The Octavian Team
Serge Monnerat
2017- Octavian, Chairman, Research Sales
2010-2017 Bank am Bellevue, CEO
2001-2010 Bank am Bellevue, Head Research
1992-2000 BZ Bank, Research/Equity Sales
Alessandro Foletti
2017- Octavian, Research Sales
2013-2017 Bank am Bellevue, Head Research, Senior Industrials Analyst
2010-2013 Self Employed Strategy and M&A Consultant
2007-2009 Bühler Group, Head Corporate Development, Assistant to CEO
2002-2007 Lombard Odier DH, Senior Industrials Analyst
2000-2002 UBS Warburg, Industrials Analyst
1995-1999 PiniSwiss Engineers, PM and Head Quality Management
Marius Zuberbuehler
2017- Octavian, Vice Chairman, Corporate Finance
2013-2017 Bank am Bellevue, Managing Director Corporate Finance
2007-2012 Deutsche Bank (London, Zurich), Corporate Finance, Head ECM Switzerland
2001-2007 Merrill Lynch (London), VP Corporate Finance
1997-2001 Roland Berger Strategy Consultants, Senior Consultant
1991-1993 UBS, Analyst Corporate Banking
Laura Pfeifer-Rossi
2017- Octavian, Senior Research Sales
2015-2017 Bank am Bellevue, Senior Healthcare Research Analyst, Deputy Head Research
2014 Vifor Pharma, Business Development
2011-2014 Sophora Advisors, Consultant Healthcare
2000-2009 Bellevue Asset Management, Member of BoD BB Medtech,
Buyside Analyst & PM, Head of Mgmt Team BB Medtech
René Saner
2017- Octavian, Research Sales UK/US/LatAm
2006-2017 Bank am Bellevue, Head Equity Sales
2000-2006 Bank am Bellevue (Swissfirst Bank), WM & UHNWI Advisory
1996-2006 LGT Bank (STG AM), PM European Equities
1990-1996 Credit Suisse (Bank Leu), Trader Equity and Derivatives
1987-1990 Credit Suisse (Bank Leu), Bank apprenticeship
Daniel Potashnick
2017- Octavian, Research Sales HF & Nordics
2016-2017 Bank am Bellevue, Equity Sales HF/Nordics
2009-2016 JB Capital Markets, Equity Sales HF/Nordics
2007-2009 Execution Ltd, Equity Sales HF/Nordics
2000-2007 Dresdner Kleinwort, Equity Sales / Salestrading HF/Nordics
Martin Schuler
2017- Octavian, Equity Sales CH & Sales Trading
2009-2017 Bank am Bellevue, Head of Trading & Salestrading
2007-2009 Morgan Stanley (Zurich), Salestrading Equities & Equity-linked
2006-2007 Bank Leu, Treasurer (FX, Metals, MM)
1999-2006 Merrill Lynch CM (Zurich), Head Global Salestrading
1997-1999 Crédit Lyonnais Securities, Pan Euro Equity Sales
1986-1997 Credit Suisse, Global Option Book, FX, MM & Liquidity steering
Stephen Leventhal
2017- Octavian, Senior Research Sales
1998-2017 Bank am Bellevue, Senior Research Analyst & Specialist Sales Healthcare
1996-1997 Novartis, Global Head Strategic Planning
1982-1996 Ciba Geigy, Pharmaceuticals Head Marketing
1979-1981 Univ. of Pennsylvania, School of Medicine, Assistant Professor
Contact
Anne-Chantal Risold
2017- Octavian, Senior Research Analyst Financials
2002-2015 Zurich Life Insurance, Head of International Group Risk Solutions (IGRS) actuarial
1996-2002 ETHZ, Scientific collaborator / assistant
Tanya Hansalik
2017- Octavian, Research Analyst, Healthcare
2016 Morgan Stanley, PWM intern
2015 Julius Baer, internship
2012-2014 Aquila Himco AM, Assistant PM
Lothar Lubinetzki
2018 - Octavian, Senior Research Sales
2001 - 2016 MainFirst Group, Senior Equity Analyst
2000 - 2001 Metzler, Senior Equity Analyst
1994 - 2000 Enskilda Securities, Senior Equity Analyst
1991 - 1994 HSBC Trinkaus & Burkhardt, Research Analyst
Daniel Regli
2019 - Octavian, Senior Research Analyst Financials
2016 - 2019 MainFirst, Equity Research Analyst Financials
2015 - 2016 Zürcher Kantonalbank, Senior Equity Research Analyst Financials
2009 - 2015 GAM, Product Specialist Equities
2007 - 2009 Credit Suisse, Portfolio Manager MACS
2006 - 2007 Credit Suisse, M&A Analyst (Intern)