Patrick Feuz, Cfa, Tep Email and Phone Number
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Mr. Feuz was appointed Executive Chairman of Nexor Family Office following the merger of Principal Global Advisors Limited and Nexor (Bahamas) Ltd. in January 2024. Nexor is a licensed asset management company in The Bahamas, the preeminent international financial center in the region.Previously, Mr. Feuz served as CEO of Julius Baer Bank (Bahamas) Limited, Gonet Bank & Trust Limited (Bahamas), and Principal Global Advisors Limited.He is also a Partner at EC Holdings, a global leader in residence and citizenship by investment solutions, representing the group in The Bahamas.Mr. Feuz began his career 30 years ago at Swiss Bank Corporation in Zurich and acquired extensive knowledge and expertise in the field of international private banking at UBS, Credit Suisse, Julius Baer, and Gonet in Switzerland, Latin America, the Caribbean, and the U.S. He is a multilingual and multicultural wealth management professional with a proven track record in business development, sales, and relationship management, and serves high and ultra-high net worth individuals and families on different continents.Mr. Feuz holds an MS in Business/Managerial Economics from the University of Zurich and is a CFA Charterholder. The CFA charter has become the global professional investment credential. Established in 1962, the CFA Program sets the global standard for investment knowledge, standards, and ethics. He also holds the Trust and Estate Practitioner designation (TEP). Founded in 1991, STEP (the Society of Trust and Estate Practitioners) is the international professional body for advisers who specialize in inheritance and succession planning. Full STEP members, known as ‘TEPs’, are internationally recognized as experts in their field.
Ec Holdings
View- Website:
- ec-holdings.com
- Employees:
- 15
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Partner, Ec Holdings | Chief Representative, Ec Holdings BahamasEc HoldingsNassau, Bs -
Founding Partner | Executive ChairmanNexor Jan 2024 - PresentNassau, New Providence, The Bahamas -
Partner, Ec Holdings | Chief Representative, Ec Holdings BahamasEc Holdings Sep 2022 - PresentNassau, New Providence, The Bahamas -
Founder | Chief Executive OfficerPrincipal Global Advisors Ltd. (Bahamas) Jun 2021 - Dec 2023Nassau, New Providence, The Bahamas -
Chief Executive Officer, Gonet Bank & Trust Limited (Bahamas)Gonet & Cie Sa Dec 2019 - May 2021Nassau, New Providence, The Bahamas -
Executive Chairman, Gonet Bank & Trust Limited (Bahamas)Gonet & Cie Sa Jun 2018 - Nov 2019Nassau, New Providence, The Bahamas -
Chief Executive Officer, Julius Baer Bank (Bahamas) LimitedJulius Baer Jan 2011 - May 2018Nassau, New Providence, The Bahamas -
Executive Director, Bank Julius Baer & Co. Ltd.Julius Baer Oct 2007 - Jan 2011Zurich And Geneva, Switzerland / Mexico-City, Mexico -
Vice-PresidentCredit Suisse Jul 2004 - Sep 2007Miami, Florida, United States -
DirectorUbs Jul 2003 - Jun 2004Geneva, Switzerland -
DirectorUbs Mar 2000 - Jun 2003Caracas, Venezuela -
DirectorUbs Jun 1997 - Feb 2000Zurich, Switzerland -
Associate DirectorSwiss Bank Corporation May 1994 - May 1997Zurich, Switzerland
Patrick Feuz, Cfa, Tep Skills
Patrick Feuz, Cfa, Tep Education Details
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Business/Managerial Economics -
Cfa InstituteInvestments And Securities -
Trust And Estate Practitioner
Frequently Asked Questions about Patrick Feuz, Cfa, Tep
What company does Patrick Feuz, Cfa, Tep work for?
Patrick Feuz, Cfa, Tep works for Ec Holdings
What is Patrick Feuz, Cfa, Tep's role at the current company?
Patrick Feuz, Cfa, Tep's current role is Partner, EC Holdings | Chief Representative, EC Holdings Bahamas.
What is Patrick Feuz, Cfa, Tep's email address?
Patrick Feuz, Cfa, Tep's email address is pa****@****aer.com
What is Patrick Feuz, Cfa, Tep's direct phone number?
Patrick Feuz, Cfa, Tep's direct phone number is +124232*****
What schools did Patrick Feuz, Cfa, Tep attend?
Patrick Feuz, Cfa, Tep attended University Of Zurich, Cfa Institute, Step | The Society Of Trust And Estate Practitioners.
What are some of Patrick Feuz, Cfa, Tep's interests?
Patrick Feuz, Cfa, Tep has interest in Health, Education, Environment, Economic Empowerment.
What skills is Patrick Feuz, Cfa, Tep known for?
Patrick Feuz, Cfa, Tep has skills like Structured Products, Private Banking, Alternative Investments, Fixed Income, High Yield, Investment Strategies, Derivatives, Equities, Hedge Funds, Asset Allocation, Product Control, Fx.
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