon T. Müller
Simon T. Müller, Head of Business Development & Member of the Executive Board
simon.mueller@finreon.ch
+41 71 230 08 10
Simon T. Müller is Head of Business Development and Member of the Executive Board at Finreon. Previously, he worked at UBS Investment Bank in Swiss equities sales to institutional clients for several years. He gained further practical experience at Credit Suisse First Boston, Roland Berger Strategy Consultants as well as UBS Wealth Management & Business Banking. Simon T. Müller is holding a Masters degree in «Accounting & Finance» from University of St.Gallen (HSG). He is a «Chartered Financial Analyst» (CFA), a «Chartered Alternative Investment Analyst» (CAIA) and a «Financial Risk Manager» (FRM) charterholder.
Alain Beyeler
Alain Beyeler, CEO PSS AG
alain.beyeler@finreon.ch
+41 71 230 08 21
Alain Beyeler is CEO of PSS AG and a member of the Extended Executive Board at Finreon AG. Previously, he worked as a lead fund manager for market neutral equity strategies at GAM. Before that, Alain Beyeler worked as a portfolio strategist at Credit Suisse, as a quantitative Analyst and Finreon AG, and as a portfolio construction specialist at UBS AG. Alain Beyeler holds a Master’s Degree in Banking and Finance from the University of St.Gallen.
Jan Beeler
Jan Beeler, Business Development
jan.beeler@finreon.ch
+41 71 230 08 28
Jan Beeler is a member of the Business Development Team at Finreon. He is currently pursuing his Bachelor of Arts in «Banking & Finance» at the University of Zurich. Before joining Finreon, he was working for the marketing, communications & sales department at KPMG. Before his studies, he also completed an internship program at Zürcher Kantonalbank.
Manuel Bolliger
Manuel Bolliger, Business Development
manuel.bolliger@finreon.ch
+41 71 230 08 24
Manuel Bolliger is member of the Business Development team at Finreon. Previously, he has been working in Portfolio Management at UBS in Zurich and Chicago. He holds a Bachelor of Science in «Banking & Finance» from HTW Chur.
Michelle Ceppi
Michelle Ceppi, Business Development
michelle.ceppi@finreon.ch
+41 71 230 08 06
Michelle Ceppi is member of the Business Development team at Finreon. She completed her tourism diploma at the HFT Tourism School in Lucerne. In the past, she was working as an assistant of the senior management in a start-up, as an assistant at the HFT Lucerne Ltd. and as a travel agent at Big Blue Tours. Before she completed the covational business school at the school of business in Brig during this time she was working as a bank employee at the Raiffeisenbank Region Visp.
Esther d'Overschie
Esther d'Overschie, Investment Solutions
Esther d'Overschie is a member of Finreon's Investment Solutions Team. She is currently pursuing her Master of Arts in «Quantitative Economics & Finance» at the University of St. Gallen. She is also completing the CEMS Double Degree Master in «International Management». During her bachelor studies in «Economics» at the University of Zurich, she worked at Credit Suisse in the Advisory & Portfolio Solutions department.
Dr. Marc Frattaroli
Dr. Marc Frattaroli, Investment Solutions
marc.frattaroli@finreon.ch
+41 71 230 08 34
Marc Frattaroli is a Quantitative Researcher at Finreon. He obtained his PhD in Finance from EPFL and the Swiss Finance Institute, with research in the areas of corporate governance and financial intermediation. Dr. Frattaroli also holds an M.Sc. in «Finance and Investments» from Erasmus University in Rotterdam, a B.A. in Business Administration from the University of St. Gallen, and is a CFA charterholder. In the past, he worked for Deloitte, Accenture, and AXA amongst others.
Oliver Fürer
Oliver Fürer, Head of Product Management
oliver.fuerer@finreon.ch
+41 71 230 08 13
Oliver Fürer is a member of the Business Development team at Finreon. Previously, he has been working at Credit Suisse in various roles as a product specialist. He gained further practical experience in the Fixed Income Sales department at Deutsche Bank. Oliver Fürer holds a Master of Arts in «Banking & Finance» from the University of St.Gallen as well as a Bachelor of Arts in «Economics» from the University of St.Gallen. He also is a «Chartered Financial Analyst» (CFA) charterholder.
