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.
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.
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.
Carmen Schaffner (1971) has successfully completed her commercial apprenticeship with Credit Suisse in Zollikon. She continued to gain professional experience as a legal assistant within a financial institution as well as a marketing assistant in a management consultancy company. Part time she developed her sports skills and continued her professional path as a co-head of a fitness academy. In 2013 Carmen re entered the financial sector joining Rothschild Bank AG in the private banking area followed by assignments with Centrum Bank and Baumann & Cie, Banquiers both in Zurich, before joining BHA Partners AG in November 2020.
Carmen Schaffner is Swiss and speaks German and English.
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.
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