Patrick Volkart
Angestellt, Senior Investment Advisor, Bank Avera
Wetzikon ZH, Schweiz
Werdegang
Berufserfahrung von Patrick Volkart
Bis heute 4 Jahre und 2 Monate, seit Mai 2020
Senior Investment Advisor
Bank Avera
Mitverantwortung und Weiterentwicklung des Anlageprozesses der Bank. Investment Advisory, Portfoliokonstruktion, Portfolio Management und Stellvertretung der Leitung des Advisory Desks
Verantwortlich für das Investment Product Offering (Fund Selection) der Raiffeisen Gruppe
8 Monate, Feb. 2018 - Sep. 2018
Head Product Research
Investment Office Raiffeisen Gruppe, Notenstein La Roche Privatbank AG
Verantwortlich für das Investment Product Offering (Fund Selection) der Raiffeisen Gruppe
1 Jahr und 4 Monate, Okt. 2016 - Jan. 2018
Head of Investment & Portfolio Solutions
Raiffeisen SchweizVerantwortlich für die von Raiffeisen Schweiz angebotenen Investment & Portfolio Lösungen und der Raiffeisen Fonds Selektion
Investment Advisory, Process and Products
2 Jahre und 6 Monate, Okt. 2012 - März 2015
Investment Consulting
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Asset Management, Consulting, Risk Management & Trading, Fund Research, Manager Selection
7 Monate, März 2012 - Sep. 2012
Strategic Development and Manager Selection
VP Bank
Responsible for Strategic Development of Investment Solutions, various responsibilities within Manager and Fund Selection, Alternative Investments and VP Bank Multi-Manager Funds
1 Jahr und 1 Monat, Feb. 2011 - Feb. 2012
Head Manager Selection and Fund of Funds
VP Bank
Responsible for Manager and Fund Selection across all Asset Classes, Alternative Investments and VP Bank Multi-Manager Funds
2 Jahre und 3 Monate, Nov. 2008 - Jan. 2011
Head Asset Management
VP Bank
Responsible for Management of Equity and Fixed Income Products, Alternative Investments and Fund Manager Selection for Private and Institutional Clients
2 Monate, Sep. 2008 - Okt. 2008
Senior Investment Consultant
VP Bank
Wealth Engineering & Consulting and for Ultra High Net Worth Individuals and Product Structuring for Special Asset Classes like Private Equity and Insurance Linked Products.
Julius Baer Wealth Engineering: Investment Consulting and Product Structuring for Ultra High Net Worth Individuals and Product Structuring for Special Asset Classes like Private Equity and Insurance Linked Products.
8 Jahre, Jan. 1998 - Dez. 2005
Head Treasury, Structured Fixed Income and Investment Funds
Cantrade Private Bank
Responsible for Asset & Liability Management, Treasury, Structured Fixed Income, Fund Research and Fund Execution
7 Monate, Juni 1997 - Dez. 1997
Head Finance & Administration - Private Equity Europe
UBS AG
Business model development and planning/ budgeting. Responsible for reporting & monitoring of the European Private Equity portfolio.
2 Jahre und 10 Monate, Aug. 1994 - Mai 1997
Group Planning & Control
UBS AG
Management of the Group Planning process for the Group Executive Board. Development of planning models, concepts and frameworks. Elaboration of Strategic Business Plans for the group-wide Private Equity business.
Ausbildung von Patrick Volkart
5 Jahre und 11 Monate, Okt. 1988 - Aug. 1994
Betriebswirtschaft
Universität Zürich
Finance, Investition, Bank, Rechnungswesen
Sprachen
Deutsch
Muttersprache
Englisch
Fließend
Französisch
Gut