Above-average qualifications and broad experience

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Jan Lanz

Investment Consultant

MA UZH in Banking & Finance

Function
Investment Consultant
Investment Consulting & Controlling

Education
Master of Arts in Banking and Finance, University of Zurich
Bachelor of Science in Business Administration, University of Bern
Portfolio Management Program, University of Zurich

Work experience
PPCmetrics AG (since 2019)
Former employments:

Swiss cantonal bank: support of trading desk
Swiss cantonal bank: private banking

Not all employees are listed.

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PPCmetrics (www.ppcmetrics.ch) is a leading Swiss investment consultant, investment controller, strategic investment advisor, and pension actuary.
Our clients are institutional investors (e.g., pension fund, benefits plan, insurance, health insurance, foundation, NPO and treasury department) as well as private investors (e.g., private client, family office, family foundation or Ultra High Net Worth Individuals UHNWI).
Our services include investment consulting and investment advice as well as the definition of an investment strategy (Asset Liability Management ALM), portfolio analysis, asset allocation, the development of investment guidelines, legal consulting, asset manager selection, the implementation of public tenders, investment controlling, actuarial consulting, and activities as pension actuary.

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