Network origin in Sergio Leoni first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
101
| Subsidiary | Investment Managers | 101 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Sergio Leoni via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| UBS | Investment Managers | Corporate Officer/Principal Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal | |
GAM Investment Management (Switzerland) AG
 GAM Investment Management (Switzerland) AG Investment ManagersFinance GAM Investment Management (Switzerland) AG (GAM Switzerland) is an asset management firm headquartered in Zurich, Switzerland. The firm was founded in 1983 and is owned by GAM Holding AG (SWX: GAM, ADR: GMHLY). GAM Switzerland provides active investment solutions and products for institutions, financial intermediaries and private investors. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Head-Equity Investments Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Director/Board Member Portfolio Manager-Equities | |
| GAM HOLDING AG | Investment Managers | Director of Research - Equity Chairman Director/Board Member Chairman | |
Banque Pictet & Cie SA
 Banque Pictet & Cie SA Investment ManagersFinance Banque Pictet & Cie SA is an independent Swiss private bank which specializes in asset and wealth management. Headquartered in Geneva, the firm was founded in 1805 to manage the wealth of private and institutional investors. They do not engage in investment banking and do not issue commercial, mortgage or unsecured loans. | Investment Managers | Chief Investment Officer | |
Swisscanto Fondsleitung AG
 Swisscanto Fondsleitung AG Investment ManagersFinance Swisscanto Fondsleitung AG (Swisscanto) is the wholly-owned fund management subsidiary of State-owned Zurcher Kantonalbank in Switzerland. Formerly known as Swissca Fondsleitung AG, the firm was founded in 1993 as a joint venture between the Swiss Cantonal Banks. Headquartered in Zurich, Swisscanto provides fund management services for the entire Swisscanto Invest fund range and also for various private label funds. Their clients include banks, pension funds, insurance companies, fund management companies and investment foundations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Vontobel Asset Management AG
 Vontobel Asset Management AG Investment ManagersFinance Vontobel Asset Management AG (Vontobel AM) is the asset management subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Founded in 1988, the firm is headquartered in Zurich and manages assets for institutional clients and the Vontobel Group's pension funds. Vontobel AM is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Head-Equity Investments Head-Equity Investments Analyst-Equity | |
Credit Suisse AG
 Credit Suisse AG Investment ManagersFinance Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Comptroller/Controller/Auditor Portfolio Manager-Equities | |
| VP BANK AG | Major Banks | Chief Executive Officer Chief Executive Officer | |
Bellevue Asset Management AG
 Bellevue Asset Management AG Investment ManagersFinance Bellevue Asset Management AG (Bellevue AM) is the wholly-owned asset management subsidiary of Bellevue Group AG (SWX: BBN), an independent Swiss financial group. The firm is headquartered in Küsnacht, Switzerland and has additional offices in Germany, Austria and Luxembourg. Founded in 1993, Bellevue AM provides a diverse spectrum of top-tier investment solutions with a focus on global healthcare sector for private and institutional clients. They offer their flagship investment vehicle, the listed investment company BB Biotech AG. | Investment Managers | Director of Research - Equity Head-Equity Investments Portfolio Manager-Equities | |
| BANK OF CHINA LIMITED | Major Banks | Director/Board Member Corporate Officer/Principal | |
Deutsche Bank (Suisse) SA
 Deutsche Bank (Suisse) SA Investment Banks/BrokersFinance Deutsche Bank (Suisse) SA provides banking services and financial solutions to private and institutional clients. The firm specializes in providing wealth management and investment consulting services to private customers. It also offers asset management solutions to institutional clients. The company was founded in 1980 and is headquartered in Geneva, Switzerland. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of St. Gallen | College/University | Doctorate Degree Graduate Degree Doctorate Degree | |
