Patrick Shaw, CFA, is an Investment Advisor specializing in ultra-high net worth clients at UBS, where they actively manage a diverse client portfolio and provide cross-asset solutions. Previously, Patrick gained experience at Credit Suisse and StepStone Group, focusing on asset management and hedge fund research. Their background includes creating e-learning content at Pictet Wealth Management, where they developed over 70 training videos on financial themes. Patrick holds a Master’s Degree in Finance from HEC Lausanne and has engaged in exchange programs at HEC Montréal and Copenhagen Business School, complemented by a Bachelor’s Degree in Business Administration from the University of Geneva. In their free time, Patrick enjoys tennis, cycling, and exploring new places.
Location
Zurich, Switzerland