Patrick Fellay work email
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Patrick Fellay personal email
Manager and senior client advisor with 30 years of experience in the wealth management industry. Broad expertise in investments and markets (obtained my CFA in 1997). Large experience in dealing with clients of different origins and countries, strong ability to develop new client relationships, large intermediaries network. Experience to work in different languages: fluent in French, English and German; good knowledge of Swiss German and Italian. Regarded as analytically driven, pragmatic and independent, confirmed organizational skills. Strong track record in driving business development. Ability to manage and influence others at the most senior level. Successful staff management, low staff turnover and high key people retention. Development of a strong team orientation and high performance requirements.
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Managing DirectorUbs AgSavièse, Vs, Ch
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Managing DirectorUbs Ag Oct 2015 - PresentSionBusiness manager wealth management Valais Oct. 2015 – to dateWorked together with the head of wealth management -
Managing DirectorUbs Ag Jan 2014 - Sep 2015SionSenior client advisor for lawyers, notaries and fiduciaries Jan. 2015 – Oct. 2015Contributed to the development of the segment services and products Regularly met with the key clients of the desk
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Managing DirectorUbs Apr 2012 - May 2013SionHead Valais UHNW clients segmentSupervision of seven dedicated client advisorsAcquisition of UHNW clientsWealthy families client advisor
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Managing DirectorUbs Ag Oct 2010 - Apr 2012SionHead of the lawyers, notaries and fiduciaries clients segment for the Valais head of the wealth management desk of UBS SA Verbier Managed in total 9 dedicated client advisorsEstablished the lawyers, notaries and fiduciaries segment of UBS S.A in the canton of Valais Managed the wealth management team of UBS S.A. Verbier
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Managing DirectorUbs Ag Sep 2009 - Sep 2010MartignyHead private banking and affluent banking for the Bas-Valais and the Chablais vaudois region Managed 20 client advisors and members of staffBuilt up the wealth management market in the Bas-Valais and Chablais region
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Managing DirectorUbs Ag May 2009 - Sep 2009SionHead wealth management for the valais regionImplemented the new private banking organization in the ValaisMerged the private banking activities of the Haut-Valais and the Bas-ValaisManaged 90 peopleDeveloped the Valais wealth management market
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Managing DirectorUbs Oct 2008 - Apr 2009SionHead of Wealth Management and Business Banking for the Valais romand Strategically and operationally developed the new UBS SA organization in the Valais romand Management of 200 peopleSuccessfully led all 3 client segmentsEnlarged the network of professional intermediaries
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Executive DirectorUbs Ag Aug 1998 - Dec 2007Head wealth management for the Valais romand Managed 70 advisors and staff membersIntegrated the affluent banking segment into the private banking segmentManaged and significantly grown a portfolio of wealth management clientsResponsible for the Suisse romande (Vaud, Valais Neuchâtel, Fribourg) of a strategic project with the objective to develop new lump sum taxation clientsHead private banking for the ValaisIntegrated the private banking activities for the canton of Valais at the UBS/SBC merger Organized and developed the wealth management market in the Valais
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DirectorUbs Ag Jun 1984 - Jul 1998Zürich, London, Jersey, TorontoVarious positions in wealth and portfolio management
Patrick Fellay Skills
Patrick Fellay Education Details
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Ubs AgCertified Wealth Management Advisor (Cwma) -
Ubs AgFinance And Management
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Chartered Financial AnalystCertified Financial Analyst Certificate
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Professional SchoolFederal Certificate Of Business And Administration
Frequently Asked Questions about Patrick Fellay
What company does Patrick Fellay work for?
Patrick Fellay works for Ubs Ag
What is Patrick Fellay's role at the current company?
Patrick Fellay's current role is Managing Director.
What is Patrick Fellay's email address?
Patrick Fellay's email address is pa****@****ubs.com
What schools did Patrick Fellay attend?
Patrick Fellay attended Ubs Ag, Ubs Ag, Chartered Financial Analyst, Professional School.
What skills is Patrick Fellay known for?
Patrick Fellay has skills like Banque, Gestion De Patrimoine, Management, Portfolio Management, Investissements.
Who are Patrick Fellay's colleagues?
Patrick Fellay's colleagues are Flloyd Rewa, Ethan Harro.
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Patrick Fellay
Collaborateur Administratif Service Facturation Médecine Alternative Et Factures Étrangères Au Groupe Mutuel Sion. En Emploi Pour Un Cdd Jusqu'À Fin Avril 2025Sierre -
Patrick Fellay
Switzerland -
Patrick Fellay
Chef Du Service Infrastructures, Mobilité & Environnement Chez Administration Communale De MontheyBern
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