Company Profile

SUNDQUIST ADVISORY Sàrl is a Swiss limited liability company located on the shores of Lake Geneva in Nyon, Switzerland. We are an asset management consultancy that delivers highly customized, actionable solutions:

• Investment advisory to professional and institutional investors
• Management consulting to small and mid-size enterprises
  

Phillip G. Sundquist, CFA, CAIA Owner and Managing Director

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Phillip is the Founder of SUNDQUIST ADVISORY Sàrl and investment advisor with over 30 years of professional experience in finance and asset management in the US and Europe.  He previously held executive investment management roles at leading private banks as financial analyst, investment strategist, equity fund manager and portfolio manager.

Phillip earned an MBA from the University of Washington Michael G. Foster School of Business in Seattle, and holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.  He has also served in non-executive directorship roles as Board Member and Advisor.