Robert Moreth

Partner, Founding Partner & Chief Investment Officer, Virtus Family Office

Mexico City, Mexiko

Fähigkeiten und Kenntnisse

investment management & research
managing people
asset allocation
fundamental and quantitative equity strategies
client relationship management
client education
Investition
Rechtsberatung

Werdegang

Berufserfahrung von Robert Moreth

  • Bis heute 7 Jahre und 11 Monate, seit Aug. 2016

    Founding Partner & Chief Investment Officer

    Virtus Family Office

    Founding partner and CIO of Virtus Family Office

  • 1 Jahr und 3 Monate, Juni 2015 - Aug. 2016

    Executive Director at BTG Pactual Multi-Family Office

    BTG Pactual

    Conflict-of-interest-free and unbiased client advisory on all topics related to wealth with a focus on tailor made asset allocation, portfolio management and client education

  • 5 Jahre und 1 Monat, Mai 2010 - Mai 2015

    Director & Head of Discretionary Mandates

    Credit Suisse

    Heading a team of investment professionals in Mexico - Transform investment ideas into financial solutions - Advice local Mexican clients on topics such as asset allocation, Mexican and Global Fixed Income, Equities and Alternative Investments

  • 1 Jahr und 11 Monate, Juli 2008 - Mai 2010

    Portfolio Manager Global Convertible Bonds

    Credit Suisse
  • 2 Jahre und 3 Monate, Apr. 2006 - Juni 2008

    Portfolio Manager European Convertible Bonds

    Deka Investment

  • 4 Monate, Nov. 2005 - Feb. 2006

    Macro Research Analyst Intern

    Deutsche Bank

  • 4 Monate, Juni 2004 - Sep. 2004

    Business Research Analyst Intern

    KPMG

Ausbildung von Robert Moreth

  • 1 Jahr und 1 Monat, Sep. 2004 - Sep. 2005

    Finance

    University of Nottingham

    asset management

  • 10 Monate, Sep. 2003 - Juni 2004

    International Finance & Accounting

    Northumbria University

Sprachen

  • Deutsch

    Muttersprache

  • Englisch

    Fließend

  • Spanisch

    Fließend

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