Patrick Fellay Email & Phone Number
@ubs.com
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Who is Patrick Fellay? Overview
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Patrick Fellay is listed as Managing Director at UBS AG, a with 28 employees, based in Savièse, Valais, Switzerland. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Patrick Fellay.
Patrick Fellay previously worked as Managing Director at Ubs and Managing Director at Ubs. Patrick Fellay holds Certified Wealth Management Advisor (Cwma) from Ubs Ag.
Email format at UBS AG
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AeroLeads found 1 current-domain work email signal for Patrick Fellay. Compare company email patterns before reaching out.
About Patrick Fellay
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.
Listed skills include Banque, Gestion De Patrimoine, Management, Portfolio Management, and 1 others.
Patrick Fellay's current company
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Patrick Fellay work experience
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Managing Director
CurrentBusiness manager wealth management Valais Oct. 2015 – to dateWorked together with the head of wealth management
Managing Director
Senior 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
Managing Director
Head Valais UHNW clients segmentSupervision of seven dedicated client advisorsAcquisition of UHNW clientsWealthy families client advisor
Managing Director
Head 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
Managing Director
Head 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
Managing Director
Head 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
Managing Director
Head 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
Executive Director
Head 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
Director
Various positions in wealth and portfolio management
Patrick Fellay education
Certified Wealth Management Advisor (Cwma)
Ubs Leadership Courses In Switherland And Abroad, Finance And Management
Cfa, Finance, Général, Certified Financial Analyst Certificate
Federal Certificate Of Business And Administration
Frequently asked questions about Patrick Fellay
Quick answers generated from the profile data available on this page.
What company does Patrick Fellay work for?
Patrick Fellay works for UBS AG.
What is Patrick Fellay's role at UBS AG?
Patrick Fellay is listed as Managing Director at UBS AG.
What is Patrick Fellay's email address?
AeroLeads has found 1 work email signal at @ubs.com for Patrick Fellay at UBS AG.
Where is Patrick Fellay based?
Patrick Fellay is based in Savièse, Valais, Switzerland while working with UBS AG.
What companies has Patrick Fellay worked for?
Patrick Fellay has worked for Ubs Ag and Ubs.
Who are Patrick Fellay's colleagues at UBS AG?
Patrick Fellay's colleagues at UBS AG include Flloyd Rewa and Ethan Harro.
How can I contact Patrick Fellay?
You can use AeroLeads to view verified contact signals for Patrick Fellay at UBS AG, including work email, phone, and LinkedIn data when available.
What schools did Patrick Fellay attend?
Patrick Fellay holds Certified Wealth Management Advisor (Cwma) from Ubs Ag.
What skills is Patrick Fellay known for?
Patrick Fellay is listed with skills including Banque, Gestion De Patrimoine, Management, Portfolio Management, and Investissements.
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