Patrick Robadey

Experience

• 

  The Forum Finance Group SA | Geneva | Switzerland

  Jun 2009 - Sept 2011

  Assistant Manager

  • Report management, consolidation and calculation for the Family Office activity• Management and monitoring of managers investments, including database updates and accounts consolidation• Daily trades of stocks, bonds, FX, structured products and funds • Analysis and consolidation for client accounts• Management fees calculation, banks and funds retrocession• LBA co-responsible for all opening, closing accounts moreover risk client monitoring

• 

  Lombard Odier Group

  Sept 2011 - Aug 2024

  Senior Vice President since March 2023Vice President from March 2019 to March 2023• Primary point of contact for my group of External Asset Managers by providing them access to Lombard Odier services• Managing the partnership and the development across Lombard Odier• Working with specialists to identify and design tailor-made solutions• Daily trades of stocks, bonds, funds, FX and structured product• Daily contact with clients in order to ensure a close relationship and reach objectives• Inform clients of the regulatory and administrative adaptation• Organization of dedicated events for our customers Show less

  • EAM Business Developer - Senior Vice President

    Jan 2024 - Aug 2024

  • EAM Team Head

    Mar 2016 - Dec 2023

  • EAM Relationship Manager

    Jan 2013 - Mar 2016

  • EAM Assistant Relationship Manager

    Sept 2011 - Jan 2013
• 

  UBP - Union Bancaire Privée

  Aug 2024 - now

  Business Developer