Roman von Ah
Director/Board Member at SWISSINVEST REAL ESTATE INVESTMENT FUND
Profile
Dr. Roman von Ah is a Founding Partner & Managing Partner at Swiss Rock Asset Management AG.
He is on the Board of Directors at Azek AG and Swissinvest Real Estate Investment.
He sits on the Executive Committee of the Swiss Financial Analysts Association (SFAA) and is Chairperson of the Board of Directors of the Swiss Training Centre for Investment Professionals (AZEK), where he has lectured on the subject of derivative financial instruments, bonds, and wealth management for over ten years.
He began his career with UBS as a portfolio manager for global institutional clients.
This was followed by a period with IST as a portfolio manager and pension fund advisor.
He sat on the Group Executive Board of Swissca Group and held the position of CEO at Swissca Portfolio Management AG with responsibility for over CHF 50 billion of assets under management.
Before joining Swiss Rock, he sat on the Executive Board of Julius Bär Group, Switzerland’s biggest private bank, where he was responsible for the Asset Management division, with global responsibility for CHF 120 billion of assets under management.
Dr. von Ah studied economics at the University of Freiburg, where he also took a doctorate while pursuing his career.
Roman von Ah active positions
| Companies | Position | Start |
|---|---|---|
| SWISSINVEST REAL ESTATE INVESTMENT FUND | Director/Board Member | - |
Swiss Rock Asset Management AG
 Swiss Rock Asset Management AG Investment ManagersFinance Swiss Rock Asset Management AG (Swiss Rock) is an independent Swiss fund management firm which was founded by Klaus Mutschler and Roman von Ah in 2007. Based in Zurich, the firm invests their own family assets and partnership capital in specially designed investment funds. Their asset management services include portfolio management for investment funds and institutional customers and asset management for private customers. They also act as representatives for their own and third-party non-Swiss investment funds and market their own and third-party Swiss and non-Swiss investment funds. | Chief Executive Officer | 2006-12-31 |
Azek AG
 Azek AG Miscellaneous Commercial ServicesCommercial Services Azek AG offers various training programs for Swiss financial professionals, including courses such as CIIA, CIWM, ESG, CESGA, ESG-CA, FINSA, FMO, and FMT. The private company is based in Bulach, Switzerland. Upon completion, successful participants are awarded the Federal Diploma of Technician in Financial Market Operations (FMT). Additionally, the ESG-CA course qualifies advisors to competently inform their clients about ESG and suggest sustainable investment solutions. The CEO of the Swiss company is Andreas Jacobs. | Director/Board Member | - |
Former positions of Roman von Ah
| Companies | Position | End |
|---|---|---|
Bank Julius Bär & Co. AG
 Bank Julius Bär & Co. AG Investment ManagersFinance Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices. | President | 2006-04-27 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices. | Finance |
Swiss Rock Asset Management AG
Swiss Rock Asset Management AG Investment ManagersFinance Swiss Rock Asset Management AG (Swiss Rock) is an independent Swiss fund management firm which was founded by Klaus Mutschler and Roman von Ah in 2007. Based in Zurich, the firm invests their own family assets and partnership capital in specially designed investment funds. Their asset management services include portfolio management for investment funds and institutional customers and asset management for private customers. They also act as representatives for their own and third-party non-Swiss investment funds and market their own and third-party Swiss and non-Swiss investment funds. | Finance |
Swissinvest Real Estate Investment
 Swissinvest Real Estate Investment Investment Trusts/Mutual FundsMiscellaneous Swissinvest Real Estate Investment operates as a closed-end investment Fund. The company was founded in 2006 and is headquartered in Zurich, Switzerland. | Miscellaneous |
Azek AG
Azek AG Miscellaneous Commercial ServicesCommercial Services Azek AG offers various training programs for Swiss financial professionals, including courses such as CIIA, CIWM, ESG, CESGA, ESG-CA, FINSA, FMO, and FMT. The private company is based in Bulach, Switzerland. Upon completion, successful participants are awarded the Federal Diploma of Technician in Financial Market Operations (FMT). Additionally, the ESG-CA course qualifies advisors to competently inform their clients about ESG and suggest sustainable investment solutions. The CEO of the Swiss company is Andreas Jacobs. | Commercial Services |
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