Oliver M. Bartholet
Corporate Officer/Principal at JULIUS BÄR GRUPPE AG
Net worth: 3 M $ as of 31/03/2024
Profile
Dr. Oliver M.
Bartholet is a Chief Risk Officer at Julius Bär Gruppe AG, a Chief Risk Officer & Member of the Executive Board at Bank Julius Bär & Co. AG, a Vice Director at the University of St. Gallen, and a Member of CFA Institute, Aargau Bar Association, and International Bar Association.
He is on the Board of Directors at Europa Institute at the University of Zurich.
He joined Bank Julius Baer in March 2018.
Dr. Bartholet was previously employed as a Regional Tax Counsel by UBS AG from 1999 to 2001.
From 2001 to 2002, he was responsible for international taxes and projects.
He took over the department as the Head of International Tax in 2002.
From 200 to 2009, he was Global Head of Tax, a Member of the Group Managing Board, and a Group Legal & Compliance Executive Committee.
From 2009 to 2013, he worked as the General Counsel of Wealth Management & Swiss Bank at UBS AG.
From 2013 to 2018, he was Head of Legal Regulatory Affairs & Strategic Initiatives.
Before working for UBS, he was employed as a Director-Transfer Pricing by Schweizerischer Bankverein /SBC/.
He received his doctorate from the University of Basel.
In 1999, he gained a CFA.
He also holds a Master of Law from the Universities of Basle and Lausanne.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
JULIUS BAER GRUPPE AG
0.03% | 31/12/2022 | 56,433 ( 0.03% ) | 3 M $ | 31/03/2024 |
Oliver M. Bartholet active positions
| Companies | Position | Start |
|---|---|---|
| JULIUS BÄR GRUPPE AG | Corporate Officer/Principal | 01/03/2018 |
International Bar Association
 International Bar Association Miscellaneous Commercial ServicesCommercial Services International Bar Association operates as a non profit organization of legal practitioners, bar associations and law societies. It operates various divisions that include Legal Practice and Public and Professional Interest. The company was founded in 1947 and is headquartered in London, the United Kingdom. | Corporate Officer/Principal | 01/01/1991 |
| University of St. Gallen | Corporate Officer/Principal | 01/01/2016 |
| Aargau Bar Association | Corporate Officer/Principal | 01/01/1991 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | 01/01/1999 |
| Europa Institute at the University of Zurich | Director/Board Member | 01/01/2021 |
Bank Julius Bär & Co. Ltd. /CH/
 Bank Julius Bär & Co. Ltd. /CH/ Major BanksFinance Part of Julius Bär Gruppe AG, Bank Julius Bär & Co. Ltd. is a banking company based in Zurich, Switzerland. The Swiss company provides banking services. Philipp Rickenbacher has been the CEO of the private company since 2009. | Corporate Officer/Principal | 01/03/2018 |
| Institute of Public Finance & Fiscal Law | Corporate Officer/Principal | - |
Former positions of Oliver M. Bartholet
| Companies | Position | End |
|---|---|---|
| UBS | Comptroller/Controller/Auditor | 01/01/2009 |
| ░░░░░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | ░░░░░░░░░░ |
Training of Oliver M. Bartholet
| University of Basel | Doctorate Degree |
| University of Lausanne | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| JULIUS BÄR GRUPPE AG | Finance |
| Private companies | 8 |
|---|---|
UBS AG
 UBS AG Investment ManagersFinance UBS AG engages in the provision of financial advisory solutions for private and institutional investors, intermediaries, and wealth management clients. The firm focuses on the areas of wealth and asset management, as well as investment banking. It offers retail investment products, global financing services, investment research, bespoke financing, traditional investments, as well as bonds and equities. The company was founded in 1862 and is headquartered in Zurich, Switzerland. | Finance |
| Schweizerischer Bankverein /SBC/ | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
International Bar Association
International Bar Association Miscellaneous Commercial ServicesCommercial Services International Bar Association operates as a non profit organization of legal practitioners, bar associations and law societies. It operates various divisions that include Legal Practice and Public and Professional Interest. The company was founded in 1947 and is headquartered in London, the United Kingdom. | Commercial Services |
| Institute of Public Finance & Fiscal Law | |
| Europa Institute at the University of Zurich | |
Bank Julius Bär & Co. Ltd. /CH/
Bank Julius Bär & Co. Ltd. /CH/ Major BanksFinance Part of Julius Bär Gruppe AG, Bank Julius Bär & Co. Ltd. is a banking company based in Zurich, Switzerland. The Swiss company provides banking services. Philipp Rickenbacher has been the CEO of the private company since 2009. | Finance |
| Aargau Bar Association |
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