Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Timeline
Generic

Rufat Askerov

Vandoeuvres,Switzerland

Summary

Highly experienced finance professional with over 30 years of brokerage, portfolio management and private banking experience. Solid track record in client relationship management and business development. Meticulous, committed to achieving client satisfaction and business growth.

Overview

33
33
years of professional experience
2023
2023
years of post-secondary education

Work History

Wealth Manager

Titans Consulting AG
Zurich, Switzerland
10.2024 - Current

Identify clients’ needs, originate solutions, and increase share of wallet to achieve commercial objectives for the clients;

Assess clients’ risk appetite, ensure portfolios are built and overseen accordingly; Monitor clients’ portfolios, provide rebalancing ideas, execute investment reviews, ensuring investments;



Co-founder, Managing Director

AZZA Gastronom
Almaty
09.2023 - 04.2024
  • One of the two investors in the food retail chain start-up

Executive Director, Relationship manager

Bank Julius Baer
Geneva
03.2013 - 08.2023
  • Developed a client book of 450 million CHF from scratch, focusing more on the former Soviet Union republics
  • Provided tailor-made wealth management solutions to clients across a broad spectrum of services, leading to increased profitability

Director, Fund manager

Troika Dialog Investment Bank / Sberbank CIB
Moscow
01.2009 - 01.2013
  • Managed а 100 million USD Russia dedicated long and short equity fund
  • Responsibilities included asset allocation, stock selection, investor relations
  • Reported directly to the СЕО of Troika Dialog

Chief lnvestment Officer, Principal, Founder

Barents Trust
Moscow
01.2002 - 01.2009
  • Founded, set up, raised capital, and managed dedicated long and short equity fund, establishing solid track-record

Head of Securities department

Troika Dialog Investment Bank
Moscow
01.1996 - 01.2001
  • Ran all proprietary and flow trading of Troika Dialog in less liquid shares
  • Received 'Best Trader' award from NAUFOR (Russian NASDAQ)
  • Managed relationships with the key clients of Тroika Dialog

Head of Securities department

Unitrust
Moscow
01.1992 - 01.1996
  • Managed all the securities dealing related activities of the company
  • Established counterparty and credit lines with the major Russian and international investment houses

Education

Certified Wealth Management Advisor -

Swiss Association for Quality (SAQ)

Master of Science - computer programming

Institute of Transport Engineering
01.1986 - 01.1991

Skills

  • Bloomberg System
  • Trend analysis expertise
  • Derivatives understanding
  • Financial products knowledge
  • Stock market understanding

Languages

Russian
Native
English
Advanced
French
Intermediate

Personal Information

  • Date of birth: 04/26/70
  • Nationality: Swiss

Timeline

Wealth Manager

Titans Consulting AG
10.2024 - Current

Co-founder, Managing Director

AZZA Gastronom
09.2023 - 04.2024

Executive Director, Relationship manager

Bank Julius Baer
03.2013 - 08.2023

Director, Fund manager

Troika Dialog Investment Bank / Sberbank CIB
01.2009 - 01.2013

Chief lnvestment Officer, Principal, Founder

Barents Trust
01.2002 - 01.2009

Head of Securities department

Troika Dialog Investment Bank
01.1996 - 01.2001

Head of Securities department

Unitrust
01.1992 - 01.1996

Master of Science - computer programming

Institute of Transport Engineering
01.1986 - 01.1991

Certified Wealth Management Advisor -

Swiss Association for Quality (SAQ)
Rufat Askerov