Peter Ahluwalia
Founder | Head Active Investing

Peter is the Head of the active investment office at LeoVest Partners AG. With a track record of over 14 years at a leading Swiss wealth manager in Zurich, Peter Ahluwalia specializes in global equities, employing a strategic mix of value and GARP approaches. Prior he held senior director positions at HSBC and Credit Suisse. His expertise in the field was recognized when he received the award for Best Chief Investment Officer at the Wealth Briefing Awards 2021. He is also a 5-star Morningstar rated fund manager.



Areas of Expertise

  • Client Relationship Management
    Portfolio Management
  • Stock Picking
  • Market Focus: UK

Curriculum Vitae

    Professional Experience
  • 2024-
    Today
    LeoVest Partners AG, Founder, Head of Active Investing, Fund Manager of Belfund at MRB Fund Partners
  • 2013-
    Today
    swisspartners Advisors, CIO
  • 2009-2024swisspartners Group, CIO
  • 2008-2009Credit Suisse Geneva - Director
  • 2007HSBC Monaco - Relationship Manager
  • 2004-2007HSBC Private Bank Jersey C.I. - Head of Investment Advisory Group with direct reporting line to CEO
  • 2000-2004HSBC Investment Management Jersey (formerly James Capel) - Head of Advisory Business
  • 1995-2000
    HSBC Private Bank Jersey C.I. - started as an assistant to investment executive and finished as a senior investment executive
  • 1991-1995
    Lloyds bank Jersey C.I. -Corporate actions, custody, dealing Desk


    Education
  • 1989-1991Buckingham/Lille University

Awards

  • 2021Award for Best Chief Investment Officer at the Wealth Briefing Awards 2021
  • 5* Morningstar rated fund manager
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