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Luísa Bokor has a background spanning investment management, wealth management, investment banking and private equity, with experience across Switzerland, the UK and Germany. Before moving into finance, she studied Medicine for two years, later graduating from the University of St Andrews with a BSc Joint Honours in Financial Economics and Management. During her time at St Andrews, she led the Healthcare Sector within the Global Investment Group, where she was responsible for investment research, company analysis and equity recommendations. She is currently pursuing an MSc in Economics at the University of Basel alongside her work at Marmot.
At Marmot, Luísa is involved in portfolio and fund research, investment analysis and client-related projects. Her work includes assessing investment strategies and existing holdings, preparing fund and portfolio reports, developing independent recommendations for fund selection and portfolio positioning, and working directly with her own client base.
Having grown up in an international and multilingual environment, Luísa speaks German, English and Hungarian fluently and also has a strong knowledge of French. She has a particular interest in female financial empowerment, long-term wealth creation and making investment knowledge more accessible to younger generations.
Outside finance, Luísa enjoys skiing, horse riding and field sports, and is also a harpist.
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Luísa Bokor has a background spanning investment management, wealth management, investment banking and private equity, with experience across Switzerland, the UK and Germany. Before moving into finance, she studied Medicine for two years, later graduating from the University of St Andrews with a BSc Joint Honours in Financial Economics and Management. During her time at St Andrews, she led the Healthcare Sector within the Global Investment Group, where she was responsible for investment research, company analysis and equity recommendations. She is currently pursuing an MSc in Economics at the University of Basel alongside her work at Marmot.
At Marmot, Luísa is involved in portfolio and fund research, investment analysis and client-related projects. Her work includes assessing investment strategies and existing holdings, preparing fund and portfolio reports, developing independent recommendations for fund selection and portfolio positioning, and working directly with her own client base.
Having grown up in an international and multilingual environment, Luísa speaks German, English and Hungarian fluently and also has a strong knowledge of French. She has a particular interest in female financial empowerment, long-term wealth creation and making investment knowledge more accessible to younger generations.
Outside finance, Luísa enjoys skiing, horse riding and field sports, and is also a harpist.