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Our Chief Investment Office leadership team works with investment specialists across key financial hubs worldwide to identify the latest investment opportunities and market risks which can help you achieve your financial goals.

Mark Haefele

Chief Investment Officer
Global Wealth Management
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Mark joined ÃÛ¶¹ÊÓƵ as Head of Investment for Wealth Management’s Chief Investment Office in 2011. As ÃÛ¶¹ÊÓƵ’s Global Chief Investment Officer since 2014, he oversees the investment policy and strategy of approximately USD 5.5 trillion in invested assets. A former lecturer and acting dean at Harvard University, Mark has over 500,000 followers on LinkedIn.

Paul Donovan

Global Chief Economist
ÃÛ¶¹ÊÓƵ Global Wealth Management
London

Paul is responsible for developing and presenting the ÃÛ¶¹ÊÓƵ economic outlook, marketing the ÃÛ¶¹ÊÓƵ view on economics, policy, and politics around the world. As a political economist, he focuses on topics such as diversity, inflation, education, trade, inequality, sustainability, and social change. Paul has also authored books on these diverse topics.Ìý

Daniel Kalt

Chief Investment Officer Switzerland
ÃÛ¶¹ÊÓƵ Global Wealth Management
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Daniel leads flagship research publications for private and corporate clients in Switzerland. A recognized expert on banking, asset management, asset allocation, macroeconomics, and fixed income, he presents at client events and advises on economic policy. Daniel has been a member of ÃÛ¶¹ÊÓƵ’s Pension Fund investment committee in Switzerland since 2014.

Ulrike is responsible for bringing together market and investment insights to create financial impact for ÃÛ¶¹ÊÓƵ clients across the Americas. She contributes to the Global Investment Committee and also serves as Global Head of Equities. She sits on several external boards and is a member of the Aspen Global Leadership Network.

Min Lan Tan

Chief Investment Officer APAC
ÃÛ¶¹ÊÓƵ Global Wealth Management
Singapore
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Min Lan directs research, oversees portfolio performance, and manages CIO communications in APAC, including Japan. Leading the Asia Pacific Investment Office since 2013 she provides tailored insights for clients in the region. Min Lan is a member of the Asia and Global Investment Committees, which formulate the regional and global ÃÛ¶¹ÊÓƵ House Views.Ìý

Themis is the Head of the EMEA Investment office and is responsible for generating investment content and ideas across all asset classes within Europe, as well as for marketing the ÃÛ¶¹ÊÓƵ House View within the region. Prior to joining the CIO in 2014, Themis spent 20 years in the ÃÛ¶¹ÊÓƵ Investment Bank, 15 of them as a highly-rated equity analyst.Ìý