Sergey Lozovoy

Investment advisor @Banque International a Luxembourg

💰 Investor & VCFinancial AnalystAuditor🧑‍💼 C-level ExecutiveCFO🏦 Finance✨ Business OwnerManaging PartnerChief Investment OfficerInvestment AnalystPortfolio Manager

Sergey has worked with UHNW clients, implemented model portfolios, and developed a consistent approach to delivering optimized portfolios based on research-driven theme-based, top-down approaches. He is proficient in Microsoft Office, Excel, PowerPoint, and Word, as well as Bloomberg, HOLT, and Tableau. Sergey is also fluent in English, Russian, profecient in German, and has a working knowledge of French. Sergey's experience and skills are well-suited for roles in investment management, business developmen

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Work Background

BIL SuisseSenior Investment Advisor

Jan. 2023Zurich, Switzerland · On-siteAssisted clients with working out their financial plans, conducting independent investment research, and completing trades and transactions to meet their financial goals. Built and managed fixed income portfolios for high-net-worth clients, managed duration and FX risk with appropriate derivatives.

Deutsche BankInvestment Manager

Nov. 2020 - Dec. 2022Zurich, SwitzerlandManaged multi asset-class portfolios by interacting directly with the clients. In charge of asset allocation for client portfolios under management. Implements, according to client needs, strategies in Equity, Fixed Income/Microfinance/Senior loans, Structured products, Commodity and Private Equity & Hedge Funds space.

UBSInvestment Advisor

Jan. 2014 - Nov. 2020Zurich, SwitzerlandManaged multi asset-class portfolios for UHNW clients by interacting directly with the clients. In charge of asset allocation for client portfolios under management. Implemented, according to client needs, strategies in Equity, Fixed Income/Microfinance/Senior loans, Structured products, Commodity and Private Equity & Hedge Funds space.

Credit SuisseInvestment Consultant

Jul. 2011 - Dec. 2013Zurich, SwitzerlandIn charge of implementing model portfolios: developed a consistent approach to deliver optimised portfolios based on research-driven theme-based, top-down approach.

SyngentaSenior Corporate Auditor

Jun. 2010 - Jun. 2011Basel, Basel-Town, SwitzerlandFinancial audits and business processes review: Post-merger integration • R&D • Revenue • Treasury

PwCSenior IFRS Accounting Policy Advisor

Jan. 2010 - Jun. 2010Brussels Metropolitan AreaTechnical Accounting Advice (IFRS) • Revenue recognition • Intangible assets • Financial instruments • Financial Statements Consolidation

PwCSenior Treasury Consultant

Aug. 2008 - Jan. 2010Brussels Metropolitan AreaFinancial audits • Treasury Processes & Systems • Derivatives Accounting & Valuation • Financial Risk Management

PwCSenior Auditor

Oct. 2006 - Jul. 2008Brussels Metropolitan AreaFinancial audits • Real Estate • European Treasury Hubs of Multinationals • Banks • Financial Statements Consolidation • Financial Modelling