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
2024.10 - 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
2023.09 - 2024.04
- One of the two investors in the food retail chain start-up
Executive Director, Relationship manager
Bank Julius Baer
Geneva
2013.03 - 2023.08
- 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
2009.01 - 2013.01
- 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
2002.01 - 2009.01
- 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
1996.01 - 2001.01
- 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
1992.01 - 1996.01
- 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
1986.01 - 1991.01
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
2024.10 - Current
Co-founder, Managing Director
AZZA Gastronom
2023.09 - 2024.04
Executive Director, Relationship manager
Bank Julius Baer
2013.03 - 2023.08
Director, Fund manager
Troika Dialog Investment Bank / Sberbank CIB
2009.01 - 2013.01
Chief lnvestment Officer, Principal, Founder
Barents Trust
2002.01 - 2009.01
Head of Securities department
Troika Dialog Investment Bank
1996.01 - 2001.01
Head of Securities department
Unitrust
1992.01 - 1996.01
Master of Science - computer programming
Institute of Transport Engineering
1986.01 - 1991.01
Certified Wealth Management Advisor -
Swiss Association for Quality (SAQ)