Patrick Wild Email & Phone Number

Zürich, Luzern, Amsterdam

Zürich

Palmarium is a financial services firm specializing in alternative investments with a focus on private equity, wealth management and advisory services. Dating back to the 1970s, the founders of Palmarium have been involved in a wide range of businesses and geographies. Having successfully built a diversified group of companies that operate in the areas of oil and gas, mining and infrastructure, real estate and hotels, as well as insurance and financial services.In 2012 Palmarium was originally created to manage the Shareholders ambitions to invest into a range of alternative asset classes. Starting with Fine Art Investments, Palmarium soon grew from a specialized single-family office to an integrated full service financial services firm.

Zurich, Delaware, Miami, Dubai, Novi Sad

Global marketplace for debt, equity and real estateCapcade is a robust workflow system and platform providing easy access, interactive tools and lean execution to all parties of financing transactions.

Zürich

Provision of financial services for wealthy individuals, asset management companies, investment funds and banks, especially in the area of building-up asset management companies and banks. The know-how and the network is used to support clients also in the area of human resources on the board and executive management level.

Amsterdam Area, Netherlands

Lebara is a telecommunications company providing services in many countries around the world, using the mobile virtual network operator business model. Lebara Mobile provides pay-as-you-go mobile SIM cards, targeted toward the needs of international communities and migrant workers.On September 15, 2017 Lebara Group B.V. and its Trademark Companies were acquired by Palmarium, a Swiss private family office via its subsidiary VIEO B.V.

Amsterdam Area, Netherlands

Zürich

Founded in 1984, is based in Lugano and has offices in Zurich, Nassau and Dubai. It comprises banks and companies with specific regional and professional expertise, which can meet any advisory or asset management requirement.

Lugano

Zürich

Establish and manage an asset management company which applies for a full Swiss banking licence. Develop China focused private equity and investment fund strategies and products for European institutional and private investors.

Zurich

Establish the banking platform for the first privately owned Swiss Bank with South African origins. Personnel, professional and strategic group management responsibility for Banque Louis SA.

Personnel, professional and strategic group management responsibility for Far East and Middle East, including personnel management responsibility for Latin America and South Europe.Develop Private Banking teams in the Far East (Hong Kong and Singapore based), Middle East (Dubai based). Develop a market entry strategy for these markets and establish a booking centre in Singapore. Looking after key clients and support the Private Banking teams in their acquisition projects.

Zurich

Chief Executive Officer (CEO)Member of the Private Banking Management CommitteeChairman of the Board of Directors of Julius Bär Trust Company (Cayman) Ltd, GeorgetownMember of the Board of Directors of Julius Bär Trust Company (Channel Islands) Ltd, Guernsey Personnel, professional and strategic management responsibility for the Julius Baer Family Office, including the trust centres in Guernsey and Cayman with 50 professionals. Developed and implemented a comprehensive Wealth Management strategy within Julius Baer Private Banking. Built up product and solution delivery, marketing and sales support for top private clientele of the bank, including family offices and wealthy entrepreneurs. Client cases involve the overall capabilities of the bank throughout, such as structured capital market solutions, tax optimized solutions for alternative investments, third party asset manager evaluation and monitoring, family governance advisory, global custody and consolidated reporting features.Head Private Banking Far East, Middle East and Eastern EuropeMember of the Private Banking Management CommitteeMember of the Board of Directors of Julius Bär (Middle East) Ltd, Dubai Personnel, professional and strategic management responsibility for the Sub-Business Line Growth Markets East, including Far East, Middle East (including Israel) and Eastern Europe with app. 20 private bankers and support staff (status mid 2005).Develop Private Banking teams in the Middle East (Geneva and Dubai based), Israel and for the former Soviet Union. Develop a market entry strategy for the Far East. Looking after key clients and support the Private Banking teams in their acquisition projects.

Zürich

Global Head International Private BankingHead Private Banking SwitzerlandMember of the Management Committee Personnel, professional and strategic management responsibility for the international Private Banking activities of the Leumi Group with 100 private bankers and support staff.Reorganized and restructured the Private Banking business of the Swiss Private Banking operation after the intervention of the EBK in 2001, through a process of segmentation, rationalization and set-up of new compliance and monitoring functions. Coordinated with the EBK and the special audit firm to strengthen the good standing of the Bank. Bank Leumi (Switzerland) was taken off the EBK watch list in spring 2003.

Zurich

Global Head Financial Planning & Wealth Management Member of the Management Board UBS Private Banking Personnel, professional and strategic management responsibility for the Financial Planning & Wealth Management business of UBS Private Banking with 700 private bankers and professionals in more than 20 locations worldwide. Implemented a comprehensive wealth management strategy for UBS Private Banking clients in Switzerland and in foreign onshore markets. Developed global Wealth Management teams based in Switzerland.Developed local teams in Asia (Singapore, Hongkong and Tokyo), Australia (Melbourne and Sydney), Latin America (out of New York and Miami) as well in Europe (Germany, UK, Spain, France and Italy). Focus of the activities was the built up of the Private Banking business in Asia. Built up and further developed a sophisticated and comprehensive global financial planning & wealth management service and product offering for the new UBS Private Banking (after the merger with SBC).

Zürich

Area Head for Swiss national and international corporate taxes in Zurich; Head of the ATAG Ernst & Young Banking Group. Provided advice on the tax implications of various types of contracts (e.g. distribution, service, franchise etc.). Assisted banks, financial institutions and other corporate companies with the design of tax effective finance strategies.Planned for joint ventures, acquisitions and management-buy-outs. Worked with private clients on the formulation of tax-efficient wealth protection strategies and negotiated with the respective tax authorities.

Zürich

Preparation of income tax returns for companies, trusts, partnerships and individuals; preparation of financial statements and corporate statutory returns; preparation of income tax and capital gains tax returns; research and development of tax concessions; preparation of notices of objection; preparation of newsletters and publications sponsored by the firm. Assisted companies, trusts, partnerships and wealthy individuals on tax planning strategies.