Philippe Ravioli, CWMA

Experience

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  Argos Investment Managers SA

  Jul 2007 - Oct 2007

  Fund Manager Assistant

  • Preliminary analysis of the fund stock-watchlist (balance sheet, income and cash flow statement).• Production of P/E and P/B ratios, EBIT, RoA, EPS according to the Value Investing approach.• Compiling of market news, alerts and analyst reports on the fund stock-watchlist.

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  UBS Wealth Management

  Dec 2007 - Dec 2009

  Client Advisor Assistant

  • Management of client accounts/requests on a daily basis.• Preparation of client meetings with active on-site support to Client Advisors.• Account opening and closing. Management of the ongoing KYC documentation.• Stock market orders.

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  Deutsche Bank

  Feb 2010 - Apr 2011

  Junior Account Manager

  • Client meetings, including performance & holdings review together with a presentation of the general macroeconomic environment.• Adjustments of the asset allocation in order to match the investor risk profile & performance targets.• Accounts opening and closing. Management and improvement of the ongoing KYC documentation.

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  The Forum Finance Group

  Jan 2011 - Oct 2013

  Junior Portfolio Manager

  • Daily portfolio management, creating added value through performance, diversification, compliance and optimized risk/return ratio.• Stock picking & creation of research and analytical reports on single stocks.• Creation of tailor-made investment proposals trough asset allocation rebalancing and recommendations.• Weekly attendance to investment committee with CIO and full board of Partners. Participation to punctual events such as macroeconomics reviews, outlooks & perspectives from our partners, custodian banks and product providers. Show less

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  Lombard Odier

  Feb 2014 - now

  Relationship Manager for the EAM Department - VP

  • Managing the partnership and development of the EAM client base• Primary entry point for the Lombard Odier offering, including access to specialists & highly personalized services• Implementation of complex solutions in relation to the ongoing regulatory changes• Organization & promotion of highly specialized dedicated events