Michel Lerner
Head of Holt @UBS
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WORK HISTORY
Head of Holt @UBS
London, GB
Responsible for a global team of 100 people across Europe, US and Asia (Sales, Content, Investment Strategies, IT)- Oversaw the HOLT MIFID II strategy leading to successful monetisation of HOLT products in Europe- Successfully expanded HOLT’s end client base by overseeing development and launch of new products, in particular in the ESG space (2014 onwards): created a widely used Pay for Performance HOLT module, developed the HOLT proprietary Business Sustainability Rating, currently overseeing the development of a Carbon Price Portfolio Sensitivity product, created the HOLT Corporate Transparency offering- Responsible for writing and marketing the HOLT Global Viewpoint, a regular HOLT macro report that is among the most widely read content pieces at Credit Suisse- Drove partnerships within Credit Suisse to broaden the use of HOLT in Private Bank, QIS and Delta 1- Strong personal client franchise across the UK and European institutional client base at senior level (CIO, DoR, senior PMs)- Successful management of HOLT team (hiring, developing talent) leading to a strong team culture- Responsible for internal discussions on setting strategic priorities and investment needs for the HOLT business, with regular contact at CS Board and senior management level
EDUCATION
The London School of Economics and Political Science (LSE)
MSc, European Studies
SKILLS
ABOUT MICHEL LERNER
Specialties: Equities, ESG, leadership, fintech, investment is an official LinkedIn profile of UBS Group AG and/or its subsidiaries or affiliates (UBS) that is maintained by the owner of this profile or the associated business management of the owner’s business unit. The content on this profile is for information purposes only and intended exclusively for persons domiciled in the country where the owner’s business unit is located and only as may be permitted by applicable law. Please find further information on UBS’s social media presence on our website UBS will never ask other users to disclose sensitive data (e.g, ID, account number, passwords, PIN codes or other security codes). For more information about how UBS processes your data and your respective rights please read our Privacy Statement
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