Stephan Vollert

Head of Research & Analyses

Stephan H. Vollert has been working in research for 2 decades and in portfolio management for over 5 years. On the sell-side until 2014, his key focus was on Swiss medtech and Swiss & German media companies. Since 2014, he has been enhancing and expanding his expertise in equities considerably with bonds and in portfolio management. He graduated at the University of Zurich where he obtained a Masters degree in Finance (MA UZH / lic.oec.publ.).

Education

  • Master of Arts in Finance of the University of Zurich (MA UZH / lic.oec.publ.), Zurich
    2007
  • Final Thesis: «Valuation of Intangible Assets – Study about the Valuation of Soccer Players»
  • Semester Thesis: «Company Report on Phonak in the Style of a Sell-side Financial Analyst»
  • English Language Training incl. Computer-based TOEFL Test, Boston/USA
    2000
  • University-Entrance Diploma, Type C (Mathematics and Natural Sciences), Urdorf/SUI
    2000

Professional

  • Belvalor AG, Zurich: Head of Research & Analyses

    since 1.8.2020

  • (Neue) Helvetische Bank AG, Zurich: Private Banking / Asset & Wealth Management / Corporate Finance Senior Investment Analyst / Investment Advisor / Portfolio Manager Member of the Investment Committee
    2014-2020
  • NZB Neue Zürcher Bank AG / MainFirst Schweiz AG, Zurich: Investment Banking, Senior Equity Analyst
    2010-2014
  • Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. / Macquarie Securities Group, Zurich: Investment Banking, Equity Analyst
    2006-2010
  • Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd., Zurich: Investment Banking, Research Assistant
    2005
  • Bank Julius Bär & Co. Ltd. / Kepler Equities (formerly Julius Bär Brokerage), Zurich Investment Banking, Research Assistant
    2001-2005

Nationality

German (born in Switzerland)

Languages

German and English

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