Monika Gloor
Monika Gloor, Accounting, HR, and Administration
monika.gloor@finreon.ch
+41 71 230 08 06
Monika Gloor is responsible for the accounting, HR and administrative departments at Finreon. Previously, she worked for several years as a trust officer at Inspecta Treuhand AG. She gained further practical experience in accounting, HR, and administration matters in the accounting department of the Migros Ostschweiz cooperative society as well as in the Stadtgarage AG. Monika Gloor completed her education at the trust office wbt.ch AG and subsequently accomplished in-service training. She is a certified professional in finance and accounting with a federal Certificate.
Jöri Gujan
Jöri Gujan, Head of Business Development PSS AG
joeri.gujan@pss.swiss
+41 71 230 08 02
Jöri Gujan is Head of Business Development of PSS AG and a member of the Extended Executive Board at Finreon AG. Previously, he was a Strategy Consultant at McKinsey & Company. During his studies, Jöri Gujan worked in Finreon’s Business Development team and accomplished various internships, among others in Investment Banking at Morgan Stanley and Wealth Management at UBS. He holds a Master’s Degree in Banking and Finance from the University of St. Gallen and a CEMS Master in International Management.
Dr. Alexander Gruber
Dr. Alexander Gruber, Head of Economic Research and Advisory & Lecturer University of St.Gallen (HSG)
alexander.gruber@finreon.ch
+41 71 230 08 21
Dr. Alexander Gruber is Head of Economic Research and Advisory at Finreon. Additionally, he is a lecturer at the University of St. Gallen (HSG). Dr. Gruber obtained his Ph.D. in «Economics & Finance» there (Ph.D. HSG) with a particular focus on international macroeconomics, banking, and financial stability. During his doctoral studies he spent a research year at Stanford University, for which he received a scholarship from the Swiss National Science Foundation, and worked as a research associate at university. Before he worked, among others, in investment banking at Rothschild (M&A) and in corporate finance at General Electric. Dr. Gruber also holds master’s degrees in «Economics» as well as «International Business Studies» from the University of Innsbruck.
Pedro Harder
Pedro Harder, Investment Solutions
pedro.harder@finreon.ch
+41 71 230 08 33
Pedro Harder is a member of the Finreon Investment Solutions Team. He is currently pursuing his Master of Science in «Banking & Finance » at the Zurich University of Applied Sciences. Before completing his Bachelor of Science UAS Zurich in “Engineering and Management” with specialization in “Business Mathematics”, he accomplished an apprenticeship as constructor in civil engineering.
Manuel Känzig
Manuel Känzig, Investment Solutions
manuel.kaenzig@finreon.ch
+41 71 230 08 32
Manuel Känzig is part of the investment solutions team at Finreon. Prior to that, he worked in the Chief Investment Office of UBS. Manuel Känzig holds a master's degree in «Quantitative Finance» offered jointly by the University of Zurich and the ETH Zurich and a bachelor's degree in «Banking and Finance» from the University of Zurich.
Philippe Kuttler
Philippe Kuttler, Business Development
philippe.kuttler@finreon.ch
+41 71 230 08 38
Philippe Kuttler is a Senior Institutional Sales at Finreon. Prior to joining Finreon, he spent several years in England working for leading asset management firms including Dimensional Fund Advisors where he was in charge of continental European institutional clients. He was also Head External Asset Management at compenswiss. Philippe Kuttler holds a Master of Arts in Economics from the University of St.Gallen (HSG) and is a Chartered Financial Analyst (CFA).
Felix Leontyev
Felix Leontyev,
felix.leontyev@pss.swiss
+41 71 230 08 36
Felix Leontyev is responsible for the technology platform at PSS AG. He gained experience during his career as a Development Team Lead and Project Manager at the ETH Spin-off AutoForm, a leading software company within the field of automotive industry. In his last position he was realizing products for workflow management and implemented process integration projects.
