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Joachim Klement, CFA, Head of Investment Research, Fidante Partners

Joachim Klement is Head Investment Research at Fidante Partners. In his role he focuses on research on listed investment companies and investment themes in alternative asset classes.
Before joining Fidante Partners, Joachim was Head of Thematic Research at Credit Suisse Private Bank and Chief Investment Officer of Wellershoff & Partners Ltd. A Swiss-based investment consulting firm. In these roles he worked with private banks, family offices and institutional investors to develop asset allocation strategies and identify thematic investment opportunities across all asset classes.
Before joining Wellershoff & Partners Joachim was Head of the UBS Wealth Management Research Strategic Research team and until the end of 2007 Head of Equity Strategy. In these roles Joachim was responsible for thematic research within UBS Wealth Management globally and the equity market and sector strategies.
Joachim studied mathematics and physics at the Swiss Federal Institute of Technology (ETH) in Zurich, Switzerland and graduated with a master’s degree in mathematics. In addition, he studied business administration at the Universities of Zurich and Hagen, Germany, graduating with a master’s degree in economics and finance. Joachim is a CFA® charter holder and a CFP® certificant.