Stephan Vollert

Head of Research & Analyses

Zürich, Schweiz

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