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Thomas PortmannTP

Thomas Portmann

Senior Consultant, CxO-level

€2,000/day
Zurich, CH
15+ years

Average response time: 1 hour

About Thomas

Executive Leader with more than 25 years of experience in investment management, financial leadership, strategic and operational transformation, risk monitoring, M&A execution and governance at executive / board level. Successful in executing and delivering complex multi-stakeholder initiatives, scaling global platforms, strengthening regulatory frameworks and driving measurable financial and operational excellence with sustainable impact.

Target roles: COO · CFO · CRO · Board Director · Governance/Risk/Investment Committees
  • German

    Native or bilingual

  • English

    Fluent

  • French

    Conversational

Can work on-site
Zurich (up to 50km)

Experience

  • PoE Advisory
    Senior Consultant
    January 2025 - Today (1 year and 5 months)
    Interim CxO-mandates; fundraising activities for a swiss medtech company as part of their goto-market activities
  • Pension Fund of UBS
    COO / CFO
    BANKING AND INSURANCE
    June 2020 - December 2024 (4 years and 6 months)
    Zürich, Switzerland
    Executive Board member with responsibility for Accounting & Controlling, Budgeting, Investment Operations and IT; development and execution of the digital strategy as ‘Digital Leader’
  • UBS Asset Management
    Program Lead M&A
    BANKING AND INSURANCE
    January 2016 - June 2020 (4 years and 5 months)
    Zürich, Switzerland
    Sale of Investment Fund Services to Northern Trust; transaction value of approximately CHF 190m, covering 16 workstreams across 3 locations, executed on time and within budget and without operational disruptions

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Education

  • University St. Gallen (HSG)
  • Certificate Programs 'Private Equity'
    CFA-Institute
    2025
    Certificate Programs 'Private Equity'

Skill set

Categories

  • Other