GAM Investments
Balz Bertschinger has extensive work experience in the finance industry. Balz started their career at Sunrise Communications AG in 1999, where they held various roles, including Organization and Process Engineer, Senior Manager Finance IT, Director Finance Wireline and Internet, and Director Finance - Business Customers. In 2008, they joined GAM Investments as the Head of Finance - Executive Director. Over the years, they progressed within the company and held positions such as Head of Finance - Managing Director and Head of Corporate Finance - Managing Director. Their responsibilities at GAM Investments included monitoring liquidity and regulatory capital adequacy, managing treasury activities, and overseeing corporate projects and group tax. Most recently, they served as the Deputy CFO (Group) before leaving the company in 2023.
Balz Bertschinger holds a Bachelor's Degree in Business Administration and Management, General, which they obtained from Zürcher Hochschule Winterthur from 1995 to 1998. Balz later pursued an Executive MBA from the University of St.Gallen, which they completed from 2005 to 2007. Additionally, they have obtained certifications in Sustainability Strategies and Corporate Finance: Environmental, Social, and Governance (ESG) from LinkedIn in 2021 and 2022, respectively.
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GAM Investments
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GAM Investments is an independent, pure play asset management group headquartered in Zurich. We excel by focusing on truly active management of differentiated investment strategies. With a 40-year heritage, we invest our clients’ capital using active strategies across discretionary, systematic and specialist solutions. As our industry evolves, we develop new products with global appeal and attractive returns to access new pools of client assets and to adapt to our clients’ changing needs. Collectively we manage CHF 64.9 billion* in assets for institutions, financial advisers and private investors. Our investment professionals, who on average have more than 14 years of industry experience, manage CHF 20.2 billion in client assets. In addition to investment management, we also offer private labelling solutions, such as management company and other support services, to third parties – a business that has grown to CHF 44.7* billion in assets over the past two decades. With around 541 people in 14 countries, we are a truly global firm in scale and resources, yet small enough to remain nimble and flexible to meet clients’ needs. By focusing on superior investment returns, a differentiated product offering, global distribution strength and operating efficiency we seek to deliver sustainable growth for all stakeholders. *all figures as at 30 September 2023