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Roger W. Fritz, Partner

Roger Fritz Valeria Capital AG
Valeria Capital AG



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 Germany. Member of the Investment Committee

2018 – 2021
Senior Portfolio Manager at BHA Partners AG in Zürich, an Independent Asset Management Company. Management and support of discretionary, globally diversified portfolios of clients mainly from German-speaking countries as well as the UK

2009 – 2018
Establishment and expansion of the Zurich Branch of the Private Bank Baumann & Cie, Banquiers. Management and expansion of own clients with focus on Germany and Switzerland

1997 – 2009
Team leader with responsibility for the German market at Pictet & Cie, Zurich as Senior Portfolio Manager and Senior Relationship Manager. Support of international private clients and foundations and managing globally diversified portfolios

1995 - 1996

Establishment and management of the representative office of Swiss Bank Corporation in Hamburg as Senior Representative. Development of the acquisition strategy and the marketing concept for the Northern German market and support of private clients

1977 - 1995

From 1989 Department Head in the Private Banking Sector at Credit Suisse in Zurich. Responsible for the management of own client portfolios as Senior Portfolio Manager


1987/1988 worked abroad at Credit Suisse Trust & Banking in Tokyo as Portfolio Manager for the management of institutional, internationally diversified portfolios

Banking apprenticeship (1977-1980) at Credit Suisse in Zurich followed by internship and further trainings within the bank


1994 - 1996

Swiss Banking School

1988 - 1991

Betriebsökonom KSZ Kaderschule Zürich


International Banking School, Credit Suisse New York, USA


German, English, French and some Italian

My personal craft skills

Teambuilding and looking after long term relationships!

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