Felix Leontyev graduated in Computer Science Dipl. Inf. (FH) at the University of Applied Science Rosenheim and holds additional postgraduate degrees in General Management and Business Administration.
Severin Lienhard
Severin Lienhard, Business Development
severin.lienhard@finreon.ch
+41 71 230 08 05
Severin Lienhard is a member of the Business Development team at Finreon. Currently, he is pursuing his studies towards a Master of Arts in «Banking and Finance» with Minor in «Behavioral Economics» at the University of Zurich. After the completion of his studies for the Bachelor of Arts in «Economics» and the Bachelor of Science in «Sports Science and Economics» at the University of Basel, he completed an Internship in the Product Management and Project Proposal Management team of the Institutional Clients division at Credit Suisse. He gained further practical experience in the Private Equity Mandate Solutions department at Ardian.
Felix Löhrhoff
Felix Löhrhoff, Investment Solutions
felix.loehrhoff@finreon.ch
+41 71 230 08 12
Felix Löhrhoff is part of Finreon´s Investment Solutions team. After completing his Bachelor degree in Economics from the University of Zurich, he graduated from Imperial College London with a Master of Science in Finance. During and after his studies, Mr. Löhrhoff worked as a part-time student in Investment Management (Zurich Insurance) and completed internships in the Mergers & Acquisitions (BNP Paribas) and Private Equity (Ardian) industries. Prior to joining Finreon AG, he worked for two years in the FX and Derivatives Sales team at BNP Paribas (Suisse) SA.
Dr. Thomas Pfiffner
Dr. Thomas Pfiffner, Head of Smart Beta
thomas.pfiffner@finreon.ch
+41 71 230 08 22
Dr. Thomas Pfiffner is member of the Investment Solutions team at Finreon. Previously, he has been working as Head Indexing at Vescore as well as Head Equity Portfolio Management at 1741 Asset Management (former Wegelin & Co. Asset Management). Dr. Thomas Pfiffner holds a Master of Arts in «Economics» with a focus on «Finance» (lic.oec.HSG). He further holds a Ph.D. HSG in financial markets theory with a focus on «Asset liability methods for pension funds and private investors» (Dr.oec.HSG). Moreover, Dr. Pfiffner received the Wiliam F. Sharpe Indexing Achievement Award which honours his research contribution on alternative indexing methods.
Joachim Plath
Joachim Plath, Investment Solutions
+41 71 230 08 11
Joachim Plath is part of Finreon’s Investment Solutions team. Before, he worked as an Analyst in Accenture’s Financial Service practice, as well as in the Credit Risk department of Mercedes Benz Bank. Mr. Plath holds a Master of Science in Economics and Business Administration from the University of Ulm.
Stefan Scheuermann
Stefan Scheuermann, Investment Solutions
stefan.scheuermann@finreon.ch
+41 71 230 08 01
Stefan Scheuermann is a member of the Investment Solutions Team at Finreon. Before joining Finreon, he was working as a client relationship manager in Private Banking at St. Galler Kantonalbank. He is holding a diploma in business administration from the Akademie St. Gallen. Currently, he is pursuing his studies towards a Bachelor of Science in «Service Design» at HTW Chur.
Lukas Schlunegger
Lukas Schlunegger, IT
lukas.schlunegger@finreon.ch
+41 71 230 08 06
Lukas Schlunegger is IT System Administrator of Finreon. He is currently pursuing his Bachelor of Science in Computer Science at University of Applied Sciences in Rapperswil. Previously, he worked in the IT-Team of Novotrade Reimann GmbH. Before his studies, he completed an apprenticeship as IT-Specialist in System Engineering.
Benjamin von Haase
Benjamin von Haase, Head of Risk Control & Multi Asset
+41 71 230 08 19
Benjamin von Haase has several years of experience in quantitative asset management. He is a member of Finreon´s investment solutions team. Before joining Finreon, he worked as a portfolio manager, quantitative researcher and quantitative investment strategist for Vescore and Tom Capital. Benjamin von Haase holds a Master of Science in «Money & Finance» from Goethe University Frankfurt and a diploma in «Accounting, Finance & Controlling» from Pforzheim University of Applied Sciences. He is a CFA® charterholder.
