Patrick Albert

Patrick Albert Email and Phone Number

Director - Senior Wealth Adviser @ JBWere
Melbourne, VIC, AU
Patrick Albert's Location
Greater Melbourne Area, Australia
Patrick Albert's Contact Details

Patrick Albert work email

Patrick Albert personal email

About Patrick Albert

An engaging and solution oriented investment specialist with interdisciplinary skills in business, risk & people management.Over 20 years’ experience working with Private & Family Office clients across Australia, Asia, Europe & The Americas.Proven track record of successfully investing client funds across major asset classes, including FX, debt & cash flow management, and providing advice on family governance, next generation and succession matters.Board experience in the not-for-profit/benevolent and commercial sector.

Patrick Albert's Current Company Details
JBWere

Jbwere

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Director - Senior Wealth Adviser
Melbourne, VIC, AU
Website:
jbwere.com
Employees:
574
Patrick Albert Work Experience Details
  • Jbwere
    Director - Senior Wealth Adviser
    Jbwere
    Melbourne, Vic, Au
    View
  • Jbwere
    Senior Wealth Adviser - Director
    Jbwere Feb 2020 - Present
    Melbourne, Victoria, Australia
    Advising families and for-purpose organisations on strategy, investments, risk management, family governance, philanthropy and intergenerational wealth transfer.
    View
  • Commonwealth Bank
    Executive Manager - Commonwealth Private Office Vic & Tas
    Commonwealth Bank Jun 2016 - Aug 2019
    Melbourne, Australia
    View
  • Ubs
    Executive Director - Markets & Operations Risk Manager Vic & Qld
    Ubs Oct 2013 - Jun 2016
    Melbourne Area, Australia
    View
  • E.L. & C. Baillieu Limited
    Investment Advisor / Head International Equities
    E.L. & C. Baillieu Limited May 2012 - Oct 2013
    Melbourne, Australia
    View
  • Credit Suisse Ag
    Senior Relationship Manager - Vice President
    Credit Suisse Ag Aug 2009 - Apr 2012
    Melbourne, Australia
    View
  • Ubs
    Director - Senior Client Advisor - Anz & Sea
    Ubs May 2007 - Jul 2009
    Singapore
    View
  • Ubs
    Director - Senior Client Advisor - Cyprus & Greece
    Ubs Feb 2006 - Jul 2007
    Zürich Area, Switzerland
    View
  • Ubs
    Director - Head Of Representative Office
    Ubs Jan 2003 - Dec 2006
    Cyprus
    View
  • Ubs
    Associate Director - Business Manager
    Ubs Nov 2000 - Dec 2002
    Bahamas
    View
  • Ubs
    Relationship Manager Financial Institutions
    Ubs Nov 1997 - Oct 2000
    Zürich Area, Switzerland
    View
  • Swiss Armed Forces
    Infantry Platoon Commander (2Nd Lieutenant) - Retired
    Swiss Armed Forces 1990 - 2001
    View

Patrick Albert Skills

Banking International Business Development Fixed Income Corporate Finance Portfolio Management Investments Financial Risk English Finance Asset Allocation Investment Advisory Strategic Planning Strategy Financial Services Commercial Banking Wealth Management Equities Crosses Marketing Risk Management Trading Of Domestic And International Equities Fwd Corporate Governance Private Equity Business Strategy Management Structured Multi Currency Loans Private Banking German Spot French Loans Board Of Directors Fx Financial Markets

Patrick Albert Education Details

Frequently Asked Questions about Patrick Albert

What company does Patrick Albert work for?

Patrick Albert works for Jbwere

What is Patrick Albert's role at the current company?

Patrick Albert's current role is Director - Senior Wealth Adviser.

What is Patrick Albert's email address?

Patrick Albert's email address is pa****@****ail.com

What schools did Patrick Albert attend?

Patrick Albert attended Sib Swiss Institute For Business Administration, Stockbrokers And Financial Advisers Association Of Australia, Kv Business School Zürich.

What skills is Patrick Albert known for?

Patrick Albert has skills like Banking, International Business Development, Fixed Income, Corporate Finance, Portfolio Management, Investments, Financial Risk, English, Finance, Asset Allocation, Investment Advisory, Strategic Planning.

Who are Patrick Albert's colleagues?

Patrick Albert's colleagues are David Sisley, Dean Campbell, Andrew Perry, Nicole Price, Andrew Sturgeon, Michelle Khoo, Louise Pratley.

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