Nolan Hoffmeyer

Nolan Hoffmeyer, CFA, is a Partner and founding owner at Thematics Asset Management, where he serves as co-manager for the AI & Robotics and Subscription Economy strategies. His current responsibilities include managing thematic equity portfolios and identifying long-term investment opportunities driven by technological innovation and disruptive business models, with a particular focus on global equities in sectors such as artificial intelligence, robotics, and digital subscription services.

He brings significant experience from his previous tenure at Pictet Asset Management, where he was co-manager of the Pictet Digital Fund and held various roles overseeing thematic equity strategies. Nolan is well regarded for his expertise in thematic investing and was recognized as a rising star in the industry by Investment Week in 2017.

Nolan holds a Bachelor’s degree in Business Administration from the University of St. Gallen and a Master’s in Financial Engineering from the University of Lausanne. He is also a CFA charterholder, underscoring his technical proficiency in financial analysis, portfolio management, and multi-decade growth themes in technology and innovation-driven sectors.