Patrick Feuz, Cfa, Tep Email & Phone Number

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.

Listed skills include Structured Products, Private Banking, Alternative Investments, Fixed Income, and 26 others.