PS

Philippe Stefens

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.

Links

Previous companies

Credit Suisse logo
Vontobel logo
Citigroup logo
Union Bancaire Privée logo

Org chart

Sign up to view 0 direct reports

Get started


Teams

This person is not in any teams