Philippe Preite, Cfa, Cfte

Philippe Preite, Cfa, Cfte Email and Phone Number

CEO and Head of Investment Committee @ Sentosa Exponential Asset Management
Panama
Philippe Preite, Cfa, Cfte's Location
Panama, Panama
About Philippe Preite, Cfa, Cfte

Experienced Head Of Investment with a demonstrated history of working in the banking industry. Skilled in Financial Markets, Asset Management and Investment Products in general (FX, structured solutions, Hedge Funds, Private Equity, Structured Finance). Strong operations professional graduated from IFTA and CFA institute.

Philippe Preite, Cfa, Cfte's Current Company Details
Sentosa Exponential Asset Management

Sentosa Exponential Asset Management

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CEO and Head of Investment Committee
Panama
Website:
sentosa-co.com
Employees:
1
Philippe Preite, Cfa, Cfte Work Experience Details
  • Sentosa Exponential Asset Management
    Ceo And Head Of Investment Committee
    Sentosa Exponential Asset Management
    Panama
    View
  • Sentosa Exponential Asset Management (Seam)
    Ceo & Head Of Investment Committee
    Sentosa Exponential Asset Management (Seam) Nov 2024 - Present
    View
  • Sentosa & Co
    Ceo & Founder
    Sentosa & Co Dec 2019 - Present
    Panama
    Sentosa & Co is an Investment Company/CIO Office that aims to provide international financial expertise in Advisory and Discretionary investment to Financial Institutions and UHNWI.
    View
  • Bacalia Ag
    Board Member
    Bacalia Ag Dec 2019 - Present
    View
  • Julius Baer
    Head Investment Advisory Americas
    Julius Baer Nov 2015 - Nov 2019
    Panama City
    View
  • Credit Suisse
    Cs Panama : Uhnw Ic/Investment Manager
    Credit Suisse Aug 2014 - Oct 2015
    Panama City
    View
  • Credit Suisse
    Cs Singapore : Head Investment Consulting - International Wealth Management
    Credit Suisse Mar 2010 - Jul 2014
    Singapore
    Latam, Eastern Europe, Middle East, Western EuropeObjective to support and attract international UHNWI clients in offering Asian investments and Asian business opportunities. High level of tailor made solutions.
    View
  • Credit Suisse - Switzerland
    Cs Switzerland : Investment Consultant - Advisory & Sales
    Credit Suisse - Switzerland Aug 2007 - Feb 2010
    Geneva
    Tailor made investment solutions for HNWI/UHNWI - Sales Management and clients meetings
    View
  • Banque Cramer & Cie - Switzerland
    Trader - Equity/Fixed Income/Fx/Derivatives
    Banque Cramer & Cie - Switzerland Aug 2004 - Jul 2007
    Geneva
    Multi asset class Trader (Fixed Income, Equities, Derivatives, FX)Bank treasury responsability and overnight cash management
    View
  • Scotiabank - Switzerland
    Stock Broker
    Scotiabank - Switzerland Jun 2001 - Jul 2004
    Geneva
    Advising on US and Canadian companies to Sales Traders and External Asset Managers
    View

Philippe Preite, Cfa, Cfte Skills

Investment Portfolio Client Visits Sales Management Asset Allocation Strategic Investment Tactical Solutions Equities Fixed Income Fx Hedging Hedge Funds Derivatives Structured Products Private Pl Private Banking Investment Banking Wealth Management Asset Management Fx Options

Philippe Preite, Cfa, Cfte Education Details

  • Cfa Institute
    Cfa Institute
    Id 6185172
  • Ifta
    Ifta
    Cfte (Certified Financial Technician)

Frequently Asked Questions about Philippe Preite, Cfa, Cfte

What company does Philippe Preite, Cfa, Cfte work for?

Philippe Preite, Cfa, Cfte works for Sentosa Exponential Asset Management

What is Philippe Preite, Cfa, Cfte's role at the current company?

Philippe Preite, Cfa, Cfte's current role is CEO and Head of Investment Committee.

What schools did Philippe Preite, Cfa, Cfte attend?

Philippe Preite, Cfa, Cfte attended Cfa Institute, Ifta.

What skills is Philippe Preite, Cfa, Cfte known for?

Philippe Preite, Cfa, Cfte has skills like Investment Portfolio, Client Visits, Sales Management, Asset Allocation, Strategic Investment, Tactical Solutions, Equities, Fixed Income, Fx Hedging, Hedge Funds, Derivatives, Structured Products.

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