Patrick Matti

Patrick Matti Email and Phone Number

Gérant de portefeuille sénior, responsable du département et directeur @ Kestrel Wealth Management SA
Lausanne, VD, CH
Patrick Matti's Location
Lausanne, Vaud, Switzerland, Switzerland
About Patrick Matti

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.

Patrick Matti's Current Company Details
Kestrel Wealth Management SA

Kestrel Wealth Management Sa

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Gérant de portefeuille sénior, responsable du département et directeur
Lausanne, VD, CH
Website:
kestrelwealth.ch
Employees:
2
Patrick Matti Work Experience Details
  • Kestrel Wealth Management Sa
    Gérant De Portefeuille Sénior, Responsable Du Département Et Directeur
    Kestrel Wealth Management Sa
    Lausanne, Vd, Ch
  • Kestrel Wealth Management Sa
    Senior Portfolio Manager, Head Of Department And Director
    Kestrel Wealth Management Sa May 2022 - Present
    Neuchâtel Area, Switzerland
  • Kestrel Wealth Management Sa
    Senior Portfolio Manager, Head Of Department Wealth Management
    Kestrel Wealth Management Sa May 2018 - May 2022
    Neuchâtel, Switzerland
  • Société Générale
    Senior Portfolio Manager
    Société Générale Oct 2013 - Oct 2016
    Région De Genève, Suisse
  • Societe Generale
    Senior Financial Analyst
    Societe Generale Jun 2007 - Sep 2013
    Geneva, Switzerland
  • Credit Suisse
    Financial Analyst
    Credit Suisse Feb 2005 - Mar 2007
    Région De New York City, États-Unis
  • Credit Suisse
    Investment Consultant
    Credit Suisse Jan 2002 - Jan 2005
    Ras Hong Kong
  • Credit Suisse
    Junior Relationship Manager
    Credit Suisse Dec 1999 - Dec 2001
    Montreux, Vaud, Suisse
  • Gyma (Suisse) Sa
    External Consultant
    Gyma (Suisse) Sa Jul 1997 - Jul 1998
    Bussigny
  • Ubs
    Mail Delivery
    Ubs Sep 1994 - Nov 1997
    Lausanne

Patrick Matti Education Details

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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