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FACHPANEL

The role of fixed income in asset allocation

Mittwoch, 02. April 2025, 12:00 - 12:45 UHR

English

Moderation: Thomas Breitenmoser

Referent(en): Simon Fox Matthew Morgan Sébastien Zöller Sandro Müller


Thomas Breitenmoser

Thomas Breitenmoser

CFA,CAIA, Head Investment-Consulting/Controlling, Complementa

Thomas Breitenmoser studied economy and business administration at the University of Applied Sciences in Zurich and completed the dual degree Executive MBA in Asset and Wealth Management at the University of Lausanne and Carnegie Mellon University (Pittsburgh, USA). He is a CFA and CAIA charterholder and held management positions at Swisscanto/ZKB, JPMorgan Asset Management, Merill Lynch Investment Managers and Credit Suisse. He was furthermore president of the Foundation Board and the Investment Committee of JPMorgan Chase Suisse Pension Fund.

With his team he calibrates the strategic asset allocation, supports the selection of investment managers, and periodically assesses their performance considering various aspects whilst also actively consulting committees at meetings.
 

Simon Fox

Simon Fox

Head of Bespoke Client Solutions, abrdn

Simon Fox is Head of Bespoke Client Solutions within the multi-asset team, responsible for tailored multi-asset and OCIO mandates for pension schemes, insurers, foundations and other large asset owners.  
Prior to joining the firm in 2015, Simon was at Mercer for twelve years, initially as a senior client consultant responsible for advising on investment strategy, portfolio structuring, manager selection, and performance monitoring. Later on, he joined Mercer's Alternatives boutique as a Director of Research with client consulting responsibilities, including coverage of macro, currency and commodity strategies and multi-asset investments; and sat on the Alternatives Investment Committee. 
Throughout this period, Simon was a regular contributor to Mercer's broader intellectual capital - from hedge funds to commodities, timberland and agriculture. 
Simon has a Masters in European Politics and Policy from the LSE; and an MA (Oxon) in Mathematics from Oxford University. He is also a CFA ® charterholder.
 

Matthew Morgan

Matthew Morgan

Head of fixed Income, Jupiter

Matthew Morgan is Head of Fixed Income. He is responsible for Jupiter's team of fixed income investment professionals, providing strategic oversight and leadership. He is also responsible for developing the commercial and business strategy of Jupiter Fixed Income. Matt reports directly to CEO Matthew Beesley and is a member of the Senior Management Team. Matt joined Jupiter in 2019 after 13 years at BlackRock, where he was a director with lead responsibility for helping some of the UK’s largest financial institutions develop investment strategies across fixed income, equity, multi-asset, LDI, fiduciary, and alternatives. Matt has a degree in History and Modern Languages from the University of Oxford, and is a CFA Charterholder.

Sébastien Zöller

Sébastien Zöller

Head of Fixed Income, Member of the Executive Board, ZKB

Sébastien Zöller is Head of Fixed Income in the Asset Management of Zürcher Kantonalbank and has been responsible for active fixed income solutions with his team since 2020. He studied Banking & Finance at the University of St. Gallen and Duke University and is a CFA charterholder. In previous roles, Sébastien Zöller worked in the fixed income division of Credit Suisse Asset Management and in the trading and capital markets division of Zürcher Kantonalbank.

Sandro Müller

Sandro Müller

Investment Specialist, UBS

Sandro Müller is Head Fixed Income Investment Specialists Switzerland and responsible for bridging the firm’s Fixed Income investment capabilities with the various distribution channels. 
Before joining the company in 2019, Sandro was a fixed income specialist at GAM Investment Management in Zurich for six years, covering the firm’s alternative fixed-income solutions. Prior to that, Sandro spent four years with Deutsche Bank in London, Geneva, and Zurich, where his final role was portfolio manager for institutional multi-asset class mandates. Sandro holds a bachelor’s degree in Business Administration from the University of Bern and is a CFA and CAIA Charterholder.
 

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