Patrick Feuz, Cfa, Tep

Patrick Feuz, Cfa, Tep Email and Phone Number

Partner, EC Holdings | Chief Representative, EC Holdings Bahamas @ EC Holdings
Nassau, BS
Patrick Feuz, Cfa, Tep's Location
Nassau, New Providence, The Bahamas, Bahamas
Patrick Feuz, Cfa, Tep's Contact Details

Patrick Feuz, Cfa, Tep work email

Patrick Feuz, Cfa, Tep personal email

n/a

Patrick Feuz, Cfa, Tep phone numbers

About Patrick Feuz, Cfa, Tep

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.

Patrick Feuz, Cfa, Tep's Current Company Details
EC Holdings

Ec Holdings

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Partner, EC Holdings | Chief Representative, EC Holdings Bahamas
Nassau, BS
Website:
ec-holdings.com
Employees:
15
Patrick Feuz, Cfa, Tep Work Experience Details
  • Ec Holdings
    Partner, Ec Holdings | Chief Representative, Ec Holdings Bahamas
    Ec Holdings
    Nassau, Bs
  • Nexor
    Founding Partner | Executive Chairman
    Nexor Jan 2024 - Present
    Nassau, New Providence, The Bahamas
  • Ec Holdings
    Partner, Ec Holdings | Chief Representative, Ec Holdings Bahamas
    Ec Holdings Sep 2022 - Present
    Nassau, New Providence, The Bahamas
  • Principal Global Advisors Ltd. (Bahamas)
    Founder | Chief Executive Officer
    Principal Global Advisors Ltd. (Bahamas) Jun 2021 - Dec 2023
    Nassau, New Providence, The Bahamas
  • Gonet & Cie Sa
    Chief Executive Officer, Gonet Bank & Trust Limited (Bahamas)
    Gonet & Cie Sa Dec 2019 - May 2021
    Nassau, New Providence, The Bahamas
  • Gonet & Cie Sa
    Executive Chairman, Gonet Bank & Trust Limited (Bahamas)
    Gonet & Cie Sa Jun 2018 - Nov 2019
    Nassau, New Providence, The Bahamas
  • Julius Baer
    Chief Executive Officer, Julius Baer Bank (Bahamas) Limited
    Julius Baer Jan 2011 - May 2018
    Nassau, New Providence, The Bahamas
  • Julius Baer
    Executive Director, Bank Julius Baer & Co. Ltd.
    Julius Baer Oct 2007 - Jan 2011
    Zurich And Geneva, Switzerland / Mexico-City, Mexico
  • Credit Suisse
    Vice-President
    Credit Suisse Jul 2004 - Sep 2007
    Miami, Florida, United States
  • Ubs
    Director
    Ubs Jul 2003 - Jun 2004
    Geneva, Switzerland
  • Ubs
    Director
    Ubs Mar 2000 - Jun 2003
    Caracas, Venezuela
  • Ubs
    Director
    Ubs Jun 1997 - Feb 2000
    Zurich, Switzerland
  • Swiss Bank Corporation
    Associate Director
    Swiss Bank Corporation May 1994 - May 1997
    Zurich, Switzerland

Patrick Feuz, Cfa, Tep Skills

Structured Products Private Banking Alternative Investments Fixed Income High Yield Investment Strategies Derivatives Equities Hedge Funds Asset Allocation Product Control Fx Wealth Management Investment Advisory Portfolios High Net Worth Individuals Bonds Currency Commodities Financial Markets Securities Wealth Mutual Funds Stocks Portfolio Management Options Debt Emerging Markets Financial Institutions Financial Advisory

Patrick Feuz, Cfa, Tep Education Details

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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