Philip Marshall

Philip Marshall, CFA, is an Executive Director and Senior Relationship Manager at UBS, where they focus on serving high-profile clients. With a background that includes roles at Credit Suisse and an internship at API Global, Philip has extensive experience in business development, sales campaigns, and client relationship management in the financial sector. They hold a Bachelor's degree in General Management and Finance from ZHAW School of Management and Law, along with certifications as a Chartered Financial Analyst and a Certified Wealth Management Advisor.