Patrick Messerli, CAIA, is currently the Head of Investment Advisory at UBS in Zürich City, where they lead the Investment Advisory Team and focus on developing customized investment strategies for high-net-worth clients. Previously, Patrick has served in various roles at UBS, including Client Advisor and Associate Director in Wealth Management Switzerland, and gained early experience at Credit Suisse during an apprenticeship. Patrick also undertook a solo world trip through Latin America and Asia in 2019. They hold a Bachelor of Science in Banking and Finance from ZHAW, along with a Chartered Alternative Investment Analyst designation.
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