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FOUNDER

Stéphane Julen, CFA
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Credentials
 
  • 20+ years of investment experience with leading asset managers (UBS, AIG and Credit Suisse)
     

  • Managed multi-billion in alternative portfolios
     

  • Selected and monitored over 100 best-in-class fund managers
     

  • Solid academic background (Masters in Finance, CFA Charterholder, CIIA)
     

  • Fluent in English, German and French

After more than 20 years with leading global asset management groups in the U.S. and Switzerland, Stéphane Julen founded Galix Investments. During his career, Mr. Julen has developed a deep knowledge of sophisticated investment strategies and global markets. His experience spans all areas of the investment process: research, manager selection, portfolio management, trading, risk management and investor relations. Mr. Julen has spent a large part of his career in senior positions analyzing, evaluating and monitoring alternative investment funds from both a quantitative and qualitative standpoint. He has successfully managed multi-manager portfolios combining active strategy allocation and best-in-class manager selection.

 

Beside this strong command of investment products, Mr. Julen has built over the years a deep global network of trusted relations with investors and industry specialists. He holds a Masters in Finance from the University of Lausanne (HEC). Mr. Julen is a CFA Charterholder and Certified European Financial Analyst. He is fluent in English, German and French.

INSTITUTIONAL SALES

Oliver Rothenberger
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Oliver joined Galix Investments in 2021 as an institutional sales manager.


He has more than 20 years’ experience in financial markets, with 17 years dedicated to asset management business between Germany and Switzerland. Based in Switzerland since 2006, he has worked for BNP Paribas Investment Managers in Frankfurt, Germany and Zurich, Switzerland before as well as for Natixis Global Asset Management and Fundo S.A. in Switzerland.
 

Oliver Rothenberger holds a diploma from the University of Constance, Germany as well as the 2nd state exam of the Land Baden-Württemberg, Germany. He speaks English, French and German

© 2018 Galix Investments GmbH

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