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 & beyond) and complex Large Institutional Investment 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 (one of the largest investment solution).
Moreover, he has been a member of the Board of Directors of the CMT ASSOCIATION (www.cmtassociation.org, Technical Analysis) for 3 years, enhancing brand recognition, shaping exam content, and enriching discussions with a unique European perspective. His insights extended to comparisons with similar organizations in advanced education.
With over 30 years of professional experience, Patrick has developed deep expertise across multiple asset classes—including derivatives, structured products, quantitative strategies, and alternative investments—encompassing advanced valuation techniques and true ESG integration. His knowledge also spans key areas such as Artificial Intelligence and Business Intelligence. Over the years, he has built an extensive, multilingual network of asset owners, particularly within the institutional space, both in Switzerland and beyond.
His expertise greatly contributes to the success of EVOLIDS’ Quant-based Investment Advisory and Robo-advising services, which he not only conceptualized but also brought to fruition through hands-on programming. Additionally, he spearheads Professional Finance Education services, offering a wealth of practical insights and unusual knowledge.
A comprehensive list of recommendations showcasing his proficiency can be found on his LinkedIn profile.
Furthermore, he is actively engaged in delivering specialized Derivatives and Risk Management courses at university level at SKEMA and EDHEC.
Patrick holds an engineering master's degree from the Swiss Federal Institute of Technology and is also a CFA, CMT, FRM, PRM, ACI Diploma and ERP charter holder. Moreover, he recently received his CFA Institute's Sustainable Investing Certificate.
EVOLIDS FINANCE LLC is a disruptive & independent Swiss company with currently two types of services for Professional Clients: DISTINCTIVE QUANT INVESTMENT ADVISORY and ADVANCED FINANCE EDUCATION FOR B2C & B2B. INVESTMENT ADVISORY services also encompass QUANT BENCHMARKING, ASSET ALLOCATION and RISK MANAGEMENT
© Copyright by EVOLIDS 2024. All Rights Reserved