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Marc B. Bourquin, Partner

OUR TEAM

Marc Bourqin Valeria Capital AG
Valeria Capital AG

Career

November 2021 – today

Partner at Valeria Capital AG. 

 

Senior Portfolio Manager, discretionary mandates as well as responsible for the Client Relationship Management of our key market Spain. Member of the Investment Committee

2017 – 2021

Managing Partner and CEO of Swiss Capital Wealth Management (Liechtenstein) AG, Vaduz.  Head of Portfolio Management and Chairman of the Investment Committee 

 

2011 – 2021

Managing Partner at Swiss Capital Wealth Management AG, Zurich.

Head of Portfolio Management and Chairman of the Investment Committee

 

2007 – 2011

Partner and Senior Relationship Manager at Swiss Capital Wealth Management AG, Zurich. Responsible for the Southern Europe region and the UK market

 

1995 – 2007

Member of the Executive Board and Senior Representative, Credit Suisse (Guernsey) Ltd, London

 

Leading a team of client relationship managers and responsibility for servicing HNWI's and institutional clients. Global marketing activities for Credit Suisse (Guernsey) Ltd.

 

1991 – 1995

Senior Portfolio Manager, Credit Suisse (Guernsey) Ltd, Guernsey

Responsible for the management of discretionary portfolios and member of the Investment Committee

 

1990 – 1991

Assistant Senior Representative, Credit Suisse (Guernsey) Ltd., London

Assisting client advisory and the acquisition of HNWI's and institutional clients

 

1988 – 1990

Junior Investment Advisor, Credit Suisse, Zürich

Education

1991

SFA Registered Representative, London

 

1980 - 1983

Commercial apprenticeship in banking

Languages

German, English, French, and Spanish

My personal craft skills

Traveling and experiencing new cultures and their culinary influences.

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