Where did Leandra Oertig go to school?

Leandra Oertig studied at AZEK - The Swiss Training Centre for Investment Professionals (Certified International Wealth Manager CIWM); University of Bern (Master of Business Administration - MBA, Business, Management, Marketing und verbundene unterstützende Dienste); University of Bern (Bachelor of Business Administration - BBA, Business, Management, Marketing und verbundene unterstützende Dienste).

Leandra Oertig

Investor

Head of Portfolio Management, Senior Partner at Helvetic Trust AG

Bern, Berne, Switzerland

Find your path to Leandra

About

She began at Credit Suisse advising entrepreneurs and executives on wealth, investments, credit and succession planning, as well as SMEs, associations and foundations. She holds a Master of Science from the University of Bern and the CIWM designation.

Experience

Helvetic Trust AGSenior-Partnercurrent2022 — present
Credit SuisseClient Relationship Manager2018 — 2022Bern und Umgebung, Schweiz
Credit SuisseRegional Management Support - Sales and Project Management2015 — 2018Bern, Schweiz
BKW AGBeteiligungsmanagement & Controlling2015Bern, Bern, Schweiz

Skills & more

Investment ConsultingWealth ManagementStrategic ManagementDeutschEnglischFranzösisch

Diplomierte Anlage- unf Finanzexpertin — State Secretariat for Education, Research and Innovation SERI
Certified International Wealth Manager CIWM — AIWM
Diplomierte Anlage- und Finanzexpertin — SFAA Swiss Financial Analysts Association
Certified Wealth Management Advisor — SAQ Swiss Association for Quality

From Leandra's professional profile.

Colleagues at Helvetic Trust AG

Agnieszka Golynska

Senior Partner at Helvetic Trust AG

Benno Arnold

CIO Aktien Schweiz, Senior Partner at Helvetic Trust AG

Camiel Janssen

Senior Partner at Helvetic Trust AG

Daniel Krucker

Risk Manager & Legal Counsel at Helvetic Trust AG

Didier Jeanjaquet

Senior Partner at Helvetic Trust AG

Dr. Laszlo Gömöri

Technical Consultant at Helvetic Trust AG

Fabienne Wertheimer

HR Manager & Stiftungswesen at Helvetic Trust AG

Fabio Gilardoni

Senior Partner, Family Officer at Helvetic Trust AG

Frequently asked questions

Who is Leandra Oertig?: She began at Credit Suisse advising entrepreneurs and executives on wealth, investments, credit and succession planning, as well as SMEs, associations and foundations. She holds a Master of Science from the University of Bern and the CIWM designation.
Where does Leandra Oertig work?: Leandra Oertig is Head of Portfolio Management, Senior Partner at Helvetic Trust AG.
Where did Leandra Oertig go to school?: Leandra Oertig studied at AZEK - The Swiss Training Centre for Investment Professionals (Certified International Wealth Manager CIWM); University of Bern (Master of Business Administration - MBA, Business, Management, Marketing und verbundene unterstützende Dienste); University of Bern (Bachelor of Business Administration - BBA, Business, Management, Marketing und verbundene unterstützende Dienste).