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  3. Joachim Klement
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Joachim Klement's picture

Joachim Klement

Head of Investment Research
Fidante Partners
Country or state 
United Kingdom
Available to 
Global
City 
London
Fee 
Languages 
English,
German
Volunteer
Yes

Personal Details

Bio

Joachim Klement is Head of Investment Research at Fidante Partners. In his role Joachim investigates long-term investment trends, alternative investments be listed investment trusts. Before joining Fidante, Joachim was Head of Thematic Research at Credit Suisse, Chief Investment Officer at Wellershoff & Partners and Head of Equity Strategy at UBS Wealth Management.

Joachim holds Masters degrees in Mathematics and Economics as well as the CFA and CFP designations.

Current position (2)

Head of Investment Research

Fidante Partners

Trustee

CFA Institute Research Foundation

Degrees (2)
Mathematics
ETH Zurich
1995 to 2000
Economics
Fern Universität Hagen
2000 to 2003

Presentations

Past talks (4)
Research Foundation Workshop
CFA Institute Annual Conference
Philadelphia
2017
Risk Profiling
CFA Institute Annual Conference
Frankfurt
2015
Investment Diaries
CFA Europe Investment Conference
Prague
2012
The Flaws of our Financial Memory
CFA Institute Annual Conference
Edinburgh
2011
  • All (4)
  • Videos (3)
  • Photos (1)
Take 15: How Experience Determines Financial Risk Preferences (Video)
Resources for Professional Learning
Identifying investor risk profiles
RF content
RF content
This speaker hasn't uploaded any slides yet.
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This speaker hasn't uploaded any press information yet.

Books & Articles (3)

Career Risk
Liquid Absolute Return Funds: An Alternative to Alternatives?
Investor Risk Profiling: An Overview

Expertise (11)

Business
Behavioral Finance Alternative Investments Closed end funds/investment trusts Private Wealth Management Retail Wealth Management Renewable Energy Infrastructure Food and water security Thematic Investing changing demographics

Awards & certifications (2)

CFP
CFP Board
2008
CFA
CFA Institute
2006
Recommendations
1 Audience
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Why choose me? 

Entertaining presenter who emphasizes interactive presentations with audience participation.

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