Primary Job Title Partner Primary Organization Fintool
Location Zurich, Switzerland, Europe Regions Europe, Middle East, and Africa (EMEA) Gender Male
LinkedIn View on LinkedIn
Erwin W. Heri is a "hybrid" in the international financial marketplace. Trained (studies, doctoral, postdoctoral) in Bern, Basel, Ann Arbor and Stanford, he worked as a lecturer and later Professor of Economics and Applied Statistics at the University of Basel before joining the banking and finance practice turned. In his practical
activity as an investment manager, he was responsible for well over CHF 100 billion First, as a guide in charge of the entire research, and the investment and fund business of the former Bank Corporation Group (now UBS), then as a financial and investment Executive Board of Winterthur Insurance Group, as chairman of the investment committee of Federal Pension Fund (Publica) and, finally, as Chief Executive Officer and Chief Investment Officer of Credit Suisse Financial Services. From 2003 to 2013, Prof. Heri was Chairman of an international listed banking group in Zurich (Valartis Bank). At the moment he is working on the development of an internet portal for financial literacy ( www.fintool.ch). He also manages a range of investment and financial mandates and, among other things, manages a British family office in Switzerland. Throughout his time in financial and investment practice, he maintained his status as a professor at the University of Basel, lectured there and supervised his doctoral students. He supervised research seminars and published. The research areas have always been in the field of practical applications of theoretical financial market research, and a major concern has been the "translation" of the financial language and financial products for "the man in the street". Thus, in addition to scientific work, a series of popular scientific treatises emerged, of which the "Eight Commandments of the Investment" of 1999 developed into a bestseller. Academic activities include lecturing at the University of Basel and at the Swiss Finance Institute in Zurich, doctoral student supervision, as well as publications and lectures.
