Find your path to Terry
429 people in our graph share verified history with Terry — schools, employers, funds. One of them is your warm intro.
Anthony LinunlockedTerry: together at Merrill Lynch Capital Markets, Zurich (1999–2002)
×3Terry: together at Rothschild & Co
×4Terry: together at Credit Suisse First Boston, Zurich
×4Terry: together at Merrill Lynch Capital Markets, Zurich
About
Administrative assistant with over 4 years of experience. Holds a communications degree from St. Paul's University and a diploma in travel and tourism management.
Experience
- Belvoir Capital AGHead of Asset Managementcurrent2026 — presentZurich, Switzerland
- Copernicus Wealth ManagementCo-Deputy CIO & Head of Portfolio Management2023 — 2025Zurich/Lugano
- Copernicus Wealth ManagementHead of Discretionary Mandates & Asset Allocation2022 — 2023Zurich/Lugano, Switzerland
- Acoro Asset Management AGHead of Portfolio Management2019 — 2022Zurich, Switzerland
- Rothschild & CoHead of Investment & Portfolio Advisory2015 — 2019Zürich Area, Switzerland
- Helvetische Bank AGHead Family Office Services, Active Investment Advisor2010 — 2015
- MainFirst Schweiz AG, ZurichSenior Equity Sales2007 — 2009
- HBM Partners AGPortfolio Manager, Head of Trading, Mid- and Backoffice2002 — 2007
- Merrill Lynch Capital Markets, ZurichVice President, Senior Global Sales Trader2000 — 2002
- Merrill Lynch Capital Markets, ZurichSwiss Equity Trader, Bookrunner1999 — 2000
- Credit Suisse First Boston, ZurichAssociate, Swiss Equity Trader1997 — 1999
- Credit Suisse First Boston, ZurichAssociate, Execution Global Equities1997
- Swiss Volksbank, ZurichExecution, Pan-European Equity & Derivatives1995 — 1996
- Swiss Volksbank, ZurichJunior Investment Consultant1994 — 1995
Skills & more
Bloomberg6Investment ManagementAsset Management45Portfolio Management26Equities48Trading13Hedge Funds10Investments33Capital Markets5Financial Markets5Wealth Management11Banking4
+9 more
Asset AllocationValuationFinancial AnalysisPrivate BankingAsset ManagmentEquity ResearchCorporate FinanceFinancial AdvisoryFinanceFrom Terry's professional profile.
Colleagues at Grassroots Business Fund
Antony Muriki
Senior Investment Analyst at Grassroots Business Fund
Bethrose Chege
Investment Analyst at Grassroots Business Fund
Brigid Kamau
Finance Director at Grassroots Business Fund
Cheryl Onyango
Investment Analyst at Grassroots Business Fund
Darshan Dhakan
Investment Director at Grassroots Business Fund
David Sandimba
Head of Internal Audit at Grassroots Business Fund
Faith Makena
Senior Investment Analyst at Grassroots Business Fund
Guillermo Ferreyros
CEO, President and Executive Director, Maple Energy Plc at Grassroots Business Fund
Frequently asked questions
- Who is Terry Achola?
- Administrative assistant with over 4 years of experience. Holds a communications degree from St. Paul's University and a diploma in travel and tourism management.
- Where does Terry Achola work?
- Terry Achola is Administrative Assistant at Grassroots Business Fund.
- Where did Terry Achola go to school?
- Terry Achola studied at Bell Language School, Zurich (Language School - Private Tuition); Anglo World Education, London (Language School); Swiss Trading Certificate of the Swiss Exchange (Trading).
Same school
Also attended Graduate School of Business Administration Zurich6
Shared employers
Also worked at Copernicus Wealth Management1
Also worked at Rothschild & Co268
Andrea GazviniAssociate at NorthzoneAlessandro De BenedettiAssociate at NorthzoneAdam ShuaibGeneral Partner, PhD at Episode1Jessica (Bartos) ThomasPartner at Notion CapitalRobert BettigoleManaging Partner at Elm Street VenturesRoy ChngInvestment Manager - Finance at Emerald Technology Ventures Ag
+ 262 more
Also worked at Helvetische Bank AG1
Also worked at HBM Partners AG8
Erwin TroxlerCFO at HBM Healthcare InvestmentsBeat MerzPhD at XR InvestStephan KieferHead of Asset Management at Belvoir Capital AGCédric BarraSenior Investment Manager at OCCIDENTShirin SchneebergerAnalyst at Apollo Health VenturesChandra LeoPartner at HBM Partners
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