Erwin W. Heri is a „Hybrid“ in the International Finance and Investment Scene. After studies in Bern, Basel, Ann Arbor and Stanford he started his career in Academia as a Professor for Statistics and Economics at the University of Basel. He then moved to the Banking Industry, first as an Economist and later on as head of Research, Asset Management and International Private Banking at former Swiss Bank Corporation (1987-94). The next career step made him Chief Investment Officer and member of the Group Executive Board of Winterthur Insurance. After the takeover of “Winterthur” by Credit Suisse he became CFO of Credit Suisse Financial Services (1994-2002).

Since 2003 he is the Chairman of the Board of directors of Valartis Group. Valartis is a publicly quoted Swiss Banking Boutique specialising in Private and Investment Banking and Asset Management. Valartis has Branches and/or Subsidiaries in Zürich, Geneva, Lichtenstein, Vienna, Moscow and St. Petersburg.

Erwin Heri has always kept a good working relationship with the University of Basel and was teaching (and still is, a.o. Professor) courses in Financial Theory and Portfolio Management. For a while he also served as visiting Professor at Geneva University (HEI). He was Chairman of the Investment Committee of PUBLICA, the Government Pension Fund in Switzerland (until summer 2009), and serves on different Boards of Directors. He is the Chairman of a British Family Office in Switzerland.

Erwin Heri is the author of eight books on Financial Theory and practical applications thereof on an academic level but also for state-of-the-art “practical investments for the man on the street”. The most recent work appeared in 2011 (“Das verlorene Jahrzehnt” (“The lost Decennium”)). A former title (“Die Acht Gebote der Geldanlage”, 1999) was a Bestseller in Switzerland and was translated into several languages, e.g. Chinese.
He has published more than 80 articles in Academic Journals and Monographs and is an occasional Columnist in Finance and Management Periodicals.

He is a member of the German “Verein für Socialpolitik” and its Chapter on Monetary Policy and Theory and a founding Member of the Swiss Society for Financial Market Research.

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