Tal Shir
Profile
Tal Shir worked as a Research Analyst at Banque Heritage SA and as a Portfolio Manager at Lake Geneva Investment Partners SA from 2010 to 2022.
Former positions of Tal Shir
Companies | Position | End |
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Lake Geneva Investment Partners SA
Lake Geneva Investment Partners SA Investment ManagersFinance Lake Geneva Investment Partners SA is an asset manager and wealth advisor established in 2007 and licensed by the banking regulator FINMA. Lake Geneva Investment Partners is based in Geneva, CH, and has subsidiaries in Switzerland and Cayman Islands. The Swiss company serves private clients, family offices, and institutional investors of Europe, Asia, and Latin America. The company manages award-winning funds in Cayman and UCITS structures. In wealth management, they offer a personalized service to assist clients in achieving their objectives through consistent performance. The company emphasizes and refines its process to invest and interact with the market as dispassionately as possible. The company was founded in 2007 by Behcet Guner Turkmen, and Steven Markovitz has been the CEO of the company since 2007. | Portfolio Manager-Fixed Income | 01/07/2022 |
Banque Heritage SA
Banque Heritage SA Investment ManagersFinance Banque Heritage SA is a family-controlled Swiss private bank headquartered in Geneva, Switzerland with additional offices in Basel, Sion and Zurich. The firm was founded by Carlos Esteve in 1986 as the family office of the Esteve family. Banque Heritage offers a full range of products and services tailored to private and institutional clients. | Analyst-Equity | - |
Experiences
Positions held
Linked companies
Private companies | 2 |
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Banque Heritage SA
Banque Heritage SA Investment ManagersFinance Banque Heritage SA is a family-controlled Swiss private bank headquartered in Geneva, Switzerland with additional offices in Basel, Sion and Zurich. The firm was founded by Carlos Esteve in 1986 as the family office of the Esteve family. Banque Heritage offers a full range of products and services tailored to private and institutional clients. | Finance |
Lake Geneva Investment Partners SA
Lake Geneva Investment Partners SA Investment ManagersFinance Lake Geneva Investment Partners SA is an asset manager and wealth advisor established in 2007 and licensed by the banking regulator FINMA. Lake Geneva Investment Partners is based in Geneva, CH, and has subsidiaries in Switzerland and Cayman Islands. The Swiss company serves private clients, family offices, and institutional investors of Europe, Asia, and Latin America. The company manages award-winning funds in Cayman and UCITS structures. In wealth management, they offer a personalized service to assist clients in achieving their objectives through consistent performance. The company emphasizes and refines its process to invest and interact with the market as dispassionately as possible. The company was founded in 2007 by Behcet Guner Turkmen, and Steven Markovitz has been the CEO of the company since 2007. | Finance |
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