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Yves Bonzon
Chief Investment Officer at
JULIUS BÄR GRUPPE AG
Net worth: 5 M $ as of 2026-03-30
Profile
Mr. Yves Bonzon is a Chief Investment Officer at Julius Bär Gruppe AG and a CIO & Member of the Executive Board at Bank Julius Bär & Co. AG. He joined the firm in 2016. He is also a Member of the Board of Directors at ISREC Foundation in Lausanne and at Kairos Investment Management Limited in London. From 1998 to 2015 he was employed as a Chief Investment Officer by Banque Pictet & Cie SA. He started his career in 1989 as a Junior Private Banker. In 1990, he moved to the Investment Committee Private Banking of Pictet. From 1997 to 1998 he was a Member of the Executive Committee of Private Banking. He holds a Degree in Economics (lic. oec. HEC) from the University of Lausanne.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-12-30 | 74,079 ( 0.04% ) | 5 M $ | 2026-03-30 |
Yves Bonzon active positions
| Companies | Position | Start |
|---|---|---|
| JULIUS BÄR GRUPPE AG | Chief Investment Officer | 2019-12-31 |
Bank Julius Bär & Co. AG
 Bank Julius Bär & Co. AG Investment ManagersFinance BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way. | Chief Investment Officer | 2015-12-31 |
ISREC Foundation
 ISREC Foundation Miscellaneous Commercial ServicesCommercial Services Provides resources for the support of translational cancer research projects | Director/Board Member | - |
Verbier Festival
 Verbier Festival Investment Trusts/Mutual FundsMiscellaneous Foundation/Endowment | Director/Board Member | - |
International Center for Monetary & Banking Studies | Director/Board Member | - |
Former positions of Yves Bonzon
| Companies | Position | End |
|---|---|---|
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way. | Chief Investment Officer | 2019-11-30 |
Banque Pictet & Cie SA
 Banque Pictet & Cie SA Investment ManagersFinance Banque Pictet & Cie constructs portfolios of investments in large companies with stable earnings, balanced by shorter-term positions in stocks that have been mispriced or have the potential for recovery for bonds and equities. The fixed-income component generally includes core holdings of investment-grade sovereign debt and corporate bonds, complemented by opportunistic investments in high-yield corporate bonds and local currency emerging-market debt. Their fund mandates are managed by the team responsible for discretionary portfolios of mutual funds, exchange-traded funds and other pooled vehicles, operating on the principle of open architecture, selecting best-in-class Pictet or external funds. The firm also offers special mandates, such as absolute return mandates. | Chief Investment Officer | 2015-12-30 |
Banque Pictet & Cie SA (Investment Management)
 Banque Pictet & Cie SA (Investment Management) Investment ManagersFinance Pictet-IM invests in, manages and advises on alternative investment portfolios. | Chief Investment Officer | 2015-12-30 |
Training of Yves Bonzon
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
66
1st degree connections
8
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance BJB’s investment approach is founded on a four-step investment process through which they aim to manage risk and returns in a systematic way. | Finance |
Banque Pictet & Cie SA
Banque Pictet & Cie SA Investment ManagersFinance Banque Pictet & Cie constructs portfolios of investments in large companies with stable earnings, balanced by shorter-term positions in stocks that have been mispriced or have the potential for recovery for bonds and equities. The fixed-income component generally includes core holdings of investment-grade sovereign debt and corporate bonds, complemented by opportunistic investments in high-yield corporate bonds and local currency emerging-market debt. Their fund mandates are managed by the team responsible for discretionary portfolios of mutual funds, exchange-traded funds and other pooled vehicles, operating on the principle of open architecture, selecting best-in-class Pictet or external funds. The firm also offers special mandates, such as absolute return mandates. | Finance |
University of Lausanne
 University of Lausanne Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Julius Bär Gruppe AG
 Julius Bär Gruppe AG Financial ConglomeratesFinance Provides wealth management services | Finance |
Verbier Festival
Verbier Festival Investment Trusts/Mutual FundsMiscellaneous Foundation/Endowment | Miscellaneous |
International Center for Monetary & Banking Studies | |
Banque Pictet & Cie SA (Investment Management)
Banque Pictet & Cie SA (Investment Management) Investment ManagersFinance Pictet-IM invests in, manages and advises on alternative investment portfolios. | Finance |
ISREC Foundation
ISREC Foundation Miscellaneous Commercial ServicesCommercial Services Provides resources for the support of translational cancer research projects | Commercial Services |
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