Martin Moeller

Co-Head of Swiss and Global Equity

日内瓦, 瑞士

English, French, German

Martin, who joined UBP in 2006 and is the Co-Head of the Swiss & Global Equity team, is specialised in the analysis of global stocks and in managing equity portfolios.

He has been in banking since 1992, and involved in equity research and portfolio management since 1998. Before joining UBP he spent 14 years at Deutsche Bank, in Berlin, Frankfurt and New York, in various roles including equity and credit research, generally focusing on banking and insurance.

He holds a master’s in Banking and Finance from the Frankfurt School of Finance & Management and is a CFA Charterholder. Martin is the author of Strategic Concepts of Universal Banks, published in 2000.

Explore more from Martin

11.09.2024

Value-creators beat the fade

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.

12.03.2024

Why Swiss equities should be considered in every equity allocation in 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.

19.12.2023

Keeping away from “boom & -bust” trends

Electrification, weight-loss drugs, AI, digitalisation, cryptocurrencies, ESG darlings, 3D printing and the metaverse are some of the various themes that have been moving global markets recently. However, constantly shifting business environments and rapid technological advances can sometimes lead to a bubble-bursting situation for some themes and their major players.

30.10.2023

Building an efficient equity portfolio of global leaders today

Research has shown that 30 stocks is enough for a portfolio to efficiently diversify risks – and this without even taking into account the added benefits of active stock selection.

15.06.2022

Investment Outlook 2022 – mid-year update

The investment landscape has changed substantially in the last six months: conflict has broken out in Ukraine, leading to various geopolitical and social ramifications, and inflationary pressure has been rising and remains a concern across many regions.

25.02.2021

UBP’s small- and mid-cap capabilities

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.