Current Issue «Focus»
- Is sustainable investment a sop to your conscience or the new growth driver?
The common sense investors – that’s who we are and how we work. We take a skeptical view of published research that merely reflects the general consensus of banks and brokers. We prefer to rely on our own expertise, our independent analysis, our many years of experience and our ability to clearly understand events occurring on the financial markets.
A wise man once said: “The best ideas come to me when I put myself in the client’s shoes.” We take the time to see things from your perspective and in line with your circumstances, interests and expectations, and then tailor the investments to your exact requirements. We offer you a level of service that truly deserves the description ‘personal and personalized’ and ‘independent’.
Your assets are in good hands with skilled and dedicated investment managers, who have years of experience in the field. That is however where the similarity with other asset managers ends. We are investors, not traders – equipped with a long-term perspective that extends far beyond current conditions in the investment world. Composure, transparency and a pragmatic approach are our main priorities.
Our history begins in 1990 with the formation of Burgauer Huser Aman & Partner Ltd. by the three eponymous partners. In 2013, the company is transferred from Marcel A. Burgauer, Arthur Huser and George P. Aman to the long-serving employees and current partners Pierre-Yves Eckard, Henrik Hedman, Urs Leuzinger and Reto A. Stoecklin. In December 2016, we set the course for the future with our new name BHA Partners Ltd.
Regula Baumberger (1959) successfully completed a commercial apprenticeship at the St. Galler Kantonalbank in Wil. Afterwards she broadened her knowledge at the Banque Cantonale Vaudoise in Lausanne, followed by two years in Canada, in order to enhance her English skills. Her professional career began in 1983 at the Wirtschafts- und Privatbank in Zurich, as a clerk in the emissions department. Afterwards she changed to Kraemer, Schwab & Co. AG, an independent asset management company, as an assistant of the three partners. Subsequently (1997), she worked at the ETH Zurich in the department for research and economic relations and later joined Intelliact AG, a spin-off company of the ETH in the field of mechanical engineering. In 2008 she joined BHA Partners Ltd. She assists the management with respect to client relations and is also responsible for the accounting.
Regula Baumberger is Swiss. She speaks German, English, French and some Spanish.
Pierre-Yves Eckard (1961) completed his education in Zurich (baccalaureate and university degree). In 1986 he took part in an internship program for university graduates at Crédit Suisse (Zurich) and subsequently gained his first work experience there. Hence, he spent five years in the trust department of a fiduciary company in Zurich. In 1994 he joined Bank Cantrade as an investment advisor, followed by eight years as investment manager in private banking at Lombard Odier & Cie. In June 2007 he joined BHA Partners Ltd. Principal Partner since October 2013.
Pierre-Yves Eckard is Swiss. He is fluent in German, French, Italian and English.
Brought up in Zurich, Roger Fritz started his professional career with Credit Suisse. He has 33 years of experience in international private banking. He is an alumni of the International Banking School of Credit Suisse, New York (1987), followed by an on the job assignment with Credit Suisse, Tokyo, where he was in charge of managing portfolios of institutional clients. From 1989 to 1995 he was looking after German clients (Northern Germany) for Credit Suisse, Zurich. In 1995 Roger Fritz was responsible for the opening of the representative office of Swiss Bank Corporation in Hamburg. After that he spent 13 years with Pictet & Cie, Zurich and in June 2009 opened the Zurich branch for Baumann & Cie, Banquiers. As of 01.08.2018 he joined BHA Partners Ltd.
Roger Fritz is a graduate of Kaderschule Zurich (BA KSZ) and the Swiss Banking School.
He is Swiss and speaks German, English, French and some Italian.
Henrik Hedman (1964) studied business administration and received his degree in Lund, Sweden. He worked for Svenska Handelsbanken in Stockholm, Luxembourg and Zurich between 1990 and 2005, before taking up a position with Bank Bellerive, Zurich. After spending roughly 3 years with the bank, achieving a position on the management board, he joined BHA Partners Ltd. in 2009. Principal Partner since October 2013.
Henrik Hedman is Swedish. He speaks Swedish and English.
Hans Hollenweger (1956) holds a degree in engineering of the Swiss Federal Institute of Technology in Zurich and started his professional career with a two-year assignment in Johannesburg, South Africa.
In 1984/85 he furthered his financial and investment knowledge and graduated with an MBA from INSEAD in Fontainebleau, France. He worked at Credit Suisse, Zurich, as a financial engineer and moved into asset management for institutional and large private clients in 1987.
He headed a unit for discretionary mandates and was a member of the strategy committee. In 1997 he moved to HSBC Guyerzeller Bank where he was personally managing discretionary portfolios for important international private clients and trusts. In 2010 he joined BHA Partners Ltd.
Hans Hollenweger is Swiss. He speaks German, English, French and some Italian.
