Patrick Robadey

Patrick Robadey

Assistant Manager

Followers of Patrick Robadey766 followers
location of Patrick RobadeyZurich, Zurich, Switzerland

Connect with Patrick Robadey to Send Message

Connect

Connect with Patrick Robadey to Send Message

Connect
  • Timeline

  • About me

    EAM Business Developer at UBP SA, Union Bancaire Privée

  • Education

    • Ecole de commerce Nicolas-Bouvier

      2001 - 2004
      Maturité Professionnelle Commerciale - Genève
    • HEG

      2004 - 2008
      Bachelor degree in economical science Specialization in risk analysis and performance as well as in wealth Management
    • Ecole MOSER

      1998 - 2000
      Studies of "Maturité fédérale"
  • 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
  • Licenses & Certifications

    • Certified Wealth Management Advisor (CWMA)

      SAQ Swiss Association for Quality
      Jan 2022