Fundraising Fox

Terry Achola

Investor

Administrative Assistant at Grassroots Business Fund

Nairobi, Kenya

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

  1. Belvoir Capital AGHead of Asset Managementcurrent2026 — presentZurich, Switzerland
  2. Copernicus Wealth ManagementCo-Deputy CIO & Head of Portfolio Management2023 — 2025Zurich/Lugano
  3. Copernicus Wealth ManagementHead of Discretionary Mandates & Asset Allocation2022 — 2023Zurich/Lugano, Switzerland
  4. Acoro Asset Management AGHead of Portfolio Management2019 — 2022Zurich, Switzerland
  5. Rothschild & CoHead of Investment & Portfolio Advisory2015 — 2019Zürich Area, Switzerland
  6. Helvetische Bank AGHead Family Office Services, Active Investment Advisor2010 — 2015
  7. MainFirst Schweiz AG, ZurichSenior Equity Sales2007 — 2009
  8. HBM Partners AGPortfolio Manager, Head of Trading, Mid- and Backoffice2002 — 2007
  9. Merrill Lynch Capital Markets, ZurichVice President, Senior Global Sales Trader2000 — 2002
  10. Merrill Lynch Capital Markets, ZurichSwiss Equity Trader, Bookrunner1999 — 2000
  11. Credit Suisse First Boston, ZurichAssociate, Swiss Equity Trader1997 — 1999
  12. Credit Suisse First Boston, ZurichAssociate, Execution Global Equities1997
  13. Swiss Volksbank, ZurichExecution, Pan-European Equity & Derivatives1995 — 1996
  14. Swiss Volksbank, ZurichJunior Investment Consultant1994 — 1995

Skills & more

Bloomberg6Investment ManagementAsset Management45Portfolio Management26Equities48Trading13Hedge Funds10Investments33Capital Markets5Financial Markets5Wealth Management11Banking4
+9 moreAsset AllocationValuationFinancial AnalysisPrivate BankingAsset ManagmentEquity ResearchCorporate FinanceFinancial AdvisoryFinance

From Terry's professional profile.

Colleagues 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

Shared employers