• Home
  • Team
  • Seminar
  • Research & Brokerage
  • Corporate Finance
  • Partners
  • News
  • Contact
  • Mehr
    • Home
    • Team
    • Seminar
    • Research & Brokerage
    • Corporate Finance
    • Partners
    • News
    • Contact

  • Home
  • Team
  • Seminar
  • Research & Brokerage
  • Corporate Finance
  • Partners
  • News
  • Contact

The Octavian Team

Alessandro Foletti

2017 -            Octavian, Board Member, Partner, 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


Contact  

Anne-Chantal Risold

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 


Contact

Daniel Potasnick

Daniel Potashnick

2017 -            Octavian, Partner, 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


Contact 

Frederick Hasslauer

Frederick Hasslauer

2023 -            Octavian, Senior Research Sales UK, USA, Canada

2020 - 2022   Kieger, Head of Sales & Marketing Europe, Funds / Portfolio Mandates / PE

2004 - 2020   Bank Vontobel, Executive Director Institutional Sales North America / UK
2001 - 2004   Credit Agricole Indosuez Cheuvreux, Senior Equity Research Sales
1993 - 2001   Bank Sal. Oppenheim, Institutional Sales / Analyst

1987 - 1993   Schweizerische Volksbank, Analyst and Junior Fund Manager for Asia / Europe


Contact 

Laura Bucher

2021 -            Octavian, Research Analyst

2015 - 2017   Lygia Mattos, Business Officer
2013 - 2014   Ibmex, Internship, Project Manager, Junior Consultant


Contact

Laura Pfeifer-Rossi

Laura Pfeifer-Rossi

2017 -            Octavian, Partner, 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 


Contact

Lothar Lubinetzki

Lothar Lubinetzki

2018 -             Octavian, Senior Research Analyst Industrials
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


Contact

Marius Zuberbuehler

Marius Zuberbuehler

2017 -            Octavian, Vice Chairman, Partner, 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


Contact

Martin Schuler

Martin Schuler

2017 -            Octavian, Partner Research 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


Contact 

Michael Nawrath

2021 -               Octavian, Senior Advisor Healthcare Research

2007 – 2021     ZKB, Senior Sell-side Analyst Pharma / Biotech

2000 – 2006     CSAM, Fundmanager Global Biotech

1994 – 2000     University of Zurich, Postdoc Medical Virology

1990 – 1994     Freie University of Berlin, Physician (Minimal invasive Surgeon in Orthopedics)


Contact

Nejc Lavric

2022 -               Octavian, Research Analyst

2021 – 2022     Ernst and Young, Financial Services - Risk (Working Student)

2018 – 2020     Education First / Hult IBS, Recruiter and Business Developer

2016                 Novartis / Lek Pharmaceuticals, Buiness Planning (Intern)

2015                 Ilirika Brokerage, Brokerage Clerk (Intern) 


Contact

René Saner

René Saner

2017 -            Octavian, Partner, Research Sales UK/US/LatAm

2006 - 2017   Bank am Bellevue, Head Equity Sales
2000 - 2006   Bank am Bellevue (Swissfirst Bank), WM & UHNWI Advisory
1996 - 2000   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


Contact

Sandra Dietschy, PhD

2022 –            Octavian, Associate Partner, Senior Research Analyst Healthcare 

2020 – 2022   Accenture, Senior Principal Life Sciences

2015 – 2019   Molecular Partners, Associate Director Business & Pipeline Strategy

2008 – 2015   Bank am Bellevue, Equity Research Analyst Healthcare

2004 – 2007   University of Zurich, PhD in Neuroscience  


Serge Monnerat

Serge Monnerat

2017 -            Octavian, Chairman, Partner, Research Sales

2010 - 2017   Bank am Bellevue, CEO
2001 - 2010   Bank am Bellevue, Head Research  
1992 - 2000   BZ Bank, Research/Equity Sales


Contact

Stephen Leventhal

Stephen Leventhal

2017 -            Octavian, Senior Advisor Healthcare

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

Verena Münch

  

2020 -               Octavian, Senior Research Sales CH & Germany

2006 - 2020     Bank Vontobel, Swiss Equities Specialist Sales, ED

2005 - 2006     LODH, Swiss Equities Specialist Sales, VP

2001 - 2006     Deutsche Bank, Swiss Equities Specialist Sales, Associate

2000                 MEAG Securities Management, Risk Management (Intern)

1997                 Framatome, Finance (Intern)

1996                 HypoVereinsbank, Strategic Investment Mgmt. (Intern)


Contact

Copyright © 2023 Octavian AG – All rights reserved