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Marco Rubli

Director

Zürich, Schweiz

+41 44 533 10 25

Marco Rubli has more than 15 years of experience in the Swiss financial industry and worked in various positions for large and private banks. Most recently, he was responsible for the investment business of an independent asset manager. Marco Rubli joined Belvalor on November 1, 2023.

Education and Qualifications

  • Chartered Alternative Investment Analyst (CAIA)
    2020
  • Chartered Financial Analyst (CFA)
    2019
  • Green Finance Certificate
    2018
  • Master of Science (Msc) in Business Administration, full-time
    2017
  • Master of Business Administration (MBA), full-time
    2016
  • Bachelor of Business Administration (Bsc) with specialization in Banking & Finance, part-time
    2015

Professional

  • Belvalor AG
    since 2023
  • Analyst & Portfolio Manager at a renowned independent asset manager in Zurich

    2021 – 2023

  • Client Advisor at Bank J. Safra Sarasin in Zurich
    2018 – 2021
  • Senior Sales Manager at Credit Suisse in Zurich
    2017 – 2018
  • Investment Funds Execution Trader (with management function) at UBS in Zurich, assignment in Singapore
    2010 – 2015
  • Hedge Funds and Alternative Investments Execution Trader at Bank Julius Bär in Zurich
    2007 – 2010
  • Apprenticeship with vocational baccalaureate at Bank Julius Bär in Zurich
    2004 – 2007

Nationality

Swiss

Languages

German and English