Silke Kluyken Pfammatter (1968) grew up in Ticino and holds a master's degree in economics from the University of Zurich. She started her professional career in 1993 as a portfolio manager at Credit Suisse in Zurich. After several years of working in the Portfolio Management Unit as a senior portfolio manager, she transferred to the Private Banking Unit Switzerland working as a senior investment advisor. In January 2006 she joined Lombard Odier Co Ltd., being responsible for the Portfolio Management of the Swiss German market in Zurich in an executive position as well as being a member of the Investment Committee. Furthermore, she was responsible for managing discretionary mandates of large private clients, foundations and vested benefits portfolios of the Zurich branch. She is a European certified financial analyst and portfolio manager (CEFA).
In February 2016 she joined BHA Partners Ltd.
Silke Kluyken Pfammatter is Swiss. She speaks German, Italian, English and French.
Urs Leuzinger (1959) received his banking training at the Glarner Kantonalbank and spent two and a half years working in London and Geneva. He then attained federal certification as a banking specialist. In 1985 he started his career as an asset manager with Clariden Bank in Zurich, where he became Vice President in charge of important private clients. In 1993 he founded his own portfolio management company in Glarus with a branch located in the offices of BHA Partners Ltd., from which a close and fruitful cooperation has grown in the years since. Principal Partner since October 2013.
Urs Leuzinger is Swiss. He speaks German, English and French.
Caroline Meier (1965) grew up in Zurich. She completed a commercial apprenticeship at Rahn & Bodmer Banquiers. After several activities as assistant in the bank and sales business, she joined BHA Partners Ltd. in 2000. During her employment she successfully passed the education as assistant to the management and specialist in human resources. At BHA Partners Ltd. she assists the management with respect to client relations and payroll administration.
Caroline Meier is Swiss. She speaks German, English, French and some Italian.
Heinrich Mühlebach (1958) holds a master of arts degree in international economics and foreign affairs of the university of St. Gall. In 1984, he joined Credit Suisse as an economic advisor to the foreign exchange department followed by 5 years in international private banking with focus on German and Dutch clients. Since 1994 he had been responsible for the development and management of the desk for “External Asset managers”. In 2002, he joined the private bank Lombard Odier & Co Ltd. in Zurich and in 2009 Zürcher Kantonalbank in the same function. Since September 2017 he is responsible for Compliance and banking relations at BHA Partners Ltd.
Heinrich Mühlebach is Swiss. He is fluent in German, English and French.
Sandra Scheidegger (1972) has completed the commercial apprenticeship at the Winterthur insurance company in Berne. She began her professional career 1994 at Credit Suisse in retail banking, then switched to private banking shortly afterwards, where she worked as an assistant for clients in the Asian-region. She joined Clariden Bank and was responsible for advising the investment advisors in the Singapore and London offices. She then worked for the HSBC Guyerzeller Bank as an assistant in the Anglo-Saxon team. In 2008, she deepened her Spanish skills in South America and then joined Rahn & Bodmer Co., where she worked as an assistant in the customer advisory team mainly for private clients from Switzerland, Spain and South America. In March 2012, she joined BHA Partners Ltd..
Sandra Scheidegger is Swiss. She speaks German, English and some Spanish.
Reto Andrin Stoecklin (1963) grew up in Asia and the Middle East and studied economics in Zurich. He started his career as an asset manager with Credit Suisse, Zurich, in 1985. After gathering work experience during a ten year period as fund manager for global strategy funds in New York and elsewhere, he left Credit Suisse and joined Julius Baer Asset Management as portfolio manager for special international mandates in the rank of Vice President. He is a certified financial analyst and portfolio manager. In 2002 he joined BHA Partners Ltd. Principal Partner since October 2013.
Reto Andrin Stoecklin is Swiss. He speaks German, English and French.
We were pleased to accept the invitation by Umbricht Attorneys to an event held at their newly renovated offices on the Bahnhofstrasse in Zurich. Tax expert Alexia Rambosson (Umbricht Attorneys) and asset manager Silke Kluyken (BHA Partners) discussed the pitfalls for women in retirement planning and suggested various solutions. Numerous questions from the audience following the presentation underscored the topicality of the issue and the high level of interest in it.
The lively discussion on the ongoing challenges connected with retirement planning continued at the buffet lunch provided by the hosts. One thing is perfectly clear: private pensions will be a subject of growing importance in the coming years – especially for women!
For more information see our January 2019 «Focus» on retirement pensions:
Since June 2017, BHA Partners has expanded its offer for Swiss clients with a variety of investment solutions for retirement planning
Under the "Focus" Headline, we analyze current themes in the market.
We at BHA Partners recommend that you read our half-yearly brochure publication “Our Point of View”. From our head office in the heart of Zurich, we observe economic events around the world and formulate our views in clear terms. We will be happy to send you a copy of our latest edition on request.
Our common sense strategy has served our customers well over the years. Not least because we do so many things differently from other asset managers. And, of course, differently from banks. Getting in touch with us will not cost you anything. But not doing so could cost you a fortune.
BHA Partners AG
Investment Managers and Consultants
T + 41 (0)44 206 22 33
F + 41 (0)44 206 22 44