Joachim Klement, CFA, is chief investment officer for Wellershoff & Partners, where he develops asset allocation strategies and manages portfolios for private banks, family offices, and institutional investors. Previously, he was head of equity strategy and the strategic research team in the wealth management research division of UBS. Mr. Klement has also worked as an investment consultant offering asset allocation advice to institutional investors. He has published articles in the Financial Times, Journal of Wealth Management, and Journal of Financial Planning. Mr. Klement holds a master’s degree in mathematics from the Swiss Federal Institute of Technology and a master’s degree in economics and finance.
This information is accurate as of the date of recording.