Professional Summary
Professional Overview
Roman Neuhauser is an experienced Chief Investment Officer with a strong track record in the financial services industry. He specializes in investment advisory, portfolio management, and overall strategic direction for high-net-worth clients and institutional investors.
Experience Summary
Current Role
As the Chief Investment Officer at Amber Lion Partners since 2020, Roman is responsible for overseeing the firm's investment strategies, asset allocation decisions, and portfolio management activities. He works closely with the executive team to drive the company's investment vision and deliver exceptional results for its clients.
Under Roman's leadership, Amber Lion Partners has expanded its assets under management by 25% and launched several innovative investment products tailored to evolving market conditions. He has also played a pivotal role in strengthening the firm's reputation as a trusted advisor in the wealth management space.
Career Progression
Prior to joining Amber Lion Partners, Roman held senior investment roles at prominent financial institutions. As the Team Head of Investment Advisor Russia & CIS at Bank J. Safra Sarasin Ltd from 2015 to 2020, he managed a team of investment professionals and delivered customized investment solutions to high-net-worth clients in the region.
Earlier in his career, Roman served as a Senior Portfolio Manager at Societe Generale Private Banking - SGPB from 2006 to 2015, where he was instrumental in developing and implementing successful investment strategies for the firm's clients. He began his professional journey as a Client Portfolio Manager at Credit Suisse, where he gained valuable experience in portfolio management and client relationship management.
Academic Background
Roman holds a Master's degree in Finance from the University of Zurich, where he graduated with distinction. He is also a CFA charterholder, demonstrating his deep expertise in investment analysis and portfolio management.
Areas of Expertise
- Asset allocation and portfolio construction
- Investment strategy development and implementation
- Alternative investment management
- Wealth management and advisory services
- Team leadership and business development
Professional Impact
Throughout his career, Roman has been recognized for his contributions to the investment management industry. He has been invited to speak at various industry conferences and has authored articles in prominent financial publications, sharing his insights on market trends and investment strategies.
Conclusion
With his extensive experience, proven track record, and strong analytical skills, Roman Neuhauser is a highly respected Chief Investment Officer who continues to drive innovation and deliver exceptional results for Amber Lion Partners and its clients.
