Juerg Grimm

Juerg Grimm is a Portfolio Manager, Securities Analyst, and Partner at Wilkinson Global Asset Management LLC in New York, overseeing client portfolios with a focus on long-term, global equity strategies. He plays a critical role in investment management, portfolio construction, and research, leveraging an active approach in traditional public asset classes—particularly equities—tailored to each client's distinct objectives.

Grimm specializes in global equity markets, with an emphasis on core, quality-oriented strategies for mega, large, and all capitalization companies. His investment process centers on rigorous fundamental research, evaluating both company financials and management teams, and applying macroeconomic and thematic overlays in security selection and portfolio construction.

Prior to joining Wilkinson Global Asset Management, Grimm served as Vice President at Swiss Bank Corporation Portfolio Management International and has experience at Hypothekar- und Handelsbank Winterthur. His extensive career across international finance and asset management underscores his expertise in global equities and client-focused portfolio solutions; education data is unavailable, but his track record reflects significant contributions to the industry.