| University of Zurich | College/University | Graduate Degree Doctorate Degree Undergraduate Degree Doctorate Degree | |
| Swiss Federal Institute of Technology | College/University | Graduate Degree Undergraduate Degree Doctorate Degree Graduate Degree | |
| University of Lausanne | College/University | Undergraduate Degree Graduate Degree | |
| International Institute for Management Development | College/University | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Kepler Cheuvreux SA (Switzerland)
 Kepler Cheuvreux SA (Switzerland) Investment Banks/BrokersFinance Kepler Cheuvreux SA (Switzerland) (Kepler Cheuvreux Switzerland) is the Swiss broker/dealer division of Kepler Cheuvreux SA in France. The firm was founded in 1999 and is headquartered in Zurich. Kepler Cheuvreux Switzerland provides execution services platform that supports Equities, Fixed Income, Derivatives, ETFs, and Convertible Bonds. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Credit Suisse Private Banking (London Branch)
 Credit Suisse Private Banking (London Branch) Regional BanksFinance Part of UBS Group AG, Credit Suisse Private Banking (London Branch) provides private banking services. | Regional Banks | Corporate Officer/Principal | |
Credit Suisse Securities Europe Ltd (Switzerland)
 Credit Suisse Securities Europe Ltd (Switzerland) Investment Banks/BrokersFinance Credit Suisse Securities Europe Ltd. (Switzerland) is the Swiss broker/dealer division of Credit Suisse Securities Europe Ltd. in Great Britain. They are ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Headquartered in Zurich, the firm offers equities and fixed income sales and trading services, and provides access to a range of debt and equity securities, derivative products and financing opportunities across the capital spectrum for corporate, sovereign and institutional clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| Swiss Finance Institute | College/University | Corporate Officer/Principal | |
Swiss Bankers Association
 Swiss Bankers Association Miscellaneous Commercial ServicesCommercial Services Swiss Bankers Association operates bankers association. The company was founded by Robert U. Vogler in 1912 and is headquartered in Basel, China. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
Credit Suisse Brazil (Bahamas) Ltd.
 Credit Suisse Brazil (Bahamas) Ltd. Major BanksFinance Part of UBS Group AG, Credit Suisse Brazil (Bahamas) Ltd. operates as a commercial bank. | Major Banks | Corporate Officer/Principal | |
| JULIUS BÄR GRUPPE AG | Financial Conglomerates | Director/Board Member Chief Investment Officer Director/Board Member Chief Investment Officer Director of Finance/CFO Chief Investment Officer Chief Executive Officer Chief Executive Officer Public Communications Contact General Counsel Chief Executive Officer Chief Executive Officer Corporate Officer/Principal | |
Stiftung Avenir Suisse
 Stiftung Avenir Suisse Investment Trusts/Mutual FundsMiscellaneous Stiftung Avenir Suisse develops ideas for the sociopolitical and economic development of Switzerland. It comprises of companies and private individuals from all economic branches and regions of Switzerland. The company was founded in 1999 and is headquartered in Zurich, Switzerland. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Vereinigung Schweizerischer Handels & Verwaltungsbanken | President | ||
| Verbier Festival | Investment Trusts/Mutual Funds | Director/Board Member | |
| Cessouest School | College/University | Undergraduate Degree | |
| Credit Suisse Investment Research Group | Corporate Officer/Principal | ||
| The Institute of Financial Services | College/University | Graduate Degree | |
| PATRIMONIUM PROPERTY ADVISORS - SWISS REAL ESTATE FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member | |
| Liechtensteinischer Bankenverband eV | Director/Board Member | ||
| Banque Pictet & Cie SA (Investment Management) | Investment Managers | Chief Investment Officer | |
Bank Julius Bär & Co. AG (Research Firm)
 Bank Julius Bär & Co. AG (Research Firm) Investment ManagersFinance Bank Julius Bär & Co. AG (Research Firm) is the investment research division of Bank Julius Bär & Co. AG, which is owned by Julius Bär Group AG (SWX: BAER) in Switzerland. Headquartered in Zurich, the firm provides information and investment research content on equities, fixed income, currencies and commodities. | Investment Managers | Director of Research - Equity Chief Executive Officer Corporate Officer/Principal | |
