Thierry Borgeat, CFA

Learn. Invest. Grow. Together with arvy.

Zurich, Zurich, Switzerland

About

@ThierryBorgeat Aktien mit einer Good Story 📑 & Good Chart 📈 | Global Long-Term Quality Compounder 🏰 | In investing, you need to be a little bit of a philosopher as well

Experience

  • Co-Founder at arvy
    Feb 2023 - Present · 3 yrs 5 mos

    arvy’s Mission: Professionelle Anlagestrategien und Informationen wurden bis anhin normalen Anlegern vorenthalten, dies möchten wir mit arvy ändern und allen zugänglich machen. Wir sind überzeugt, dass auch normale Anleger ihre langfristige finanzielle Unabhängigkeit erreichen können. Es benötigt lediglich einen guten Plan, die richtigen Anlageinstrumente, einen erfahrenen Piloten, der mit den richtigen Informationen und Tipps dich erfolgreich ans Ziel bringt. Somit wollen wir die Investment-Erfahrung schaffen, die wir uns schon vor Jahren für uns selbst gewünscht hätten. Unsere Philosophie, alle mit auf die Reise des Investierens mitzunehmen, ist auch Teil des Namens in arvy, die “Voyage”.

  • Co-Founder at culturee
    Dec 2022 - Present · 3 yrs 7 mos

    www.culturee.ch | Corporate culture is the cornerstone of any successful organization. Company culture is often overlooked — and yet it is among the most important criteria for a company’s success. Simply put, culture is an organization’s DNA. Building culture requires time and effort. We are here to help – with the culturee vest. A vest customized and branded with your company logo, which improves identification and cooperation between employees Our culturees have purchased our branded, embroidered and customized vests for: - Their own employees - The new employee starter kit - Brand Ambassadors - Clients, prospects and friends - Corporate and networking events like fairs or sporting events ... or for a cozy warm evening in front of the fireplace as well as in the Swiss mountains 😊

  • Investment Manager at Tramondo Investment Partners AG
    Nov 2018 - Jan 2023 · 4 yrs 3 mos

    Tramondo Investment Partners AG is the investment arm of a multi-family office group that has been in existence for over 40 years and is an FINMA regulated asset manager. Built the firm's asset management unit. Performance responsibility for +400m USD AuM. Received recognition from several independent award and rating agencies, such as 5* Morningstar rating for 3 and 5 year track record, EuroHedge Newcomer Shortlisted in 2020, Citywire Top50 Swiss independent asset managers. Main Focus on Equity Funds: Lead-PM Dynamic Equity Opportunities ($200m+ AuM, 5-star Morningstar rated over three and five years) Co-PM Global Macro Strategy ($50m+ AuM, EuroHedge Newcomer Shortlisted in 2020) Co-PM Dynamic Equity Europe ($20m+ AuM) Co-PM NextGeneration ($30m+ AuM)

  • Vontobel (4 yrs 5 mos)
    • Global Investment Strategist
      Nov 2017 - Oct 2018 · 1 yr

      CIO Office

    • Investment Manager
      Sep 2014 - Oct 2017 · 3 yrs 2 mos

      Advisory / Discretionary Portfolio Management, Multi Assets

    • Summer Internship Investment Office
      Jun 2014 - Aug 2014 · 3 mos

      Investment Office, Multi Assets

  • Summer Internship Asset Management at Pictet Asset Management
    Jul 2013 - Sep 2013 · 3 mos

    Balanced & Multi Assets, Quants and Technical Analysis