Patrick Roefs Email & Phone Number

Professional Summary:After earning my degree (lic.oec.) from the University of St. Gallen, I began my career in Credit Management at Credit Suisse. I then transitioned to Bank von Ernst, where I served as a Relationship Manager in Private Banking and Assistant to the Management Committee. After qualifying as a Certified Financial Analyst and Portfolio Manager (CIIA), I joined Bank Julius Baer in 2001 as a Fund Analyst. Two years later, I was promoted to Head of Fund Analysis for traditional funds. Following a successful period in Product Management, I returned in 2010 to take on the responsibility for the selection of both traditional and alternative funds.Expertise and Achievements:As a Fund Investment Specialist, my expertise encompasses:- Global Fund Management: Managing a global fund shelf along the needs of internal global stakeholders (discretionary & advisory business), incorporating an ESG-framework and adding an SGD aligned fund range- Project Leadership: Planning and managing projects across teams (strategic, investment-related, organisational)- Due Diligence & Fund Approval: Leading the due diligence process and global approval of funds (passive funds, traditional funds, hedge funds, private markets funds, digital asset funds, sustainable funds) - Innovation & Fund Development: Driving innovation and developing new fund solutions (inhouse managed funds, sub-advised funds, feeder structures and fund-of-funds)- Sales & Promotion Impact: Creating impact by managing sales and promotion activities, including the ownership of platforms, production of fund documents, portfolio implementation and fund advisory activities