Frédéric Portmann
Executive Director at Pictet Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
CH
Languages
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Anglais Full professional proficiency
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Credentials
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Certified Wealth Management Advisor CWMA
SAQ Swiss Association for QualityMay, 2020- Nov, 2024
Experience
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Pictet Wealth Management
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Switzerland
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Financial Services
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500 - 600 Employee
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Executive Director
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Jun 2020 - Present
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Kalaidos Banking+Finance School
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Switzerland
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Higher Education
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1 - 100 Employee
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Chargé de cours en finance
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Oct 2006 - Present
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Client Advisor
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Nov 2006 - Jun 2020
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BCV - Banque Cantonale Vaudoise
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Switzerland
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Banking
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700 & Above Employee
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Conseiller Private Banking
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Nov 1995 - Nov 2006
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Education
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1992 - 1995
HEC Lausanne - School of Business
Master's degree, Business, Management, Marketing, and Related Support Services -
2001 - 2002
AZEK - The Swiss Training Centre for Investment Professionals
Analyste financier et gestionnaire de fortune CIIA, Finance, General -
2000 - 2001
AZEK - The Swiss Training Centre for Investment Professionals
Expert en finance et investissements, Finance, General -
2003 - 2004
University of Cambridge
Business English Certificate 3, Business English
Community
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