Patrick Matti Email and Phone Number
Expert in financial analysis and portfolio management. I had the opportunity to work with well-known financial institutions to deploy my competences regarding equities, bonds, structured products and hedge funds. These investments have always been done based on a thorough risk/reward analysis, as well as Investment horizon, two main points to expand and develop loyalty of a clientele. All along my career I also participated and managed various projects, not only to improve operations efficiency, but also to avoid operational losses.Curious, I had the opportunity to work in two of the major world's financial centers (Hong Kong and New York City) and to collaborate with major actors on the Street. I excel in the foremost IT tools for financial analysis and investment management, such as Bloomberg and Factset, as well as English after five years in English-speaking countries.
Kestrel Wealth Management Sa
View- Website:
- kestrelwealth.ch
- Employees:
- 2
-
Gérant De Portefeuille Sénior, Responsable Du Département Et DirecteurKestrel Wealth Management SaLausanne, Vd, Ch -
Senior Portfolio Manager, Head Of Department And DirectorKestrel Wealth Management Sa May 2022 - PresentNeuchâtel Area, Switzerland -
Senior Portfolio Manager, Head Of Department Wealth ManagementKestrel Wealth Management Sa May 2018 - May 2022Neuchâtel, Switzerland -
Senior Portfolio ManagerSociété Générale Oct 2013 - Oct 2016Région De Genève, Suisse -
Senior Financial AnalystSociete Generale Jun 2007 - Sep 2013Geneva, Switzerland -
Financial AnalystCredit Suisse Feb 2005 - Mar 2007Région De New York City, États-Unis -
Investment ConsultantCredit Suisse Jan 2002 - Jan 2005Ras Hong Kong -
Junior Relationship ManagerCredit Suisse Dec 1999 - Dec 2001Montreux, Vaud, Suisse -
External ConsultantGyma (Suisse) Sa Jul 1997 - Jul 1998Bussigny
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Mail DeliveryUbs Sep 1994 - Nov 1997Lausanne
Patrick Matti Education Details
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Master'S Degree -
Collège Saint-MichelSwiss Matura Diploma
Frequently Asked Questions about Patrick Matti
What company does Patrick Matti work for?
Patrick Matti works for Kestrel Wealth Management Sa
What is Patrick Matti's role at the current company?
Patrick Matti's current role is Gérant de portefeuille sénior, responsable du département et directeur.
What schools did Patrick Matti attend?
Patrick Matti attended Hec Lausanne - School Of Business, Collège Saint-Michel.
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