Bank J. Safra Sarasin AG (Investment Management)
 Bank J. Safra Sarasin AG (Investment Management) Investment ManagersFinance Bank J. Safra Sarasin AG (Investment Management) (J. Safra Sarasin-IM) is the investment management division of Bank J. Safra Sarasin AG, a private banking firm headquartered in Basel, Switzerland. Founded in 1841, the firm is owned by J. Safra Sarasin Holding AG, which is ultimately held by JS International Holdings Ltd. in The Bahamas. J. Safra Sarasin-IM actively manage assets for private and institutional clients. | Investment Managers | Chief Investment Officer Analyst-Equity | |
ISREC Foundation
 ISREC Foundation Miscellaneous Commercial ServicesCommercial Services ISREC Foundation provides resources to support translational cancer research projects. The non-profit company is based in Epalinges, Switzerland. | Miscellaneous Commercial Services | Director/Board Member | |
Liechtenstein Chamber of Commerce & Industry
 Liechtenstein Chamber of Commerce & Industry Miscellaneous Commercial ServicesCommercial Services Liechtenstein Chamber of Commerce & Industry (LCCI) is a private association with voluntary membership based in Vaduz, Liechtenstein. LCCI represents the interests of its roughly 40 Liechtenstein member companies, which include large industrial companies, major banks, and service providers. The Liechtensteiner company actively contributes towards developing and maintaining an interesting business environment as well as sustaining the competitiveness of the Liechtenstein business location. LCCI provides the certificate of origin and certification service assigned to it in 1949. The main tasks are the checking as well as legalizing of export documents and the issuing of customs documents for the temporary export of goods (carnets ata). The private company was founded in 1947 by Brigitte Haas and renamed Liechtenstein Chamber of Commerce and Industry in 1980. The CEO is Klaus Risch. | Miscellaneous Commercial Services | Director/Board Member | |
Umblin AG
 Umblin AG Investment ManagersFinance Umblin AG is an independent wealth management firm headquartered in Zurich, Switzerland. The firm was founded by Marco Parolini in 2003 and they provide asset management services to private investors. | Investment Managers | Investment Committee Member | |
| Association of Swiss Asset & Wealth Management Banks | Investment Managers | President Director/Board Member Director/Board Member | |
| Credit Suisse Private Banking (Singapore) | Corporate Officer/Principal | ||
| Fondation Du Festival Et Académie De Verbier | Corporate Officer/Principal | ||
| Blueorchard SA | Director/Board Member | ||
Bank Julius Bär & Co. Ltd. /CH/
 Bank Julius Bär & Co. Ltd. /CH/ Major BanksFinance Part of Julius Bär Gruppe AG, Bank Julius Bär & Co. Ltd. is a banking company based in Zurich, Switzerland. The Swiss company provides banking services. Philipp Rickenbacher has been the CEO of the company since 2009. | Major Banks | Director of Finance/CFO Chief Investment Officer Chief Operating Officer Chief Executive Officer | |
Skyviews Life Science SA
 Skyviews Life Science SA Investment ManagersFinance Skyviews Life Science SA is an independent venture capital firm headquartered in Grandvaux, Switzerland. The firm was founded in 2018. | Investment Managers | Founder | |
| BMW (Switzerland) AG | Sales & Marketing |
Statistics
International
| Switzerland | 43 |
| Liechtenstein | 4 |
| United Kingdom | 3 |
| China | 2 |
| Bahamas | 2 |
Sectoral
| Finance | 30 |
| Consumer Services | 9 |
| Commercial Services | 4 |
| Miscellaneous | 4 |
Operational
| Director/Board Member | 109 |
| Portfolio Manager-Equities | 84 |
| Corporate Officer/Principal | 78 |
| Analyst-Equity | 40 |
| Chief Executive Officer | 34 |
Most connected contacts
| Insiders | |
|---|---|
| Peter Küpfer | 33 |
| Boris F. J. Collardi | 21 |
| Man Yiu Chow | 18 |
| Thomas Thaler | 17 |
| Bernhard Hodler | 17 |
| René Schneider | 15 |
| Burkhard Varnholt | 14 |
| Philipp Rickenbacher | 14 |
| Dieter A. Enkelmann | 13 |
| Paul H. Arni | 12 |
| Kevin Michael Cassidy | 10 |
| Daniel Borel | 10 |
| Johannes A. de Gier | 9 |
| Xiao Lu Zhang | 9 |
| Urs Monstein | 8 |
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