PATRICK OBERHAENSLI OVERVIEW

BIO

BIOGRAPHY



Patrick started his career at a large Swiss Bank with Senior Positions in Internal Audit (covering in particular Investment Banking activities on an ex-post but also ex-ante basis with large and very large projects), Investment Banking (Interest Rates Derivatives) and complex Institutional Advisory.


He also was Head of Institutional Sales Switzerland for a leading Dutch Global Asset Manager: with a particular focus on distinctive strategies in Equities, Fixed Income and Managed Futures.


Moreover, he has been a member of the Board of Directors of the CMT ASSOCIATION (www.cmtassociation.org, Technical Analysis) for 3 years.


Throughout his more than 25 years of professional experience, Patrick has acquired extensive cross-asset class expertise in multiple domains such as Derivatives/Structured Products, Quantitative Strategies and Valuation Techniques and Alternative Investments.


That comes to the benefit of the Quant based Investment Advisory / Roboadvising (conceived and realised including programming) and Professional Finance Education services he currently runs. For the later, recommendations are available on his LinkedIn profile.


Patrick holds a master's degree from the Swiss Federal Institute of Technology and is also a CFA, CMT, FRM, PRM, ACI Diploma and ERP charter holder among others.

INTERESTED IN A BOARD OF DIRECTORS ASSIGMENT



Patrick has the possibility to take on a Board of Directors assignment in Switzerland or outside the country. He has been Director of the MTA (Technical Analysis) for 3 years. Please don't hesitate to contact him for that purpose

SKILLS



  • Passionate and dedicated
  • Client needs focused
  • Quick and strategic thinker - also in the context of a Board of Directors
  • Real entrepreneur spirit
  • Strong capacity to work under pressure
  • Persevering nature
  • Efficient and effective Project Management

MY BACKGROUND


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PROFILE


EVOLIDS FINANCE LLC is a new disruptive & independent Swiss service company with currently two types of activities for Professional Clients: DISTINCTIVE QUANT INVESTMENT ADVISORY and ADVANCED FINANCE EDUCATION. INVESTMENT ADVISORY services also encompass QUANT ASSET ALLOCATION and RISK MANAGEMENT

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