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Co-Head of Swiss and Global Equity
日内瓦, 瑞士
French, English, German
Eleanor joined UBP in 2008 and is now the Co-Head of the Swiss & Global Equity team. She is the lead portfolio manager for Swiss equity portfolios and works actively on all Swiss & Global portfolios.
She began her career at Banque Indosuez in 1993 where she held various positions in private banking, discretionary portfolio management, marketing and risk management. She later worked as a management consultant for financial services with PriceWaterhouseCoopers, Switzerland, before moving to Bank Sal. Oppenheim in Zurich in institutional sales and Swiss equity analysis. Prior to UBP, she spent 4 years at Independent Asset Management (IAM) in Geneva as an equity analyst in the equity portfolio management team.
Eleanor holds a diplôme d’études approfondies (DEA) in Economics from the College of Europe, Natolin (Poland) and an MA in Modern and Medieval Languages (French and Russian) from the University of Cambridge, UK.
11.09.2024
You might have heard about our Swiss & Global Equity team’s investment approach, which revolves around cash-flow return on investments (known as CFROI – Source: UBS HOLT) and the selection of companies with high and stable CFROI only for some of its portfolios. This is a measure that gives an indication of a company’s ability to create value.
26.04.2024
Following a relatively lacklustre performance in 2023 and the Swiss National Bank’s recent interest rate cut, is now the time to revisit the Swiss equity opportunity set? In this Investment Rendez-Vous podcast, Eleanor Taylor Jolidon, co-head of UBP’s Swiss and Global Equity team, walks us through Swiss business models, current valuations and industries of particular interest.
12.03.2024
Investors may find the strong fundamentals and stable economic, political and social aspects of Switzerland attractive in terms of equity investments in a year which may be dominated by geopolitical newsflow.
08.03.2024
As the pioneering women who entered a nearly all-male finance sector become experienced and senior, the new cohort of young females arriving are bringing fresh air and a new dimension.
02.02.2024
UBP gives Allnews its latest economic and investment outlook for 2024, with Norman Villamin (N.V.), Group Chief Strategist, and Eleanor Taylor Jolidon (E.T.J.), Co-Head Swiss & Global Equity Franchise and Senior Portfolio Manager.
25.01.2024
We don’t expect central banks to cut rates before the second half of 2024.
08.11.2023
With a rebound in EPS growth expected for 2024, though with disparities between market segments, and with interest rates and inflation still at elevated levels, active management is key.
25.02.2021
SMID-cap equities are poised to mean revert and outperform over the next three to five years. The best time to allocate to SMID caps is when earnings are “depressed”, i.e. now.
14.12.2020
L'Agefi (04.12.2020) - Small- and mid-cap companies (SMID caps) have traditionally delivered superior long-term growth and returns than large caps. They also allow investors to gain exposure to key secular trends. However, finding the most promising companies requires a highly disciplined selection process.
