Philippe Oster

Philippe Oster is a Lecturer at the Institute of Financial Services Zug (IFZ) within the Lucerne School of Business. His academic roles include teaching courses on Fixed Income (CFA-linked), Derivatives and Structured Products, and CAS Asset Management programs. He holds a PhD in Empirical Capital Market Research and Econometrics from Zeppelin University, along with advanced qualifications in banking and finance. His research focuses on fixed income instruments, bank capitalization, and regulatory impacts on financial markets.

Education highlights include:

• PhD in Empirical Capital Market Research (2017–2021)
• MSc Banking & Finance (2008–2010)
• BSc in Business Administration (2006–2008)
• Eidg. Dipl. Betriebsökonom FH (2002–2005)

Research interests span hybrid capital instruments, bank regulation, and ESG investing. His publications analyze topics like CoCo bonds, regulatory effects on wealth managers, and fixed-income strategies. Notable works include Hybridkapital – Finanzierungsinstrument und Kapitalanlage Praxishandbuch and contributions to the European Financial Management journal.

Professional experience includes roles as Senior Portfolio Manager at Baloise Asset Management and leadership positions in portfolio management at Zugerberg Finanz and Capra Ibex Investment Partners. He has conducted over 30 presentations on topics like risk management, emerging markets, and compliance in wealth management.

Key projects include the IFZ Vermögensverwalter Guide series, studies on sustainable investments, and collaborations with financial technology providers. His work bridges academic research and industry practice, emphasizing practical applications of financial theory.