Patrick Roth

Patrick Roth Email and Phone Number

Conseiller en gestion de patrimoine
Patrick Roth's Location
Greater Bordeaux Metropolitan Area, France
Patrick Roth's Contact Details

Patrick Roth work email

Patrick Roth personal email

n/a
About Patrick Roth

BANKER AND BUSINESS OWNERHighly accomplished and results-driven finance executive with over 26 years of successful new business development in corporate and private banking and business leadership experience.Energetic and goal-oriented with a genuine passion for investment strategy and a well-rounded background in optimizing performance and growth.Ancien banquier d'affaires et banquier privé pendant plus de 20 ans au sein de banques internationales de renom, j'ai crée une structure de conseil dans le rapprochement d'entreprises et d'optimisation du patrimoine privé du chef d'entreprise ainsi que des cadres dirigeants et des professions libérales.Spécialités : Activité de conseil en Corporate Finance et Activité de conseil en stratégie et gestion patrimoniale.Conseil en Fusion Acquisition Valorisation et levée de capitauxOptimisation juridique et fiscale des patrimoines professionnel et privéConseil en allocation d'actifs financiers Drawing on the confidence gained from over 20 years of experience in the field, we offer independent advice to business owners and wealthy individuals.As a fully independent financial advisor, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. We focus solely on financial planning and investment consulting :- Independent Assessment- Merger and Acquisition- Wealth Transfer Planning- Leverage Financing (LBO, OBO...)A customised asset allocation that takes individual goals and objectives into account :- Investment Framework and Risk Management Tools- Enhanced asset allocation- Rigorous Portfolio Construction and Risk Management- Real Estate Investment- Vineyard Acquisition- Private Equity investment

Patrick Roth's Current Company Details

Conseiller en gestion de patrimoine
Patrick Roth Work Experience Details
  • Pr Conseil& Patrimoines
    Business Owner
    Pr Conseil& Patrimoines Mar 2007 - Aug 2024
    Founder and president of PRCP : Financial AdvisorsWealth transfer planning, focus on financial planning and investment consulting for successful business owners and wealthy individuals in France and abroad for french citizens ( Beijing, Shanghai, Hong Kong, Bangkok,Singapore, Abu Dhabi, Dubaï)Protecting and growing their assets by developing a customized asset allocation investment
  • Banque De Neuflize Obc  Groupe Abn Amro
    Executive Director
    Banque De Neuflize Obc Groupe Abn Amro May 1994 - Dec 2006
  • Bruxelles Lambert Group
    Vice President
    Bruxelles Lambert Group 1992 - 1993
    Paris
    Vice president in corporate banking for French listed companies (CAC 40)
  • Worms Bank
    Senior Vice President
    Worms Bank 1988 - 1992
    Paris
    Senior vice president for multinational companies in Scandinavian countries and Iceland.
  • Paribas Group
    Senior Vice President
    Paribas Group 1986 - 1988
    Authorized representative for business owners
  • Ecole De L'Air De Salon De Provence
    French Air Force Army
    Ecole De L'Air De Salon De Provence 1983 - 1985
    Officer – first lieutenant – in charge of the training at a flight school of the Air Force

Patrick Roth Skills

Management Investissements Finance D'entreprise Finance Fusions Et Acquisitions Gestion De Portefeuille Consulting Corporate Finance Mergers And Acquisitions Business Development Business Strategy New Business Development Gestion Des Risques Capital Investissement Strategy Leadership Banque D'investissement English Portfolio Management Gestion D'actifs Sales Manager Financial Analysis Negotiation Anglais Investments Risk Management Sales Management Mergers Investment Banking Gestion Dactifs

Patrick Roth Education Details

Frequently Asked Questions about Patrick Roth

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

Patrick Roth's current role is Conseiller en gestion de patrimoine.

What is Patrick Roth's email address?

Patrick Roth's email address is p.****@****prcp.fr

What schools did Patrick Roth attend?

Patrick Roth attended Master Gestion Financière, Ecole Polytechnique D'assurances, Université De Nice-Sophia Antipolis.

What are some of Patrick Roth's interests?

Patrick Roth has interest in Golf, Nautisme, Voyages, Ski.

What skills is Patrick Roth known for?

Patrick Roth has skills like Management, Investissements, Finance D'entreprise, Finance, Fusions Et Acquisitions, Gestion De Portefeuille, Consulting, Corporate Finance, Mergers And Acquisitions, Business Development, Business Strategy, New Business Development.

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