Senior Investment Advisor
CurrentCo-responsibility and development of the bank's investment process.Investment advisory, product selection, portfolio construction, portfolio management and deputy head of the advisory desk
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@raiffeisen.ch
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Patrick Volkart is listed as Senior Investment Advisor at Bank Avera, a company with 72 employees, based in Zurich, Switzerland, Switzerland. AeroLeads shows a work email signal at raiffeisen.ch and a matched LinkedIn profile for Patrick Volkart.
Patrick Volkart previously worked as Head Product Research at Raiffeisen Switzerland and Head Product Research at Investment Office Raiffeisen Gruppe, Notenstein La Roche Privatbank Ag. Patrick Volkart holds Master Of Arts, Wirtschaftswissenschaften from Universität Zürich.
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Investment specialist with many years of experience in the areas of investment process and strategy, investment management, advisory & consulting as well as product selection and developmentFocused on high quality and customer-oriented consulting as well as ethical and professional standardsEnthusiastic team player who can also lead and convinces through high motivation, creativity and pragmatic solution orientationKnow-how: Investment advisory, asset management, investment funds, derivatives, structured products, taylor made investment solutions, alternative investmentsAdditional specialties: Multi-manager-, multi-asset-, multi-strategy solutions, acitve management, risk management
Listed skills include Asset Management, Manager Selection, Alternative Investments, Fund Of Funds, and 14 others.
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Wetzikon, Zurich, Switzerland
Co-responsibility and development of the bank's investment process.Investment advisory, product selection, portfolio construction, portfolio management and deputy head of the advisory desk
Responsible for Raiffeisen Investment Product Offering (Fund Selection)
Zürich
Responsible for Raiffeisen Group's Investment Product Offering (Fund Selection)
St. Gallen
Responsible for Raiffeisen Switzerland's Investment & Portfolio Solutions and Fund Selection Offering
St.Gallen
Investment Advisory, Investment Process, Institutional Advisory Mandates and Product Selection
Zürich Und Umgebung, Schweiz
Projects include business development, fundraising, investment consulting, dynamic investment strategies, concept to build-up an investment competence center
Zürich Und Umgebung, Schweiz
Responsible for strategic development of the overall investment offering and dedication to manager selection across all asset classes, alternative investments and VP Bank multi-manager funds
Zürich Und Umgebung, Schweiz
Responsible for the banks best-in-class fund selection offering across all asset classes, alternative investments and VP Bank multi-manager funds
Zürich Und Umgebung, Schweiz
Responsible for management of equity and fixed income products, alternative investments and fund manager selection for private and institutional clients
Zürich Und Umgebung, Schweiz
Wealth Engineering & Consulting and for Ultra High Net Worth Individuals and product structuring for special asset classes like private equity and insurance linked products.
Zürich Und Umgebung, Schweiz
Julius Baer Wealth Engineering: Investment consulting and solution structuring for Ultra High Net Worth Individuals and product structuring for special asset classes like private equity and insurance linked products.
Zürich Und Umgebung, Schweiz
Responsible for asset & liability management, treasury, money market trading, interest rate derivatives, structured fixed income, fund research and fund execution
Zurich
Business model development and planning/ budgeting. Responsible for reporting & monitoring of the European private equity portfolio.
Zürich Und Umgebung, Schweiz
Management of the Group Financial Planning Process; development of operational and strategic planning models, concepts and frameworks; elaboration of strategic business plans and financial models for the group’s private equity business
Zürich Und Umgebung, Schweiz
Analysis, design and programming of a multi-user private banking front-end/back-office application (transaction entry, settlement and booking of securities transactions, money market deposits and payments) in D-Base and Clipper
Other employees you can reach at bank-avera.ch. View company contacts for 72 employees →
Ilaria Vetrano
Colleague at Bank AveraWetzikon, Zurich, Switzerland, Switzerland
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CL
Corina Löpfe
Colleague at Bank AveraZurich, Zurich, Switzerland, Switzerland
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RJ
Roger J.
Colleague at Bank AveraWeinfelden, Thurgau, Switzerland, Switzerland
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OJ
Oliver Jenzer
Colleague at Bank AveraGossau, Zurich, Switzerland, Switzerland
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SP
Sanjay Perera
Colleague at Bank AveraWinterthur, Zurich, Switzerland, Switzerland
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RW
Rita Wyss
Colleague at Bank AveraWetzikon, Zurich, Switzerland, Switzerland
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RM
Raymond Marfurt
Colleague at Bank AveraZurich, Switzerland, Switzerland
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KW
Karsten Weber
Colleague at Bank AveraZurich, Switzerland, Switzerland
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ER
Eva Randegger
Colleague at Bank AveraZurich, Zurich, Switzerland, Switzerland
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RL
Ralf Luchsinger
Colleague at Bank AveraSchwanden, Glarus, Switzerland, Switzerland
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Quick answers generated from the profile data available on this page.
Patrick Volkart works for Bank Avera.
Patrick Volkart is listed as Senior Investment Advisor at Bank Avera.
AeroLeads has found 1 work email signal at @raiffeisen.ch for Patrick Volkart at Bank Avera.
Patrick Volkart is based in Zurich, Switzerland, Switzerland while working with Bank Avera.
Patrick Volkart has worked for Bank Avera, Raiffeisen Switzerland, Investment Office Raiffeisen Gruppe, Notenstein La Roche Privatbank Ag, Raiffeisen Schweiz, and Independent.
Patrick Volkart's colleagues at Bank Avera include Ilaria Vetrano, Corina Löpfe, Roger J., Oliver Jenzer, and Sanjay Perera.
You can use AeroLeads to view verified contact signals for Patrick Volkart at Bank Avera, including work email, phone, and LinkedIn data when available.
Patrick Volkart holds Master Of Arts, Wirtschaftswissenschaften from Universität Zürich.
Patrick Volkart is listed with skills including Asset Management, Manager Selection, Alternative Investments, Fund Of Funds, Product Development, Structured Products, Risk Management, and Hedge Funds.
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