Patrick Volkart
Senior Investment Advisor at Bank Avera- Claim this Profile
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German Native or bilingual proficiency
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English Full professional proficiency
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French Limited working proficiency
Topline Score
Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteFeb, 2000- Nov, 2024
Experience
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Bank Avera
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Switzerland
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Banking
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1 - 100 Employee
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Senior Investment Advisor
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May 2020 - Present
Co-responsibility and development of the bank's investment process. Investment advisory, product selection, portfolio construction, portfolio management and deputy head of the advisory desk Co-responsibility and development of the bank's investment process. Investment advisory, product selection, portfolio construction, portfolio management and deputy head of the advisory desk
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Raiffeisen Switzerland
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Switzerland
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Banking
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700 & Above Employee
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Head Product Research
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Oct 2018 - Nov 2019
Responsible for Raiffeisen Investment Product Offering (Fund Selection) Responsible for Raiffeisen Investment Product Offering (Fund Selection)
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Head Product Research
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Feb 2018 - Sep 2018
Responsible for Raiffeisen Group's Investment Product Offering (Fund Selection) Responsible for Raiffeisen Group's Investment Product Offering (Fund Selection)
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Raiffeisen Switzerland
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Switzerland
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Banking
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700 & Above Employee
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Head of Investment & Portfolio Solutions
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Oct 2016 - Jan 2018
Responsible for Raiffeisen Switzerland's Investment & Portfolio Solutions and Fund Selection Offering
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Senior Investment Specialist
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Apr 2015 - Sep 2016
Investment Advisory, Investment Process, Institutional Advisory Mandates and Product Selection
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Independent
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Zürich und Umgebung, Schweiz
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Investment Consulting
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Oct 2012 - Mar 2015
Projects include business development, fundraising, investment consulting, dynamic investment strategies, concept to build-up an investment competence center Projects include business development, fundraising, investment consulting, dynamic investment strategies, concept to build-up an investment competence center
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VP Bank AG
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Liechtenstein
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Banking
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500 - 600 Employee
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Strategic Development and Manager Selection
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Mar 2012 - Sep 2012
Responsible for strategic development of the overall investment offering and dedication to manager selection across all asset classes, alternative investments and VP Bank multi-manager funds
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Head Fund Selection and Fund of Funds
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Feb 2011 - Mar 2012
Responsible for the banks best-in-class fund selection offering across all asset classes, alternative investments and VP Bank multi-manager funds
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Head Asset Management
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Nov 2008 - Feb 2011
Responsible for management of equity and fixed income products, alternative investments and fund manager selection for private and institutional clients
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Senior Investment Consultant
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Sep 2008 - Oct 2008
Wealth Engineering & Consulting and for Ultra High Net Worth Individuals and product structuring for special asset classes like private equity and insurance linked products.
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Julius Baer
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Switzerland
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Banking
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700 & Above Employee
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Senior Investment Consultant
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Jan 2006 - Aug 2008
Julius Baer Wealth Engineering: Investment consulting and solution structuring 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 solution structuring for Ultra High Net Worth Individuals and product structuring for special asset classes like private equity and insurance linked products.
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Cantrade Private Bank
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Zürich und Umgebung, Schweiz
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Head Treasury, Structured Fixed Income and Investment Funds
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Jan 1998 - Dec 2005
Responsible for asset & liability management, treasury, money market trading, interest rate derivatives, structured fixed income, fund research and fund execution Responsible for asset & liability management, treasury, money market trading, interest rate derivatives, structured fixed income, fund research and fund execution
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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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Head Finance & Administration - Private Equity Europe
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Jun 1997 - Dec 1997
Business model development and planning/ budgeting. Responsible for reporting & monitoring of the European private equity portfolio.
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Group Planning & Strategy Development
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Aug 1994 - May 1997
Management of the Group Financial Planning Process; development of operational and strategic planning models, concepts and frameworks; elaboration of strategic business plans and financial models for the group’s private equity business
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Banque de Gestion Financiere, BAGEFI
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Zürich und Umgebung, Schweiz
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Software Development and Programming
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1989 - 1994
Analysis, design and programming of a multi-user private banking front-end/back-office application (transaction entry, settlement and booking of securities transactions, money market deposits and payments) in D-Base and Clipper Analysis, design and programming of a multi-user private banking front-end/back-office application (transaction entry, settlement and booking of securities transactions, money market deposits and payments) in D-Base and Clipper
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Education
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1988 - 1994
Universität Zürich
Master of Arts, Wirtschaftswissenschaften -
1981 - 1987
Kantonsschule Zürich-Oerlikon
Matura, Typus C (Math & Nat.Sciences)
Community
