Invest-Partners Wealth Management AG
Philippe Stefens is a seasoned financial professional with extensive experience in wealth management and investment advisory roles. Currently serving as Senior Partner at Invest-Partners Wealth Management AG since March 2022, Philippe has held key positions at prestigious institutions, including Director at UBP - Union Bancaire Privée from 2020 to 2022 and Senior Client Advisor at Vontobel from 2015 to 2020, focusing on ultra-high-net-worth individuals. Prior experience includes managing director responsibilities at Merit Capital (2011-2014) and various roles at Credit Suisse from 2002 to 2011, where Philippe served as Director and Vice President in Relationship Management for the Benelux region. Earlier career highlights include a tenure as Resident Vice President at Citi and Senior Investment Advisor at Van Lanschot. Philippe holds a BSc in Commercial Engineering from KU Leuven and an MBA in Banking, Corporate, Finance, and Securities Law from Vlerick Business School.
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Invest-Partners Wealth Management AG
Ein starker Partner mit Weitblick für Ihre Finanzen. Die Vermögensverwaltungsgesellschaft Invest-Partners Wealth Management AG wurde 2002 gegründet und ist in Zürich ansässig. Das Unternehmen zählt mittlerweile zwanzig Partner. Wir offerieren ganzheitliche, kreative Lösungen und unser Team besteht aus Experten mit unterschiedlichen beruflichen Hintergründen, von Investment Banking über Recht bis hin zu Buchhaltung und Immobilien. Wir verstehen uns nicht nur als ständige Berater unserer Kunden, sondern liefern unsere Expertise auch über die traditionellen Private Banking- und Investmentbanking-Dienstleistungen hinaus. Family Offices können von unserer langjährigen Erfahrung profitieren, indem sie sich für uns als Outsourcing-Partner entscheiden. Zurzeit vertrauen uns mehrere Family Offices. Unser Erfolg basiert auf dem Erfolg unserer Kunden. A strong partner with vision for your finances. The asset management company Invest-Partners Wealth Management AG was founded in 2002 and is based in Zurich. The company now has twenty partners. We offer holistic, creative solutions and our team consists of experts with different professional backgrounds, ranging from investment banking and law to accounting and real estate. We see ourselves not only as permanent advisors to our clients, but also deliver our expertise beyond traditional private bbanking and investment banking services. Family offices can benefit from our many years of experience by choosing us as their outsourcing partner. Currently, several family offices place their trust in us. Our success is based on the success of our clients.