Anna Vasileva
Anna Vasileva, Investment Solutions
+41 71 230 08 25
Anna Vasileva is part of the Investment Solutions team at Finreon and is currently pursuing a Master Degree in Banking & Finance with a major in Data Science at the University of Zurich (UZH). She is also a member of the Portfolio Management Program at UZH, which is offered in collaboration with P&K Pühringer Gemeinnützige Stiftung and ZZ Asset Management (Schwitzerland) AG. Miss Vasileva holds a Bachelor of Science in International Business Administration and gained professional experience in Private Banking at UniCredit Bank AG and in Risk Management at Gazprom during her bachelor studies.
Dr. Christian Vial
Dr. Christian Vial, Head of Inovation & Research
christian.vial@finreon.ch
+41 71 230 08 03
Christian Vial, Ph.D. is Head of Innovation und Research at Finreon. Previously, he worked for Kraus Partner Investment Solutions as project manager of Global Tactical Asset Allocation solutions and for Vescore (formerly 1741 Asset Management) as quantitative developer of indexing (smart beta) products. He gained further professional experience at Notenstein Private Bank in Quantitative Strategies und Research and at Credit Suisse in Investment Risk. Christian Vial obtained his Ph.D. in Finance from the University of St.Gallen (HSG) with a research focus on filtering methods. He further holds a Master of Arts in Banking and Finance and a Bachelor of Arts in Business Administration from the University of St.Gallen (HSG). His Master's thesis was awarded with the Credit Suisse Prize for the best graduation thesis of his semester.
Dominic Walz
Dominic Walz, Business Development
dominic.walz@finreon.ch
+41 71 230 08 28
Dominic Walz is a member of Finreon's Business Development Team. He is currently pursuing his Master of Arts in «Accounting & Finance» at the University of St. Gallen. Before joining Finreon, he gained practical experience in management consulting and the financial industry.
Luana Willmann
Luana Willmann, Business Development
luana.willmann@finreon.ch
+41 71 230 08 28
Luana is member of the Business Development team at Finreon. She completed her apprenticeship as a commercial clerk at Login, a subsidiary of SBB. In her previous position she was a sales and marketing assistant in a champagne company. She is currently attending the covational business school.
Julian Wössner
Julian Wössner, Business Development
+41 71 230 08 37
Julian Wössner is a member of Finreon's Business Development Team. He holds a Master of Arts in "Banking & Finance" from the University of St. Gallen (HSG) and a Bachelor of Science from the Technical University of Munich (TUM) in "Management & Technology". Previously, he worked in Audit & Assurance at Deloitte and in Private Wealth Management at Sal. Oppenheim.
Careers
Finreon is growing and hence constantly seeking for new talents in the area of investment solutions development, as well in the business development. We offer the possibility to directly participate and to take on responsibility at an early stage. Vacancies are listed below. Unsolicited applications are welcome at any time if you as a candidate fulfill one of the following profiles:
For a job with a quantitative focus, you should be interested in finance with a focus on quantitative asset and risk management. Ideally you graduated from university (finance, mathematics or similar) or seek for (or hold) a PhD with a quantitative focus and you are looking for a flexible employment for the rest of your studies. Additionally, very good quantitative and IT knowledge as well as language skills are very much appreciated.
For an employment in the business development, you should exhibit a communicative personality with a strong affinity for marketing, sales and finance. Ideally, you graduated from university or university of applied sience. Furthermore, you should possess good asset management knowledge as well as an excellent spoken and written command.
We can offer a flexible job (also combined with PhD studies), a dynamic work environment and a long term perspective for your career development.
Feel free to contact us directly for further information. Please send your complete application (including your CV, grades, references, letter of motivation) to Mrs. Michelle Ceppi (michelle.ceppi@finreon.ch)
Vacancies
job descriptions available only in German.
(please refer to the German website version)
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