Summary
Overview
Work History
Education
Skills
Date Parsed
Telephone
Languages It Skills
Additional Information
Timeline
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Philipp Schweneke

Mannheim

Summary

Passionate listed equities investment professional, with a 20+ years alpha track record in analyzing companies, picking stocks, and managing portfolios.

Proven experience in advising clients on investment strategies, helping clients meet financial goals.

Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture in dynamic, fast-paced settings.

Overview

27
27
years of professional experience

Work History

Co-Head of European Equities

DWS
03.2023 - Current
  • Co-managed team of 23 investment professionals.
  • Focus on engagement and productivity among employees .
  • Initiated new recruitment process and onboarding and training procedures.
  • Supported team members on marketing and client interaction.
  • Prioritize strategies and resource distribution within group.
  • Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.

Head of European Small & Mid Caps

DWS
10.2014 - Current
  • Over last three/five/seven/ten years, achieved average annual outperformance above 3 percentage points. Despite more than 90% active share, kept tracking error close to 4 on average, Very strong information ratio of 0.8.
  • Responsible for various retail and institutional funds with AUM c3.5-5bn€ and team of 5 people.
  • Marketing strategies, winning new clients,.
  • Managing existing client relationships with consultants, fund advisers, pensions, insurances, IFAs.
  • Introduced new methods to team, practices, and systems to improve returns. Visible improvement of teams performance both on outperformance versus benchmark and on risk management.

Portfolio Manager - European Small & Mid Caps

DWS
01.2009 - 09.2014
  • Developed and presented proposals for new investments.
  • Communicated market developments, portfolio changes and performance information to clients.
  • Had highest contribution to performance among team members almost every year.
  • Was Portfolio Manager for our retail fund DWS German Small/Midcaps 2013-16. Beating benchmark in every year, best fund of the year in German Small & Mid Caps category in 2013 (“Fund Award 2014”), best German fund over 3 years for 2014 (“Fund Award 2015” and Lipper Fund Awards).
  • Took responsibility for training juniors and working with graduates.

Deputy Manager for European Equities

Sal. Oppenheim
01.2008 - 12.2008
  • Was given Deputy Manager role to oversee All Caps European Equity Portfolio Management plattform.

Portfolio Manager - European Small & Mid Caps

Sal. Oppenheim
01.2007 - 12.2008
  • Transformed the German Small & Mid Caps portfolio into a European product with broader commercial appeal to the company, and better diversification and performance opportunities for the client.
  • Outperformed benchmark in all three years with Sal Oppenheim

Portfolio Manager - German Small & Mid Caps

Sal. Oppenheim
01.2006 - 12.2006
  • Portfolio for institutional clients invested in Germans Small & Mid Caps

Equity Analyst

Dresdner Kleinwort Wasserstein
09.1999 - 12.2005
  • Initially sector specialist for German Technology companies, building on SAP knowledge. Included research responsibility for several IPO’s.
  • Then German Small & Mid Caps generalist
  • Finally part of Dresdner Kleinwort's number 3 ranked European Other Financials team

IT Consultant - SAP Finance and Controlling

Corporate Business Solutions
01.1999 - 06.1999
  • SAP-consultant responsible for implementing Financial and Controlling modules
  • Participation in several projects with mid-sized clients from various industries.

Internship

Merrill Lynch International Bank
01.1997 - 06.1997
  • Assistant to Financial Consultants in High Net Worth individuals’ division

Education

Certified ESG Analyst - CESGA -

DVFA
Frankfurt
10.2019

Chartered Financial Analyst - CFA -

CFA Institute
Charlottesville, USA
06.2002

Master of Arts - Master of Arts in European Business Administration

University of Northumbria
Newcastle
06.1999

Bachelor of Arts - International Business Administration

Accadis - International Business School
Bad Homburg
10.1998

Skills

  • Passion for investing
  • Analyzing investment opportunities
  • Deep knowledge of European listed equities space, with focus on Small & Mid Caps
  • Annual performance reviews
  • Analytical and Critical Thinking
  • Supervision and Leadership
  • Organization and Time Management
  • Business Development
  • Fluent in German

Date Parsed

01/10/2023

Telephone

+49 (0)173 – 3074095

Languages It Skills

German (native), English (fluent), MS Office (including advanced Excel), Bloomberg

Additional Information

Canadian and EU passport holder.

Particularly interested in opportunities in Vancouver and Victoria.

Timeline

Co-Head of European Equities

DWS
03.2023 - Current

Head of European Small & Mid Caps

DWS
10.2014 - Current

Portfolio Manager - European Small & Mid Caps

DWS
01.2009 - 09.2014

Deputy Manager for European Equities

Sal. Oppenheim
01.2008 - 12.2008

Portfolio Manager - European Small & Mid Caps

Sal. Oppenheim
01.2007 - 12.2008

Portfolio Manager - German Small & Mid Caps

Sal. Oppenheim
01.2006 - 12.2006

Equity Analyst

Dresdner Kleinwort Wasserstein
09.1999 - 12.2005

IT Consultant - SAP Finance and Controlling

Corporate Business Solutions
01.1999 - 06.1999

Internship

Merrill Lynch International Bank
01.1997 - 06.1997

Certified ESG Analyst - CESGA -

DVFA

Chartered Financial Analyst - CFA -

CFA Institute

Master of Arts - Master of Arts in European Business Administration

University of Northumbria

Bachelor of Arts - International Business Administration

Accadis - International Business School

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Philipp Schweneke